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Zoho CRM SetupProfessional ServicesMumbai, IN8 days
From inbox-as-CRM to a 14-stage matter pipeline.
Designed a Zoho CRM around their matter lifecycle, migrated 6 years of contacts, and trained 22 lawyers in a single afternoon.
100%
Pipeline visibility
−71%
Avg follow-up time
8 days
Go-live
Client
Harborline Legal LLP
Year
2025
The problem
Leads lived in personal inboxes. Partners had no view of pipeline value. Follow-ups were missed weekly.
Our approach
- 01Stage map workshop with the managing partner
- 02Custom modules for Matters, Hearings, Retainers
- 03Workflow rules for SLA reminders + conflict checks
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