Can Voksha sync 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. Voksha integrates with both Salesforce and HubSpot directly, so an intake call can sync as a new lead record into your marketing CRM (with source attribution intact if you're tracking which campaign or landing number the call came from) while simultaneously syncing the same intake data as a lead or contact in Clio, MyCase, or PracticePanther for case-handling purposes. This dual-sync 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, syncing directly to Clio, MyCase, or PracticePanther alone is the standard and simpler setup for most small and mid-sized firms. Configuring the additional Salesforce or HubSpot connection typically adds a few minutes to onboarding, using the same API key or OAuth-based connection method as the practice management integrations, and both syncs run independently, so a failure or delay in one does not affect the other.