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Professional Services
Zoho solutions for professional services
Law firms, accounting practices, engineering consultancies, and other professional services firms need precise time tracking, project-based billing, and robust client management. We configure Zoho to handle the complexity of service-based businesses.
What we implement
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Project-based time tracking and billing
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Client portal for document sharing
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Engagement letter and proposal management
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Resource allocation and utilization reporting
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Automated invoicing based on milestones
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Practice management dashboards
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Conflict of interest checks
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Multi-rate billing and retainer management
Zoho products used
Books CRM Projects AnalyticsZoho People
Case study
Mid-size consulting firm
Implemented Zoho Projects + Books for a 40-person consulting firm. Automated time-to-invoice workflow reduced billing cycle from 3 weeks to 3 days.