Client Case Study: 
Expanding Legal CRM Solutions into Canada

The Challenge

Legal CRM, a progressive company who developed a CRM system for the legal industry incorporating artificial intelligence, wanted to expand its business in Canada. The CRM system incorporates several sophisticated features, including process automation, document analysis, and precedent search functions, in order to improve the productivity of lawyers. Legal CRM needed expert professional guidance to undertake the necessary market entry, and immigration documents required to establish its business in Canada.

How We Helped

CBGA partnered with Legal CRM and offered complete business development services to help Legal CRM navigate the complexities of launching their cutting-edge solution in Canada. We helped the client with the identification and coordination of a range of documents needed to establish its business presence, as well as bringing key individuals into the country. Furthermore, CBGA developed impactful support in shaping a go-to-market strategy that ensured Legal CRM's solution offerings would meaningfully meet the needs of Canadian law firms. 

CBGA also developed a comprehensive investment attraction strategy for Legal CRM that showed the company could confidently and clearly position its business objectives and be able to articulate its success measures to prospective investors. This strategy addresses early-stage investment needs and supports subsequent funding.

The Solution

Legal CRM, a progressive company who developed a CRM system for the legal industry incorporating artificial intelligence, wanted to expand its business in Canada. The CRM system incorporates several sophisticated features, including process automation, document analysis, and precedent search functions, in order to improve the productivity of lawyers. Legal CRM needed expert professional guidance to undertake the necessary market entry, and immigration documents required to establish its business in Canada.