Can Voksha send leads to Salesforce or HubSpot if we run a separate marketing CRM alongside Clio?

For Law Firms

Yes. Some firms, particularly larger personal injury and mass tort practices running significant paid marketing, use Salesforce or HubSpot as their marketing and lead-nurture CRM in addition to a practice management platform like Clio or MyCase, since Clio and MyCase are built around matter and case management rather than marketing attribution, drip campaigns, or multi-touch lead scoring. On Premium and Enterprise, Voksha support can set up both Salesforce and HubSpot, so an intake call can be added as a new lead record in your marketing CRM (with source attribution intact if you're tracking which campaign or landing number the call came from) while the same intake data also goes in as a lead or contact in Clio, MyCase, or PracticePanther for case-handling purposes. This two-system setup matters for firms where marketing and intake are handled by different teams, marketing wants the lead in HubSpot to track campaign ROI and continue email or SMS follow-up sequences, while your intake coordinator or paralegal needs the same information in Clio to move a qualified lead toward a signed engagement. Firms without a separate marketing CRM don't need to configure this at all, connecting Clio, MyCase, or PracticePanther alone is the standard and simpler setup for most small and mid-sized firms. Voksha support sets up the extra Salesforce or HubSpot connection alongside the practice management one, and the two run separately, so a problem with one does not affect the other.