Lawyers, notaries, accountants, advisors: your time is your product. Every minute spent looking for a document, chasing a signature or preparing an invoice is a minute you can’t bill. Nuagix sets up Zoho One so your client files, your time and your invoicing work together.
What Zoho One solves for you
- Client intake: a file-opening form, online booking with Zoho Bookings and automatic reminders.
- Files: a complete client record, documents organized in Zoho WorkDrive and the history of exchanges.
- Signatures: mandates and documents signed electronically with Zoho Sign.
- Billable time: logged by file, then turned into an invoice in Zoho Books.
- Client portal: your clients view their invoices and upload their documents online.
- Confidentiality: role-based access, change history and data hosted in Canada.
The Zoho applications used
Zoho CRM, Zoho Bookings, Zoho Sign, Zoho WorkDrive, Zoho Projects, Zoho Books and Zoho Forms.
Why Nuagix
- More than 350 implementations and more than 250 optimizations for existing clients, across dozens of sectors.
- A ready-to-adapt solution for investment and insurance advisors: Zoho AssurInvest by Nuagix.
- An approach that supports your Law 25 and Bill 96 compliance. See Zoho and Quebec compliance.
- Virtual administrative assistants to free you from office work, with Alter ego par Nuagix.
Frequently asked questions
Does Zoho replace practice management software?
For many small and mid-sized firms, yes: Zoho One covers client, document, time and billing management. We confirm this with you during the analysis, based on your professional obligations.
Can I keep my current email?
Yes. If you use Google Workspace or Microsoft 365, we sync them with Zoho CRM, with no migration.