Legal Office Management using Zoho Suite
Budget: $30 – $250 USD
I am looking for a Zoho expert to set up a simple and efficient legal office management system using Zoho CRM + Zoho Books + Zoho WorkDrive.
The system will help manage my clients, legal cases, documents, hearing schedules, invoices, and expenses in one platform.
Scope of Work
Customize Zoho CRM as a Case Management System
• Create a custom “Legal Case” module
• Case pipeline: New → In Progress → Court → Closed
• Court dates + automated deadline reminders
• Attach documents to cases
• Create simple dashboards
Configure Zoho Books
• ZATCA-compliant invoicing (Saudi e-invoice requirements)
• Track expenses and payments
• Basic P&L reporting
WorkDrive setup
• Case folders linked to CRM
• Secure access and clean structure
Training
• Show me how to use the system in daily operations
Data Migration
• Import around 70 existing active cases (Excel sheet can be prepared)
Requirements
Must be experienced in Zoho CRM customization
Must understand Zoho Books for Saudi Arabia (VAT & ZATCA compliance)
Arabic language is a plus — but not required at first
Clean and professional delivery (no messy setups)
Timeline
1–2 weeks maximum from project start.
Budget
Competitive offers only.
Please send:
Your past Zoho projects (especially legal / accounting setups)
Your proposed timeline and price
Future Work
After delivery, ongoing monthly support may be considered based on performance.
The system will help manage my clients, legal cases, documents, hearing schedules, invoices, and expenses in one platform.
Scope of Work
Customize Zoho CRM as a Case Management System
• Create a custom “Legal Case” module
• Case pipeline: New → In Progress → Court → Closed
• Court dates + automated deadline reminders
• Attach documents to cases
• Create simple dashboards
Configure Zoho Books
• ZATCA-compliant invoicing (Saudi e-invoice requirements)
• Track expenses and payments
• Basic P&L reporting
WorkDrive setup
• Case folders linked to CRM
• Secure access and clean structure
Training
• Show me how to use the system in daily operations
Data Migration
• Import around 70 existing active cases (Excel sheet can be prepared)
Requirements
Must be experienced in Zoho CRM customization
Must understand Zoho Books for Saudi Arabia (VAT & ZATCA compliance)
Arabic language is a plus — but not required at first
Clean and professional delivery (no messy setups)
Timeline
1–2 weeks maximum from project start.
Budget
Competitive offers only.
Please send:
Your past Zoho projects (especially legal / accounting setups)
Your proposed timeline and price
Future Work
After delivery, ongoing monthly support may be considered based on performance.