National Legal Lead-Generation Agency
A national marketing agency connecting consumers with law firms unified intake and sales on Salesforce to route more leads to the right attorneys, faster.
Founded over 40 years ago with a mission to ensure access to justice for all, the client is a national marketing agency operating under its well-known brands Los Defensores and 1-800-The-Law2, connecting consumers with a network of more than 350 law firms across the country. A multiple-award winner recognized with Communicator Awards, Telly Awards, and AVA Platinum honors, the agency runs a 24/7 bilingual contact center qualifying high-intent callers across practice areas including auto accidents, workers compensation, and personal injury. High inbound call and web volume was outpacing a manual intake process, and leads were slipping between channels with no shared record. SiiMPLY7 was engaged to build a connected Sales Cloud and Service Cloud platform that could capture, qualify, and route every lead consistently.
The challenge
Intake specialists juggled phone calls and web inquiries with no unified lead record, so follow-up was inconsistent and high-intent leads went cold. Call activity lived outside the CRM, making it hard to tie outcomes back to campaigns or measure specialist performance. The agency needed fast, automated routing and a single view of each lead from first contact through attorney handoff.
The solution
SiiMPLY7 implemented Sales Cloud to manage lead capture, qualification, and routing, and Service Cloud to handle ongoing case intake and support workflows. A RingCentral CTI integration brought click-to-dial, screen pops, and automatic call logging directly into the agent console so every interaction was captured. Zapier integrations connected web lead sources and third-party tools to Salesforce in real time, ensuring no inquiry was missed and routing rules fired instantly.
Implementation highlights
What we built.
- Implemented Sales Cloud lead capture, qualification scoring, and automated routing rules
- Configured Service Cloud for ongoing case intake and specialist support workflows
- Integrated RingCentral CTI for click-to-dial, screen pops, and automatic call logging
- Built Zapier connections to ingest web and third-party leads into Salesforce in real time
- Created routing logic to match leads to the right practice area and specialist instantly
- Delivered dashboards tracking lead volume, speed-to-contact, and conversion by source
Results
Automated routing cut drop-off from first contact to attorney handoff
RingCentral CTI and instant routing improved speed-to-contact
Automatic call logging tied every interaction to lead and campaign source
Engagement summary
SiiMPLY7 delivered an integrated Sales Cloud and Service Cloud platform with RingCentral CTI and Zapier connections, replacing fragmented manual intake with automated capture and routing. The agency converted more leads, reached prospects faster, and gained full visibility into channel and specialist performance.
What's next
The next phase focuses on advanced lead-scoring models and campaign attribution to sharpen spend allocation across practice areas. The agency is also evaluating automated nurture sequences for leads not yet ready to engage an attorney.
More case studies
Looking for similar results?
Let's simplify the complex, together.
A senior architect, not a sales rep, will map your first move inside 48 hours.