International Legal Boutique
Barcelona, Spain
101–200
Client Overview
Our client is an innovative international law firm that blends legal expertise with technology to deliver efficient, transparent client experiences. Operating across multiple European markets, they serve both individuals and corporations in areas such as immigration, real estate, and business law.
As their operations expanded its international footprint, the leadership team sought a unified, data-driven view of marketing and operational performance. Fragmented reporting across systems limited visibility into conversion rates, campaign ROI, and firm-wide growth metrics, slowing strategic decision-making.
Challenge
Marketing and financial data were split between HubSpot and separate accounting systems, creating a disconnect between lead generation, revenue, and retention analytics. Teams relied on manual Excel-based processes that delayed reporting and introduced inconsistencies.
Without a centralized platform, they lacked clarity on which channels and markets contributed most to client acquisition and profitability. The leadership team needed an automated, real-time solution that could integrate cross-department data into one cohesive view.
The Insight
To develop a unified marketing intelligence system that automates reporting, improves accuracy, and provides clear visibility into conversion performance, client retention, and ROI across all Lexidy offices.
Solution
Centralized SQL Data Warehouse
We created a scalable data warehouse connecting HubSpot CRM and financial systems through secure APIs—forming a single, trusted source for analytics and reporting.
Real-Time Power BI Dashboards
Built interactive dashboards tracking core KPIs such as lead-to-client conversion, pipeline velocity, marketing ROI, and retention rates, refreshed automatically for near-real-time visibility.
Automated Data Integration and Quality Control
Established automated synchronization pipelines with data validation layers to ensure consistent, reliable metrics across marketing, finance, and operations.
Training and Internal Enablement
Conducted hands-on workshops with their marketing and operations teams to ensure full ownership of the platform and foster a culture of data-driven decision-making.
Impact
70% Faster Performance Reporting
Automation replaced manual exports, reducing reporting time from days to minutes—enabling leadership to react to campaign performance in real time.
45% Greater Data Accuracy and Reliability
Standardized data definitions across regions ensured marketing, finance, and management teams operated from a single source of truth, enhancing trust in insights.
Pan-European Marketing Visibility
For the first time, their leadership gained a cross-country performance overview—allowing regional teams in Spain, Portugal, and Greece to align their strategies and identify shared growth drivers.
