90% Client Data
Centralised.

Fragmented client records, sluggish billing loops.

The firm managed operations across Dubai and London with two disconnected CRM platforms, a standalone legacy billing tracker, and individual partner inboxes. It was difficult to view international client billing aggregates, resulting in billing cycles dragging on, matter progress stalling, and hours spent on manual entries.

For cross-border matters, partners frequently duplicated entries, and compliance documentation was scattered across separate local file servers, raising compliance and auditing concerns.

A unified schema, secure compliance.

We mapped the intake process, billing rules, and document trails for both UK and UAE legal standards. We designed a custom client and matter structure in Zoho CRM that segments data appropriately while offering unified reporting to leadership.

We connected Zoho Books for automated time-tracking, billing calculations, and multi-currency support (GBP and AED), and linked Zoho Projects to keep partners aligned on critical legal deadlines and case structures.

Unified multi-office system.

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  Centralized custom Zoho CRM for cross-border matter tracking and client relationships

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  Automated time-tracking integrations connected directly to Zoho Books for invoice generation

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  Zoho Projects workflows tracking court deadlines and document milestones

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  Zoho Sign document routing to securely manage retainers and engagement terms

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  Role-based permissions ensuring client file access compliance in both jurisdictions