{"id":244306,"date":"2025-05-17T00:31:48","date_gmt":"2025-05-17T00:31:48","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/legal\/lupton-fawcett-using-introhive-automation\/"},"modified":"2025-05-17T00:31:48","modified_gmt":"2025-05-17T00:31:48","slug":"lupton-fawcett-using-introhive-automation","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=244306","title":{"rendered":"Lupton Fawcett using Introhive Automation"},"content":{"rendered":"<p> <br \/>\n<br \/><img decoding=\"async\" src=\"https:\/\/irp-cdn.multiscreensite.com\/fbf0eee4\/dms3rep\/multi\/Lupton+Fawcett%2C+Introhive%2C+CRM-8fdf8246.JPG\" \/><\/p>\n<div data-element-type=\"paragraph\" id=\"1250789679\" style=\"transition:none 0s ease 0s;display:block;direction:ltr;text-align:left;line-height:initial;\" data-version=\"5\">\n<p class=\"text-align-left m-size-13 size-16\"><span class=\"font-size-16 m-font-size-13\" style=\"font-weight: bold; display: initial;\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Lupton Fawcett\u00a0<\/span><br \/>\n<\/span><span style=\"font-weight: bold; display: initial; background-color: transparent;\" class=\"font-size-16 m-font-size-13\">realised a 350% return on investment &#8211; CRM<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">Lupton Fawcett is a commercial law firm with offices in Leeds, Sheffield and York. Given its dedication to surpassing expectations, Lupton Fawcett has created a diverse team of 280+ passionate experts with a refreshing take on the full spectrum of commercial and personal legal services. In 2018, the firm sought a relationship intelligence platform to accelerate cross-firm collaboration and key account client<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">experience management.\u00a0 Since deploying Introhive, Lupton Fawcett has seen a 350% return on investment in the first nine months.<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color:transparent;font-weight:700;text-decoration:underline;display:initial;font-family:Lato, 'Lato Fallback';\" class=\"font-size-16 m-font-size-13\">Business Challenge<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">As a full service law firm, Lupton Fawcett is always seeking new and innovative ways to better support their client base. The firm had three core business objectives tied to growing serviceable revenue and enhancing client experience management:<\/span><\/p>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Discover gaps in their client service model<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">:\u00a0 Lupton Fawcett needed to understand the gaps of services they provided to their current clients and determine how to strategically approach each key account based on firm-wide relationships.<\/span><\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Map client relationships for succession planning<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">: Lupton Fawcett needed a better way to manage succession planning to support retiring members, including assigning the appropriate partner to take on clients and ensuring the retiring partners are properly onboarding their colleagues to their client base.<\/span><\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Improve technology adoption and lasting change managemen<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">t: To help better realize the value of a firm-wide database, the CRM needed to have accurate, updated information, but lawyers did not have time to focus on data entry. Lupton Fawcett needed a way to automate the process of capturing contact, account and activity data to drive change management and break down cultural barriers to encourage cross-firm collaboration.<\/span><\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span class=\"font-size-16 m-font-size-13\" style=\"font-style: italic; background-color: transparent; display: initial;\"><span style=\"font-style: italic; background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">&#8220;Every business needs a contact management system in order to better understand your client base and your relationships with them. Unless you exist in a utopian environment where your people are all delighted to manually key information into a CRM system, you need a solution like Introhive that automates important data collection. It takes all the heavy lifting out of the process for professionals. From an investment perspective, it\u2019s a no brainer.\u201d\u00a0<\/span><br \/>\n<\/span><span style=\"font-style: italic; background-color: transparent; display: initial; font-weight: bold;\" class=\"font-size-16 m-font-size-13\">Neil Cormack, Head of Business Development &amp; Marketing, Senior Associate at Lupton Fawcett.<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"><br \/><\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color:transparent;font-weight:700;text-decoration:underline;display:initial;font-family:Lato, 'Lato Fallback';\" class=\"font-size-16 m-font-size-13\">The Solution<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">Introhive\u2019s AI-powered data automation and relationship intelligence solution was deployed to support Lupton Fawcett\u2019s Microsoft Dynamics CRM system. The integration of these two systems enabled the firm to quickly improve CRM adoption, accelerate cross-sell and upsell opportunities, and better manage their succession planning for key client accounts.<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">The specific solutions deployed include:<\/span><\/p>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Introhive\u2019s Contact and Activity Sync<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">was deployed to efficiently map missing contact and activity data from email to MS Dynamics, eliminating manual data entry for lawyers and staff<\/span><\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Firm-wide relationships were mapped and scored<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">in CRM to improve visibility into client coverage and collaboration on key accounts<\/span><\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Client engagement scoring, activity tracking and relationship trend<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">line analysis was deployed on key accounts to better manage and exceed clients\u2019 expectations<\/span><\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">Pre-Meeting digest reports<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">were dynamically prepared and automatically distributed to professionals prior to client conversations to enhance meeting preparation<\/span><\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span class=\"font-size-16 m-font-size-13\" style=\"font-style: italic; display: initial;\"><span style=\"font-style: italic; display: initial;\" class=\"font-size-16 m-font-size-13\">\u201cWorking in a law firm, our people are naturally reluctant to log information in our CRM. Introhive has revolutionised our approach through the way in automatically harvests information into our CRM and presents it in a very useable and useful way. It is a great product, it is constantly being refined and improved.