Software for solicitors
Business software that keeps your legal practice running efficiently.
Fusion Flow gives solicitors and law firms a Zoho-powered system for managing client intake, matter pipelines, follow-ups and invoicing — reducing admin so your team can focus on billable work.
Why solicitors choose Fusion Flow
The problem
What's holding most
solicitors back.
New client enquiries not followed up fast enough
A prospective client who contacts two firms and hears back from one first will usually instruct that firm. Speed of response is often the deciding factor.
Matter pipeline managed in email threads
Without a central CRM, active matters, outstanding actions and client communications are spread across inboxes, making it impossible to see the full picture at a glance.
Referral relationships not nurtured
Solicitors who receive referrals from accountants, IFAs and estate agents but don't maintain those relationships proactively see referral volumes decline over time.
Invoicing delayed after matter completion
Bills raised manually after completion or at month end delay cash flow. Automated billing triggers keep income consistent.
What's included
Everything in your
Fusion Flow setup.
Client Intake
Capture new enquiries from your website, referrers and direct contact — with automated acknowledgement and conflict check prompts.
Matter Pipeline
Track every matter from instruction through key milestones to completion — with task assignments and deadline tracking.
Referral Management
Log referral sources, track referral volumes and automate regular touchpoints with your key referral partners.
Invoice Integration
Milestone and completion invoices through Zoho Books with automated reminders for outstanding balances.
Client Update Automation
Automated progress updates to clients at key matter milestones — improving satisfaction without additional fee-earner time.
Business Development Tracking
Track marketing activities, events and BD relationships in one place alongside your matter pipeline.
Get started
Set up in minutes —
or we'll do it for you.
Register your free Zoho trial
Start a free 15-day Zoho trial — no credit card, no commitment. Access the full platform immediately and configure it to your workflow, or follow our industry setup guides. Reach out any time if you have questions.
Start free Zoho trial (UK & EU) →- 15-day free trial, no credit card needed
- Full Zoho One suite — 45+ apps included
- Upgrade to a paid plan only when you're ready
- Based in the US? Sign up here →
Let us configure it for you
As authorised Zoho Partners, our team will configure Zoho precisely to your business — workflows, automations, pipelines and data migration all handled by us. Most businesses are live within 1–2 weeks.
Talk to our Zoho team →- Discovery call
- Configuration
- Data migration
- Training
- Go live & support
FAQs
Questions about Fusion Flow
for solicitors.
Does this replace our practice management software?
Fusion Flow works alongside practice management software like Clio, LEAP or Osprey — adding CRM, business development tracking and referral management that practice software doesn't handle well.
Can it handle conflict checks?
We configure a conflict check prompt as part of the new client intake workflow — flagging matters for manual review before the record is created.
Can it track different practice areas separately?
Yes. We configure separate matter pipelines for each practice area — conveyancing, family, commercial, wills — with appropriate stages and documentation.
How long does setup take?
Most law firms are live within 2–3 weeks, including data migration and team training.
How much does Zoho One cost?
Zoho One gives you the full suite of 45+ integrated business applications for around £37–£45 per user per month (depending on your plan and number of users). This includes a professional mailbox on your own domain — meaning most businesses can remove their Google Workspace or Microsoft 365 licence costs entirely. If your requirements are more specific, individual Zoho apps are available on free or lower-cost tiers. Most businesses find Zoho One extraordinary value compared to running separate tools for CRM, email, billing, documents and project management. Talk to our Zoho team to find the right plan for your business.
What's included in Zoho One?
Zoho One is an operating system for your entire business — 45+ fully integrated applications at one price. Here's what's included:
All apps are connected — data flows between CRM, finance, HR and support automatically. Talk to our team about how to get the most from Zoho One for your business.
Complete the picture
Software works best alongside
a great website and strong SEO.
Spend more time on client work, less on administration.
Fusion Flow gives solicitors a structured client pipeline, automated matter updates and referral tracking — built on Zoho.