CRM Integration & Implementation Services for Law Firms

We rescue broken CRM setups, build custom integrations, and handle the ongoing admin work that keeps your systems running smoothly so your team can focus on cases, not tech maintenance.

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Three Ways We Help Law Firms

Whether you need to fix a CRM that never worked properly, connect your disconnected tools, or get help managing the daily admin tasks that keep your tech running, we have the expertise to solve your tech problems permanently.

CRM Optimization

What It Is

Your firm invested thousands in a CRM that's now collecting dust. Your team avoids using it because it's too complicated or doesn't match your workflow. We audit your setup, identify what's broken, and rebuild it the right way—tailored to how your firm actually operates.

What's Included

Complete CRM Audit We review your HubSpot, GoHighLevel, Clio, MyCase, or PracticePanther setup to identify configuration issues and unused features costing you money.

Custom Workflow Design We map your actual intake and case management processes, then configure your CRM to match how your firm really works.

Data Cleanup & Migration Messy contacts, duplicate leads, and incomplete records get cleaned up and organized. If switching platforms, we handle the entire migration.

Team Training & Adoption We train your staff on the new setup. Everyone learns exactly what they need for their role—no overwhelming sessions on features they'll never use.

Ongoing Optimization We monitor usage, gather feedback, and make adjustments to improve adoption. Your CRM gets better over time.

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FAQ: CRM Optimization

Can you work with our existing CRM or do we need to switch platforms?

We work with what you have. Most "broken" CRMs aren't actually broken they're just configured wrong. We'll audit your current platform first and only recommend switching if it truly can't meet your needs. Switching is expensive and disruptive, so we avoid it when possible.

How is this different from the consultant we already hired?

We specialize exclusively in law firms and understand legal workflows intake, case management, client communication. We also don't disappear after launch. Our monthly packages include ongoing optimization and support, so your CRM keeps improving based on how your team actually uses it.

SYSTEMS INTEGRATION

What It Is

Your intake software, case management system, marketing CRM, and e-signature tools work fine individually—but they don't talk to each other. Someone manually copies contact information between platforms multiple times per day, wasting billable hours. We build custom API integrations that connect your tools so data flows automatically.

What's Included

Integration Strategy & Planning We map your tech stack, identify where data needs to flow, and design the integration architecture that eliminates manual work.

Custom API Development We build direct API connections between platforms—HubSpot to Clio, GoHighLevel to MyCase, Lawmatics to PracticePanther, and any combination your firm uses.

Automated Workflow Creation New leads from ads automatically enter your CRM, trigger intake sequences, create case records, and notify team members—without human intervention.

Data Mapping & Field Synchronization We ensure information flows correctly by mapping custom fields, handling data transformations, and building error-checking that prevents bad data.

Testing & Monitoring We test every integration thoroughly before launch and monitor for errors after, so your team never discovers problems when leads have already been lost.

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FAQ: System Integrations

Can't we just use Zapier or Make instead of custom integrations?

Zapier works for simple automations, but it breaks frequently with complex legal workflows and can't handle the data transformations law firms need. We've rescued dozens of firms from broken Zapier setups. Custom API integrations are more reliable, faster, and handle errors properly—critical when you're dealing with potential clients worth $50K+ each.

What happens if we add new software or change our process?

That's why we offer ongoing support. When you add new tools, change your intake process, or modify case management workflows, we update your integrations accordingly. Both service tiers include monthly support hours specifically for these types of changes.

CRM ADMINISTRATION

What It Is

What's Included

Integration Strategy & Planning We map your tech stack, identify where data needs to flow, and design the integration architecture that eliminates manual work.

Custom API Development We build direct API connections between platforms—HubSpot to Clio, GoHighLevel to MyCase, Lawmatics to PracticePanther, and any combination your firm uses.

Automated Workflow Creation New leads from ads automatically enter your CRM, trigger intake sequences, create case records, and notify team members—without human intervention.

Data Mapping & Field Synchronization We ensure information flows correctly by mapping custom fields, handling data transformations, and building error-checking that prevents bad data.

Testing & Monitoring We test every integration thoroughly before launch and monitor for errors after, so your team never discovers problems when leads have already been lost.

Book An Appointment

FAQ: CRM Administration

Can't our office manager or marketing director just handle this?

They could, but should they? Your office manager's time is better spent on operations that generate revenue, not troubleshooting why a workflow broke. Your marketing director should focus on campaign strategy, not building reports. We handle the technical admin work at a lower cost than having senior staff do it.

What if we only need help occasionally, not every month?

We offer flexible retainer packages. Unused hours roll over for up to 3 months, so you're not paying for time you don't use. Most firms find they use 10-20 hours monthly once they realize how much we can offload from their internal team.

Why Firms Trust Wacmediya

We Specialize in Legal Tech We understand how law firms operate from intake to case management to client communication. We speak your language.

We Fix What Others Broke Had a bad experience with a previous CRM consultant? We've seen it all and know how to make it right.

We're Responsive 24-hour response times mean you're never stuck waiting days for help when something breaks.

We Maintain, Not Just Implement Unlike consultants who disappear after setup, we stay with you to keep everything running smoothly.

No Wasted Billable Hours Your attorneys should be working on cases, not troubleshooting tech. We handle it all.

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Wacmediya specializes in CRM integration and implementation for law firms. We rescue practices from broken tech setups and build systems that actually work so your team can focus on cases, not software.