\u201d\u00a0<\/span><br \/>\n<\/span><span style=\"font-style: italic; display: initial; font-weight: bold;\" class=\"font-size-16 m-font-size-13\">Neil Cormack<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight:700;text-decoration:underline;display:initial;font-family:Lato, 'Lato Fallback';\" class=\"font-size-16 m-font-size-13\">The Results<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">In the first year with Introhive, Lupton Fawcett has seen a remarkable increase in their CRM adoption and practitioner productivity, resulting in the following outcomes:<\/span><\/p>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-style: italic; display: initial;\" class=\"font-size-16 m-font-size-13\">ROI from data automation<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">alone &#8211;<\/span><br \/>\n<\/span><span style=\"display: initial; font-weight: bold;\" class=\"font-size-16 m-font-size-13\">350%\u00a0<\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">I<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial; font-style: italic;\">ncrease in CRM contact data accuracy<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">&#8211;<\/span><br \/>\n<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial; font-weight: bold;\">220%<\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-style: italic; display: initial;\" class=\"font-size-16 m-font-size-13\">Hours saved by automating pre-meeting research<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">&#8211;<\/span><br \/>\n<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial; font-weight: bold;\"><span style=\"display: initial; font-weight: bold;\" class=\"font-size-16 m-font-size-13\">675+\u00a0<\/span><br \/>\n<\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-style: italic; display: initial;\" class=\"font-size-16 m-font-size-13\">Hours saved by lawyers by automating data entry<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">&#8211;<\/span><br \/>\n<\/span><span style=\"display: initial; font-weight: bold;\" class=\"font-size-16 m-font-size-13\">440+\u00a0<\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">T<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial; font-style: italic;\">otal contacts enriched with more accurate data<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">within CRM &#8211;<\/span><br \/>\n<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial; font-weight: bold;\">22,000+\u00a0<\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<ul class=\"defaultList\">\n<li class=\"text-align-left m-size-13 size-16\"><span style=\"font-style: italic; display: initial;\" class=\"font-size-16 m-font-size-13\">Increase in activities synced to CRM<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"> <span style=\"display: initial;\" class=\"font-size-16 m-font-size-13\">&#8211;<\/span><br \/>\n<\/span><span style=\"display: initial; font-weight: bold;\" class=\"font-size-16 m-font-size-13\">213%\u00a0<\/span><\/li>\n<\/ul>\n<p class=\"text-align-left\" style=\"line-height: 14px;\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">\u00a0<br \/><\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"background-color: transparent; display: initial;\" class=\"font-size-16 m-font-size-13\">Since deploying Introhive, Lupton Fawcett has been able to efficiently increase the volume of accurate relationship data in Microsoft Dynamics. Additionally, they have been able to accelerate change management and better encourage cross-firm collaboration.<\/span><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\"><br \/><\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span class=\"font-size-16 m-font-size-13\" style=\"display: initial;\">With Introhive\u2019s solution, Lupton Fawcett is progressing its goal of representing the full suite of legal needs for each its clients, while eliminating unproductive administrative time for its lawyers and staff. Overall adoption and utilisation of it\u2019s Microsoft Dynamics deployment has never been higher.<\/span><\/p>\n<p class=\"text-align-left m-size-13 size-16\"><span style=\"font-weight:700;text-decoration:underline;display:initial;font-family:Lato, 'Lato Fallback';\" class=\"font-size-16 m-font-size-13\">For more information<\/span><span class=\"font-size-16 m-font-size-13\" style=\"font-weight: bold; display: initial;\"> <span style=\"font-weight: bold; display: initial;\" class=\"font-size-16 m-font-size-13\">about Introhive as a possible solution for your practice, contact<\/span><br \/>\n<\/span><a href=\"https:\/\/www.cartonconsultants.com\/allan-carton-business-development-for-lawyers-professional-services\" class=\"font-size-16 m-font-size-13\" style=\"font-weight: bold; display: initial;\" runtime_url=\"https:\/\/www.cartonconsultants.com\/allan-carton-business-development-for-lawyers-professional-services\" type=\"page\">Allan Carton<\/a><span class=\"font-size-16 m-font-size-13\" style=\"font-weight: bold; display: initial;\"> <span class=\"font-size-16 m-font-size-13\" style=\"font-weight: bold; display: initial;\">at Carton &amp; Co.<\/span><\/span><\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Lupton Fawcett\u00a0 realised a 350% return on investment &#8211; CRM Lupton Fawcett is a commercial law firm with offices in Leeds, Sheffield and York. Given its dedication to surpassing expectations, Lupton Fawcett has created a diverse team of 280+ passionate experts with a refreshing take on the full spectrum of commercial and personal legal services. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":244307,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[97],"tags":[12841,39506,89683,12686,89682,25032],"dealstore":[],"offerexpiration":[],"class_list":["post-244306","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-legal","tag-automation","tag-fawcett","tag-introhive","tag-law-firms","tag-lupton","tag-solcitors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Lupton Fawcett using Introhive Automation - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=244306\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lupton Fawcett using Introhive Automation - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Lupton Fawcett\u00a0 realised a 350% return on investment &#8211; CRM Lupton Fawcett is a commercial law firm with offices in Leeds, Sheffield and York. 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