Professional services · Zoho partner in the USA · Los Angeles
Law offices, CPA practices, immigration teams and consultancies sell hours and judgment. The paperwork around that should run itself.
Our team, led from Glendale just outside Los Angeles, is a certified Zoho Advanced Partner. For US firms we connect the pieces that usually live in five different tools: the intake form, the conflict search, the engagement letter, the matter or project, every logged hour, the client folder and the invoice. One signature starts the work, and the work already knows how it will be billed.
Advanced PartnerCertified Zoho consultants for firms
Stage 1 of 3: the client signs the engagement letter, and its three scope lines are on record.
01Four kinds of firm
Every firm on this page bills for expertise, but each one breaks in a different spot. A law office worries about conflicts and trust money, a CPA practice about April, an immigration team about filing deadlines, a consultancy about scope creep. Pick yours for the setup we would start from.
See the legal setup →
See the immigration setup →
See the consulting setup →
See the CPA firm setup →
02One client file, seven tabs
Think of the old paper client file with its labeled dividers. Each tab below is one divider, and each one names the Zoho apps that hold that part of the matter. Open them in order and you can see where the handoffs happen, and which ones your team still does by email today.
The request comes from your website, a referral partner or a phone call. A Zoho Forms questionnaire collects the facts you always ask for, the prospect picks a consult slot in Zoho Bookings, and both land on one Zoho CRM record with the source attached, so you know which referrers keep sending good work.
Zoho CRM has no conflict check out of the box, so we build one: a search across clients, contacts, related companies and adverse parties already on file, with near matches flagged for a person to judge. The result and who cleared it are saved on the prospect, which matters if the question ever comes up again.
Your letter template pulls the client name, scope, rate or fee and billing terms from CRM, and Zoho Sign sends it with the signer order you want. Once it is signed, the prospect becomes a client, a matter or project opens with the scope lines as tasks, and a retainer request can go out the same hour.
Staff log time against the task they worked on, from a browser, the mobile app or a timer, so the hour is captured while it is still fresh. Client documents sit in a WorkDrive team folder per matter, and outside parties can upload through a request link instead of an attachment.
Timesheets go through an approval step, so a partner can trim or write down hours before a client ever sees them. Budget burn is visible on the matter while there is still time to call the client about scope. Zia, Zoho’s built-in AI (now also called SI, super intelligence), can draft a short matter summary for that call, and a person edits it.
Zoho Books bills the project the way the letter says: by project hours, by task or staff hours, or as a fixed cost. Retainers go out as retainer invoices and monthly arrangements as recurring ones. Clients pay from the invoice link, and payments match back to the matter, so the partner can see what is collected as well as what is billed.
A closing checklist confirms the final bill is paid, any unused retainer is handled under your policy, and the closing letter is sent. The folder locks to read-only, the record keeps its retention date, and the firm dashboard shows which practice areas and referrers earned the most this year.
Tab 1 of 7
03Engagement-to-invoice estimator
How you bill decides more of the Zoho build than anything else. Choose your main billing model and the extras your firm needs, and you get the setup checklist we would start from, the chain from letter to invoice, and a sample invoice line built the way your clients would see it.
Setup checklist
Sample invoice line
Apps in play
04Recommended Zoho stack
Fewer than you might fear. A solo practice can run well on four apps. As the headcount grows, timesheets and reporting earn their place, and once you have several offices or practice groups, Zoho One usually costs less than adding apps one at a time.
1 to 10 people
Get intake, letters and invoicing out of email first. Time can live in Zoho Books at this size.
Most firms we meet
11 to 50 people
Several people bill the same matter, so timesheets, approvals and shared folders move to the center.
Zoho ProjectsMatters, timesheets, budgetsZoho WorkDriveFolder per client and matterZoho FormsIntake and document checklistsZoho AnalyticsUtilization and realizationPlus everything in the small-firm stack.
Several offices or practice groups
Every person needs several apps, so one suite licence per employee is usually the simpler bill.
Zoho OneThe whole suite, one licence
Zoho CreatorA client portal built for you
Zoho PeopleStaff records, leave, CPE or CLE hours
Zoho DeskClient questions as ticketsEvery app from the other two columns is included in Zoho One.
05Confidentiality and US rules
Zoho gives you the controls; your firm keeps the professional duty. US attorneys answer to their state bar’s confidentiality rules, and tax preparers fall under the FTC Safeguards Rule and the IRS expectation of a written security plan. We set the access, sharing and logging so they match the policy your firm writes, and your own compliance lead or counsel signs off on it.
We do not hold any security certification ourselves and we do not give legal or tax advice. What we do is show your compliance lead exactly how each setting is configured, in writing, before the system goes live.
06Leaving your current tools
Most firms we talk to run a practice tool, an accounting file, a document store and an e-signature app that never talk to each other. Pick the one you use now to see what moves, where it lands in Zoho, and the snag we plan around.
