Zoho for your industry
Zoho CRM for personal injury and mass tort law firms
Legal intake is a speed-and-paperwork problem: leads arrive from phones, web forms and referral partners, and a retainer that is not signed quickly goes to another firm. We have built Zoho CRM for three law firms, from a two-office personal injury practice to a four-office, three-state intake operation to a nationwide mass tort litigator, and the same build patterns keep coming up.
The problems we keep seeing
What was broken before the build
Chalaki Law
- • Intake scattered across three channels
- • Retainers and medical releases stuck in paper
- • No shared view across both Texas offices
GoSuits
- • Four offices, four ways of tracking leads
- • No visibility into lead-to-signed-client conversion
- • Call center handoffs lost context
Triten Law
- • High-volume intake with inconsistent qualification
- • No clear view of claimant stage across litigation tracks
- • Co-counsel and referral fee-splits tracked separately
What we built
The build, client by client
Chalaki Law: One intake pipeline for two offices and every accident case type
We built a single Zoho CRM instance that treats every inbound channel the same way, then layered the paperwork and deadline tracking most firms still do by hand on top of it.
- Unified intake pipeline for phone, web, and referral-partner leads
- Zoho Sign workflows for retainers and HIPAA medical releases
- Case-stage Blueprint: Intake → Treatment → Demand → Settlement/Litigation
- Automated statute-of-limitations and treatment-gap reminders
- Shared case visibility across the Carrollton and Dallas offices
- Zoho Analytics dashboard for intake-to-signed-client conversion
GoSuits: Syncing intake across four offices in three states
One Zoho CRM pipeline now covers every office, with state-specific fields where the law actually differs and a single dashboard where it doesn't.
- Single pipeline across Los Angeles, Irvine, Carrollton, and Chicago
- State-aware case fields for CA, TX, and IL requirements
- 24/7 call center intake synced directly into Zoho CRM
- Zoho Sign for retainer agreements across every office
- Firm-wide Zoho Analytics dashboard for conversion by office and campaign
- Zoho Desk ticketing for post-signing client communication
Triten Law: Qualifying thousands of mass tort claimants without losing the thread
Every campaign now runs through consistent, criteria-driven intake in Zoho CRM, with a live view of each claimant's litigation stage and referral relationship attached to the case.
- Campaign-specific intake forms with automated qualification Blueprints
- Litigation/MDL-stage pipeline across all active mass tort campaigns
- Zoho Sign for retainer and case-management agreements
- Co-counsel and referral relationships linked to case records
- Zoho Flow routing for high-volume ad-driven intake
- Zoho Analytics reporting on qualification rate by campaign
Zoho products used
Which Zoho modules these builds rely on
- Zoho CRM · used in 3 of 3
- Zoho Sign · used in 3 of 3
- Zoho Analytics · used in 3 of 3
- Zoho Campaigns · used in 1 of 3
- Zoho Desk · used in 1 of 3
- Zoho Flow · used in 1 of 3
Each of these builds started from how the firm actually takes a case from first contact to signed retainer, not from a template. If your intake looks similar, the case studies above have the detail.
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