CASE STUDY
How The Automation Company helped Case Status maximize HubSpot adoption, performance, and long-term scalability.
How The Automation Company helped Case Status maximize HubSpot adoption, performance, and long-term scalability.
Case Status is a legal technology company focused on improving communication and transparency between law firms and their clients. As a growing SaaS organization, Case Status relies on HubSpot to support marketing execution, sales operations, and internal reporting across teams.
With increasing platform usage and expanding business needs, Case Status sought expert guidance to ensure HubSpot was not only configured correctly, but actively supporting their growth strategy.
While HubSpot was already central to Case Status’s go-to-market efforts, the platform was underutilized and increasingly difficult to manage internally. The team faced challenges maintaining consistent configurations, executing campaigns efficiently, and resolving technical issues as they arose.
They needed hands-on HubSpot expertise to improve system reliability, support day-to-day execution, and provide strategic direction—without the overhead of hiring a full-time in-house specialist.
The Automation Company partnered with Case Status to provide a dedicated HubSpot specialist as an extension of their internal team. Jonathan Kim was assigned as the primary consultant, delivering ongoing HubSpot optimization, support, and strategic guidance.
The engagement focused on refining HubSpot configuration, building and improving workflows, supporting campaign development, and ensuring the platform aligned with evolving marketing and sales goals. In parallel, The Automation Company provided continuous troubleshooting, training, and enablement to help the Case Status team operate more confidently and independently within HubSpot.
This flexible, managed-services approach allowed Case Status to move faster while maintaining a stable, scalable CRM foundation.
Through ongoing optimization and expert support, Case Status saw measurable improvements in efficiency, execution, and platform adoption:
increase in marketing email click-through rate (CTR)
increase in form submission volume
reduction in time from lead creation to first sales activity
HubSpot workflows optimized, consolidated, or rebuilt
These gains enabled the Case Status team to focus less on platform maintenance and more on driving growth and customer engagement.
By embedding a dedicated HubSpot expert into Case Status’s operations, The Automation Company helped transform HubSpot from a functional tool into a high-performing growth platform. With improved execution, stronger automation, and greater internal confidence, Case Status is well-positioned to scale their marketing and sales efforts efficiently.
Looking for expert HubSpot support without adding headcount? The Automation Company can help you get more from your CRM—every day.
Don’t miss out on the opportunity to take your business to the next level. Contact us today to learn more about how The Automation Company can help you achieve your business goals.
