San Jose immigration law firm

Howard’s strategic intervention helped a law firm turn its non-performing $10,000 monthly ad spend into a profitable investment.
A close-up of official U.S. Citizenship and Immigration Services (USCIS) documents, highlighting the high-stakes, detail-oriented nature of immigration law. This symbolizes the critical need for a flawless intake and case management process, which the Firm Heartbeat experience is designed to build.

Client

A San Jose-based immigration firm run by one of the area’s leading immigration attorneys.

Problem

A law firm was spending $10,000 monthly on ads with no client conversions due to a single, critical flaw in its intake and sales process.

The logo for a San Jose immigration law firm, presented in black on a dark green background. On the left is a modern icon of a judge's gavel enclosed within a double square border. To the right of the icon, the words "San Jose immigration" are written in a single line using an elegant, lowercase, handwritten script font.

Strategy and approach

Tools and methods used

The year was 2024, and a law firm was stuck in a rut. Despite spending nearly $10,000 every month on Google and Facebook ads, they were getting zero new clients. Their monthly revenue from signed cases hovered at a meager $100,000, and their staff was buried under the triple threat of inaccurate data, chaotic intake, and a sales process that just wasn’t working. The firm’s owner was in the dark, unable to pinpoint the problem.

Enter Howard. His initial deep-dive into the firm’s data quickly unearthed a critical flaw—a single, deeply rooted issue that was poisoning every intake and sales call. This flaw was the silent killer of their business, turning away almost every potential client and, worse yet, rendering their substantial ad spend completely worthless.

Howard didn’t just point out the problem; he crafted a solution. He broke down the firm’s fatal flaw to its most basic components and, in a collaborative effort with the owner, developed a custom, automated process for capturing leads and booking paid consultations. The results were nothing short of transformative. The firm’s ad campaigns went from a massive loss to a source of healthy ROI, and their staff was freed from countless hours of manual, inefficient work.

This is more than just a success story; it’s a blueprint for how a targeted strategy and a deep understanding of core business flaws can unlock explosive growth.

Achieved results

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