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Industry solutions · Legal & Professional Services

Run your firm on matters, time and client trust

For law firms, consultancies, engineering offices and advisory firms: we connect enquiries, engagement letters, matters, timesheets, billing and collections.

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Home › Industries › Legal & Professional Services
Typical challenges

Where professional firms lose revenue

Unbilled time

Hours worked are never recorded, so they are never invoiced.

Slow client intake

Enquiries, conflict checks and engagement letters take days.

Deadlines in inboxes

Matter deadlines and tasks are tracked in personal calendars.

Unknown profitability

Partners can't see which clients and matters actually make money.

End-to-end workflow

Enquiry to profitability, connected

EnquiryConflict CheckEngagement LetterMatter / ProjectTimesheetsBillingCollectionsProfitability
Recommended: Zoho CRM · Zoho Projects · Zoho Sign · Zoho Books

Illustrative workflow, configured to each client's process. Not every step runs in one native application.

Department integration

Partners, staff and finance on one client record

TeamWhat gets connected
Business developmentEnquiries, proposals and engagement letters tracked to signature.
Practice teamsMatters or projects with tasks, deadlines, documents and timesheets.
FinanceTime and fixed-fee billing, retainers and collections.
PartnersUtilization, realization and profitability per client and matter.
Recommended platforms

Built around how your firm bills

Zoho for professional firms

ZohoAuthorized Partner

Our usual recommendation: flexible, document-friendly and quick to adopt.

  • Zoho CRM for intake and relationships
  • Zoho Projects for matters and timesheets
  • Zoho Books for billing and collections
Explore Zoho Solutions

Odoo for professional firms

OdooSilver Partner

A fit for larger firms that want projects, timesheets, HR and accounting in one ERP.

  • Odoo CRM and Project
  • Timesheets and invoicing
  • HR and staff management
  • Accounting and VAT
Explore Odoo Project & Timesheets
Automation & AI opportunities

More billable hours, less admin

Engagement letters on autopilot

Approved proposals generate engagement letters for e-signature.

Deadline reminders

Tasks and deadlines escalate automatically before they are missed.

AI document assistant

Drafts summaries and first versions of routine documents for professional review.

KPIs & management dashboards

What partners need to see

Billable utilization per person

Work in progress not yet billed

Collections and aged receivables

Profitability by client and matter

Professional-services clients

Trusted by advisory firms

HLB Financial Consultant
Related services

Go further

Zoho Projects

Learn more →

Zoho Sign

Learn more →

SOP Development

Learn more →
FAQ

Questions firm leaders ask

Can we bill by hour and by fixed fee?

Yes. We configure time-based, fixed-fee and milestone billing per matter.

Is client information kept confidential?

Yes. Role-based access restricts matters to the people working on them.

Can we start with time tracking only?

Yes. Many firms start with timesheets and billing, then add CRM and intake.

Let's talk about how your business really runs.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

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