LEVO, a law firm powered by Zoho and Tooly
In a sector known for its traditional approach, the law firm LEVO stands out for its early and strategic adoption of Zoho solutions. Founded in May 2022, LEVO integrated a complete suite of Zoho tools from the very beginning, ranging from CRM to project management and invoicing. This case study explores how LEVO, with the help of integration agency Tooly, optimized its operations and improved its efficiency to offer a modern client experience.
"We recommend Tooly without hesitation. Their young and dynamic team, operational efficiency, and diverse expertise have allowed us to get the most out of Zoho. We had a great time working with them!"
Philippe Normandeau
Lawyer & Financing Consultant, LEVO
The challenge
Modernizing a law firm's operations
Like many young companies, LEVO needed to establish a solid foundation for rapid growth. The firm wanted to avoid the pitfalls of isolated systems and manual processes that hinder productivity. The main issues were:
Centralizing client data and files
Ensuring easy and secure access to all relevant information
Automating invoicing
Simplifying the billing process, from time tracking to invoicing and payment reminders
Efficiently manage projects
Tracking case progress and important deadlines
Integrating tools
Creating a coherent ecosystem where data flows freely between different applications
The solution
The Zoho One ecosystem and Tooly's expertise
LEVO chose Zoho One for its comprehensive suite of integrated applications and competitive pricing. The main tools used are:
- Zoho CRM: Client management and communication tracking;
- Zoho Books: Invoicing and accounting;
- Zoho Projects: Time tracking and project management;
- Zoho Analytics: Custom reports and data consolidation;
- Other tools: Zoho Flow, Bookings, Forms, Expense, SalesIQ, Campaigns, and Social to optimize various aspects of the business.
To ensure successful implementation, LEVO turned to Tooly, a Zoho integration agency. Tooly helped LEVO configure Zoho tools according to its specific needs, integrate applications, and automate key processes.
Implementing the Zoho ecosystem
LEVO’s founders were already familiar with Zoho and Tooly.
They wanted to integrate best practices from the start:
Clients are created in CRM
Projects are created in Projects
The billing cycle is completed in Zoho Books
The company complies with the bar requirements thanks to the Zoho solution.
After integration
Results and Benefits
The adoption of Zoho solutions and collaboration with Tooly have enabled LEVO to achieve significant improvements:
Increased efficiency
The integration of Zoho Projects and Zoho Books has greatly improved productivity, particularly through automatic reminders for overdue invoices.
Centralized information
Zoho CRM has become the starting point for structuring each client file, with all attachments and notes centralized.
Informed decision-making
Zoho Analytics provides detailed reports on time spent on cases, financial performance, and other key indicators, allowing LEVO to make strategic decisions based on tangible data.
Enhanced brand image
Customizing invoices with LEVO’s logo and legal notices helps reinforce its professional image.
Client satisfaction
Thorough case tracking and transparent invoicing ensure high client satisfaction.
Quality-price ratio
LEVO is very satisfied with the value for money of Zoho One, considering that the suite meets 80% of its needs at a very competitive cost compared to solutions like Salesforce or HubSpot.
Tooly's role: A vital partner
LEVO emphasizes Tooly’s importance in its success with Zoho. Although formal training was not necessary, Tooly’s assistance with configuration, integration, and custom developments has been invaluable. LEVO particularly appreciates Tooly’s young and dynamic team, operational efficiency, and diverse expertise.
Challenges and future opportunities
Despite the many benefits, LEVO encountered some challenges, including the learning curve for certain advanced Zoho features. Additionally, the firm would like better telephony integration, and a budget management tool integrated into Zoho Books.
In the future, LEVO plans to extend its use of Zoho products to other areas. The firm intends to continue working with Tooly on new projects and the integration of new Zoho modules.
Conclusion
LEVO’s story demonstrates how a modern law firm can leverage Zoho solutions and the expertise of an integration agency to transform its operations, improve efficiency, and deliver a quality client experience. By adopting a proactive approach and surrounding itself with the right partners, LEVO has positioned itself for sustainable growth and long-term success.