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ZOHO FOR LEGAL SERVICES

Legal Services,
matters, documents and billing.

Manage client intake, matters, documents, hearings, time and billing on Zoho, with confidentiality and access control built in.

Talk to an industry expert See how it works
Legal Services on Zoho · built on Zoho
KLegal ServDashboardIntakeMattersHearingsTimeBilling
DashboardSearch records…PK
Active matters846 new
Hearings this week123 tomorrow
Billable time426 hrsThis month
Unbilled₹18 LTo invoice
Matters by practice
CorporateLitigationTaxIPReal estateLabour
Recent activity
Matter M-221 · Contract disputeHearingScheduled
Intake · New clientConflictIn review
Time entry · Week 44ApprovalApproved
Invoice INV-118BillingIssued
Matter M-209ClosedDone
Hearing reminder sent
THE CHALLENGE

What slows legal services teams down today.

01Intake and conflicts are manualNew matters start without a structured intake or conflict check.
02Hearings and deadlines are missedDates sit in diaries and spreadsheets.
03Time is not billedHours worked never reach the invoice.
HOW IT WORKS ON ZOHO

One connected flow, end to end.

Every step is configured around your process during implementation.

1IntakeClient and conflict check
2Open matterTeam, fees and documents
3WorkTasks, hearings and time
4BillTime-based or fixed invoices
5CloseArchive and feedback
WHAT WE BUILD

Built for Legal Services, not adapted to it.

Matter managementMatters, parties, hearings and deadlines.
Document managementVersioned documents with access control.
Time and billingTime entries, retainers and invoices.
Client portalSecure updates and document sharing.
THE ZOHO STACK

The Zoho apps behind Legal Services on Zoho.

Licensed, implemented and supported by Kelevo, a Zoho Premium Partner.

CRZoho CRMManage leads, deals and customers in one place, with process automation, omnichannel communication, analytics and AI built in.Explore CRM →CrZoho CreatorA low-code platform to build custom business apps for web and mobile, with workflows, reports and integrations.Explore Creator →WoZoho WorkDriveShared online file storage for teams, with permissions, version history and built-in office apps.Explore WorkDrive →SiZoho SignLegally binding digital signatures with workflows, templates and audit trails.Explore Sign →BoZoho BooksGST-ready online accounting for invoicing, banking, expenses, inventory and financial reporting.Explore Books →PrZoho ProjectsProject management with tasks, Gantt charts, timesheets, issue tracking and team collaboration.Explore Projects →
CLIENTS IN THIS SECTOR

Legal Services businesses that run on Zoho with us.

Zoho implementations Kelevo delivered directly in this sector.

FAQS

Questions we often hear.

Do you have experience in legal services?

Yes. Kelevo has delivered Zoho implementations for businesses in this sector, and our consultants start with a process workshop before configuring anything.

Can Zoho connect to the systems we already use?

Yes. We integrate Zoho with ERPs such as SAP, Microsoft Dynamics and Tally, payment gateways, telephony, marketplaces and in-house tools using native connectors, Zoho Flow or custom APIs.

How long does an implementation take?

Most projects go live in phases. After a short discovery, we share a phase-wise plan with scope, timeline and commercials before work begins.

TALK TO AN INDUSTRY EXPERT

Planning Zoho for legal services?

A 45-minute discovery call maps your process to the right Zoho apps, with an indicative scope and plan.

Book a discovery call →