Industry Solutions

Zoho for Legal Services

Case Intake, Matter Tracking, and Client Billing in One System

Manual intake and conflict checks, matter documents scattered across individual drives, inconsistent billable-hour tracking — Flowpeak centralizes the practice.

Discuss Your Process

Where it breaks down today

Manual Intake

Client intake and conflict checks are manual.

Scattered Documents

Matter documents are scattered across individual lawyers' drives.

Inconsistent Tracking

Billable hours are tracked inconsistently.

Where Zoho fits

Zoho CRM

Intake

Client and matter intake tracked centrally.

Zoho WorkDrive

Matter Documents

Secure, centralized document storage per matter.

Zoho Projects

Matter Work

Task tracking per matter.

Zoho Books

Billing

Time-based invoicing tied to logged hours.

How the apps connect

The operational flow showing how data moves once this is set up.