Follow the lead all the way to delivery capacity.

A CRM full of data still needs a management view

Native CRM reports did not bring acquisition, intake, pre-litigation, litigation, and financial performance together. Signal Ridge modeled HubSpot, GA4, and related business data in BigQuery and built role-based Looker Studio views for owners and operating teams.

The shared funnel follows marketing-qualified, intake-qualified, and attorney-qualified leads through signed matters and downstream stages. Consistent definitions let users connect the marketing conversation to the work the firm actually takes on.

Three decisions the reporting supports

• Call-center coverage: review hourly and daily call volume, answer rates, and missed calls when adjusting staffing coverage.
• Marketing spend and capacity: connect acquisition and signed matters to pre-litigation outcomes and delivery capacity before increasing demand.
• Process variation: use attorney-level turnback reporting to identify management questions that were buried in CRM records.

One reporting layer from acquisition to operations

The result is a shared BI system spanning the firm’s workflow, with relevant views for different roles. Its value is the connection between stages: a high lead count means more when the team can see qualification, signed matters, and capacity alongside it.

Open the original one-page case study with report excerpts →

This broader engagement extends beyond the fixed HubSpot package, which is a focused starting point for one pipeline and an agreed reporting view.