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You have HubSpot. Let's get you what you're paying for

For legal tech teams with a portal that's live but underperforming — and who'd rather fix it than start over.

Get a HubSpot Audit

WHERE YOU PROBABLY ARE

Most people in your position didn't build the portal they're managing.

They inherited it — from an earlier team, a previous agency, or a fast onboarding nobody ever revisited.

The signs are consistent. Reps keep a personal spreadsheet alongside the CRM, just to be safe. Leadership stopped opening the dashboard a while back. There are properties nobody can explain and workflows nobody wants to touch, because no one's confident what changing them would break.

None of that means HubSpot was the wrong choice. It usually means the setup stopped matching the business somewhere along the way.

WHAT IS USUALLY WRONG

In legal tech, the same handful of things come up again and again.

Your accounts aren't segmented the way your market works

Law firms, corporate legal departments, ALSPs, and other vendors all sitting in one undifferentiated pile — which makes real segmentation impossible and every list slightly wrong.

The same company exists three times

Slight name variations, contacts scattered across all of them, and no coherent account view for anyone trying to sell.

The pipeline reflects a sales process you've since changed

Stages that made sense two years ago, and workflows still faithfully firing on that old logic.

The ICP was set during onboarding and never revisited

Scoring, routing, and reporting all still optimizing for a customer you moved past.

Reporting was never really built

The most common one we see — and usually the fastest to fix.

 Run the self-assessment checklist yourself → 

 

WHAT WE DO ABOUT IT

Data first, because everying else is unreliable until that's sound.

We start with an audit: what's in the portal, what's actually being used, where the data has drifted, and which fixes will change the most for the least effort.

Then we work through it in order of priority — data, structure, automation, and reporting. You get a portal your team trusts and dashboards your leadership will open.

What our clients are saying

I want to thank you for all the help on setting up our HubSpot CRM. We’ve had several HubSpot portals for over 4 years for our sales team, and it was not until now that we’ve ever had any value from them. In just 3 months, we're already getting productivity data that we've never seen before, and we’re more efficient thanks to the sequences, tasks, and documentation you’ve built for us.
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Hsiaolei MillerFormer Group Publisher, Breaking Media (Above the Law)
LTMG is a strategic business partner that I would recommend to any business looking to increase visibility and ultimately close business.
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Neil SignoreSVP and Managing Director of Events, Corporate Counsel Business Journal and Institute
We have worked continuously with LTMG, and its predecessor LVS, for over 17 years to build our business in the legal vertical. They helped us define our initial positioning, establish solid relationships in the market, and guided our content development and tactical execution to achieve a solid position of recognition and leadership within our space.
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Ashley GriggsDirector, Legal Markets, Nexidia, Inc.
We were super lucky to meet up and link up with LTMG. They have an incredible amount of knowledge in our space and the entire industry. Thank you for helping us grow and expand over the years.
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David BittonCo-Founder, Practicepanther
LTMG has made it easy and affordable for us to finally have a consistent marketing department!
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Nancy GriffingPresident, 3545 Consulting
The true value of the Mastermind program is Cathy’s intuitive understanding of your ultimate goal.
There was an objective down the road for where I wanted to be, and Cathy used her tremendous amount of  industry-specific knowledge, relationships, and connections to help me get there. 
 
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Chris CangeroCEO, DocStyle
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Tell us what's frustrating you.

Walk us through it and we'll tell you what we'd look at first. If it's something you can handle in-house, we'll tell you that too.
Get a HubSpot audit