Clio
07Licence calculator
For most small and mid-size US firms, the apps-only route is cheaper: everyone gets Zoho Projects and WorkDrive, and only the client-facing people get CRM and Sign seats. Zoho One flips that math once you want help desk, HR or analytics too, because it licenses every employee for the whole suite at $37 a month on yearly billing.
Only the apps you need
$0a month
Lower licence costZoho One, all employees
$0a month
Lower licence costZoho’s US list prices in dollars, before sales tax. Apps route: Zoho CRM Professional $23 a user ($35 monthly), Zoho Sign Standard $10 ($12), Zoho Projects Premium $4 ($5), Zoho WorkDrive Team $4.50 ($6) and Zoho Books Professional $40 per organization with 5 users ($50). Zoho One is $37 per employee when every employee is licensed ($45 monthly), or $90 per user for a flexible headcount ($105). Since a firm’s seat mix rarely matches a template, we re-run these lines with your real staff list before anything is ordered.
08Three ways to start
Each package ends at a moment your partners will notice: the first consult booked online, the first invoice built from logged hours, or every office on one system. Scope, data and dates are written down and agreed before we configure anything.
For small firms still booking consults by email
Our fee is one fixed amount, set in the BRD you sign before the first intake form goes live.
Where most firms start
For firms where several people bill the same client
Fixed in a signed BRD, which also dates the first invoice that leaves Zoho Books.
For multi-office firms and several practice groups
A fixed fee per office, agreed in one signed BRD with a go-live date for each.
The first call is free. When a firm has years of matters in an old practice tool, we may suggest a paid scoping session first and tell you what it costs before it is booked.
09Four steps to go-live
We schedule around your busy season. CPA firms usually start in the summer, and law firms tend to switch at a month end so that one billing cycle closes in the old tool and the next opens in Zoho.
10Questions firms ask
Practice software, trust money, client uploads, cost and timing. If your question is about one of your own matters or your billing rules, bring it to the call.
For many small and mid-size firms, yes. Zoho is not built only for lawyers, so we configure Zoho CRM, Zoho Projects, Zoho WorkDrive and Zoho Books as your matter system. If you depend on court-rules calendaring or a dedicated trust ledger, we will say so on the first call, and some firms keep that one tool and connect it to Zoho.
Zoho Books Professional bills a project by project hours, by task hours, by staff hours or as a fixed cost. Retainers go out as retainer invoices, and monthly arrangements as recurring invoices. We set the method on each matter to match the engagement letter, so billing staff never choose it by hand.
Zoho Books can record advance deposits as a liability and track them per client, but it is not a dedicated trust-accounting product. Your state bar sets the rules for client funds, so your bookkeeper or accountant decides whether that setup is enough or whether you keep a separate trust tool alongside Zoho.
Yes. Zoho WorkDrive on the Team plan can create upload request links, so a client drops files straight into their matter folder. Zoho Projects can also invite clients as client users to see the tasks and files you choose to share with them.
With all 12 people on Zoho Projects Premium and Zoho WorkDrive Team, four partners or intake staff on Zoho CRM Professional and Zoho Sign Standard, and Zoho Books Professional, the list price is $274 a month on yearly billing, or $3,288 a year. Zoho One for all 12 employees would be $444 a month. Zoho bills licences to your own account; our setup fee is fixed in a signed BRD.
Not out of the box. We build a conflict search in Zoho CRM that looks across clients, contacts, related companies and adverse parties, flags close name matches, and saves the result with the name of the person who cleared it. A person always makes the final call.
It helps most with the work around the return: yearly engagement letters through Zoho Sign, document requests through WorkDrive links, a return queue with due dates in Zoho Projects, and invoices in Zoho Books. Tax preparation itself stays in your tax software, and we can link status between the two where the software allows it.
Yes. We set up case records by visa or petition type with receipt numbers, priority dates and document checklists per applicant, and reminders fire before each deadline you track. Zoho does not file anything with USCIS; your team still prepares and submits the forms.
US firms that sign up on zoho.com are placed in Zoho’s US data centers. We confirm which data center your account sits in during setup, turn on two-factor sign-in for every user, and limit who can export client records.
It depends on how many practice areas, billing models and years of matters you bring. Before we start, the signed BRD gives every step a date, including the cutover day and your first billing cycle in Zoho.
Small firms usually save with separate apps. Zoho One starts to make sense when most people need four or more apps, or when you want help desk, HR or firm-wide analytics as well. The calculator on this page shows both totals for your headcount.
SI stands for super intelligence. In September 2026 a US executive order asked federal agencies to use “super intelligence” or “SI” in place of “artificial intelligence” in official communications. Most businesses still say AI, so we use both terms.
11Let’s talk
Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.
Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.
Thanks, we’ve got it.
We’ll review your request and email you to set up your free consultation. Prefer to pick a time now?
Book a call
