For solo attorneys or small law firms juggling caseloads, client expectations, and business growth, tech offers an irresistible promise: time-saving automation. But even the best tech needs the right marketing infrastructure to thrive.

In this case study episode from The Marketing Phoenix Podcast, Melissa “Rogo” Rogozinski takes us inside a real B2B tech marketing journey—one that started with a bold idea and ended with a successful acquisition.

The founder, a practicing attorney, wanted to automate routine legal work using a cloud-based, no-code platform powered by machine learning. But with the ABA TECHSHOW 2021 as the hard launch deadline, execution mattered as much as vision.

What we implemented  

• CRM Setup for Inbound Sales: Built from the ground up to support lead generation, follow-up, and pipeline visibility.

• Email Marketing Strategy: Segmented and personalized, based on defined buyer personas.

• Seamless Tech Integration: Website, CRM, and email systems worked in sync to eliminate silos and surface actionable insights.

The outcome?

A timely product launch, a healthy pipeline of qualified leads, and eventual acquisition by a larger player in the legal tech space.

This story proves that marketing operations are the engine behind business growth—especially for startups in B2B tech or go to market consulting. Structure and systems aren’t a luxury; they’re the foundation for scale.