Overview of the Solution
If you are already using Zoho Apps for your Legal business, you are well poised to leverage the power of 'incoxBot' and 'Zoho Cliq' Chat Platform. The 'incoxBot' helps you handle the legal related business tasks at ease and at click of buttons. Zoho Cliq provides you a single interface through which you can access all of your Zoho Apps without switching screens or context. You can collaborate with your internal teams through Cliq Channels thus helping you to achieve a unified work space to productively carry out your business tasks in a agile manner. The below diagram depicts the Legal related tasks that can be streamlined using 'incoxBot'.
Salient features of the Solution
- Acquisition of New Client from Lead to Deal Closure in Zoho CRM
- Financial tasks like Creating & Sending Estimates to Clients, Generating Invoice and Recording Client Payments in Zoho Books
- Contract Signing Process using Zoho Sign
- Zoho Campaigns for Client list management and sharing Information
- Handle Client Concerns/Needs through a structured help desk tool Zoho Desk