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
✓
Project-based time tracking and billing
✓
Client portal for document sharing
✓
Engagement letter and proposal management
✓
Resource allocation and utilization reporting
✓
Automated invoicing based on milestones
✓
Practice management dashboards
✓
Conflict of interest checks
✓
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.