Starting a business can feel like juggling a dozen firesticks while balancing on a tightrope…in heels. Essential tasks like legal, administrative, and accounting processes can often take center stage, consuming valuable time and resources.
That's where Legalstart can help. Legalstart helps entrepreneurs and small businesses manage online legal, administrative, and accounting tasks so founders can focus on what matters most—growing their business.
About Legalstart:
Company Size: 51-200 employees
Industry: Legal technology
Location: Paris, France
How Legalstart uses automation to fuel growth
While Legalstart excelled at simplifying legal tasks for its customers, keeping its internal operations running smoothly was another story. As its customer base grew, so did the complexity of managing its own workflows, and soon Legalstart's own processes started to weigh them down.
Faced with mounting inefficiencies and dependence on technical teams, the team knew they needed a better way to streamline their work and reclaim time for growth-focused projects—so they turned to Zapier. Using the automation platform, the Legalstart team was able to cut through red tape and try out new ideas without waiting for engineering support.
"Before automation, life was much more complicated,'' says Laura Michel, Head of Paid Acquisition and Business Development at Legalstart. ''We depended on technical teams, and making even small adjustments required navigating their roadmaps. Now we can launch tests and projects whenever we want, focusing our energy on what drives results."
Here's how Zapier helped Legalstart use automation to transform its operations.
Automating lead management for scale
Lead management is the lifeblood of Legalstart's business, but managing leads manually was cumbersome and error-prone. The team needed a system that could handle data from multiple sources, ensure accuracy, and save time.
That's where a 26-step Zap came in. The workflow integrates Typeform, HubSpot, Google Docs, Zapier Formatter, and several APIs to collect and process leads. Here's how it works:
Capturing lead data: Potential customers submit their details via Typeform, triggering a Zap.
Data enrichment and filtering: The workflow uses APIs to validate and enhance the data while filtering out unqualified leads.
Seamless CRM integration: Validated leads are automatically added to HubSpot for further management and nurturing.
With this system, Legalstart now acquires around 1,000 leads per month. The workflow was implemented in days, rather than the weeks it would have taken to develop internally, delivering a strong return on investment.
Connecting teams with real-time data
Collaboration across marketing and sales is crucial for Legalstart's success, but fragmented data systems made it hard to keep everyone on the same page. Legalstart built a simple yet powerful four-step Zap to bridge this gap, synchronizing key data between webhooks and a master Google Sheet.
Centralizing updates: A webhook captures data from various sources and feeds it into a single Google Sheet.
Formatting and consistency: Zapier Formatter ensures all data follows a standardized format before it's shared.
Team visibility: The sheet is updated in real-time, serving as a source of truth, and is accessible to both marketing and sales teams.
Through this workflow, the team has enhanced collaboration and minimized communication errors.
Transforming operations and paving the way forward
Automation has transformed the way Legalstart operates. By streamlining workflows, the team has gained the freedom to focus on strategic projects and explore new ideas without the bottlenecks of manual processes. These automated workflows have improved collaboration, reduced errors, and allowed Legalstart to scale effectively while staying agile.
As Legalstart continues to grow, it plans to expand its use of automation, exploring new opportunities to enhance efficiency and improve customer experiences. "Zapier has empowered us to act quickly and turn ideas into reality," says Laura. "It's helped us build a foundation for sustained innovation and growth."
