Case Study
VC-backed legal AI SaaS
BriefCatch: HubSpot set up right, after multiple failed consultants
A venture-backed legal AI company had cycled through multiple consultants without getting HubSpot working. We finally got it set up correctly and the team fully using it.
The situation
BriefCatch had been through multiple consultants before us, and HubSpot still was not working the way it needed to. The configuration was inconsistent, the team did not trust what was in the system, and adoption had stalled. They were a fast-moving, venture-backed company that could not afford to keep treating their revenue platform as an unsolved problem.
What we did
We rebuilt the HubSpot setup correctly from the foundation up, then did the harder work most consultants skip: getting the team to actually adopt it. Clean configuration, a data structure the team could trust, and the training and change management that turned HubSpot from a tool people avoided into the system they run on.
- 01Rebuilt the HubSpot configuration on a clean, trustworthy foundation
- 02Restructured data so the team could finally rely on what the system showed
- 03Drove adoption through training and change management, not just setup
- 04Established the operating discipline to keep it working over time
The outcome
finally
After multiple failed attempts with other consultants, BriefCatch got a HubSpot setup that worked and a team that actually uses it. The platform went from a source of frustration to the system the business runs on, with data the team trusts and a foundation built to scale with them.
Tired of HubSpot that never quite works?
If you have been through setups that did not stick, let's talk about getting it right.