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WassliSystems
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WassliSystems
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Industries · Legal

Matter intake to invoice, with an audit trail.

Law firms need intake that checks conflicts, documents assembled from templates, time recorded against matters and clients kept informed securely.

  • Zoho CRM
  • Zoho Creator
  • Salesforce
  • Document generation
  • E-signature
  • Client portal

01 — What breaks

Where legal teams lose time.

Intake happens by email and phone, conflict checks rely on memory, and documents are rebuilt from old files.

Time is recorded late or not at all, so billing is slow and incomplete.

02 — What we build

Systems for legal.

Intake and conflicts

Structured intake forms with conflict checks against existing clients and parties.

Document assembly

Engagement letters and standard documents generated from matter data and templates.

Time and billing

Time entries against matters, approvals and invoices to accounting.

Client portal

Secure portal for documents and matter status.

FAQ

Questions from legal teams.

Can conflicts be checked automatically?

Yes, against clients, related parties and opponents stored in the system, with results recorded on the matter.

Is client data kept confidential?

Matters are restricted by team with role-based access and audit logs.

Can documents be e-signed?

Yes, with Zoho Sign, DocuSign or similar, filed back to the matter.

Services used

The services behind this

Next step

Start with a 30-minute call.

Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.

Enquire

Talk to us about Legal practice CRM & matter management.

Tell us what you run today and where it breaks. We reply within one business day.

So we can call you back the same day. Country code is filled in for you.
We reply within one business day.
Request a consultation