Simplified collaboration for legal teams

Working alone as a siloed unit is a thing of the past. Seamlessly collaborate with every team and avoid possible pitfalls.

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Work in and alongside your customer pipeline

Legal teams work on some of the most critical customer-related processes, contracts, negotiations, compliances, and more. So why should they be left out of the loop? Get the customer data you need—and on time—to streamline your business's legal processes.

Increase efficiency, increase compliance

When the legal team is plugged into Zoho CRM, you can:

Reduce turnaround times by streamlining contract creation and approval processes.

Eliminate bottlenecks in legal reviews to enable faster deal closures.

Automate repetitive tasks to free up resources and enable your team to focus on high-value legal work.

Faster campaign execution means quicker lead generation, higher conversion rates, and increased revenue.

A space that works for your team

  • Legal module
  • Your legal teamspace

Legal module

Team modules retrieve, process, and display relevant customer information. Want to streamline contract creation and delivery? Handle it with a Contract Management module. Looking to manage customer consent forms? Create a Customer Consent Forms module.

Zoho CRM module creation for legal

Your legal teamspace

Create a Legal teamspace where you and your team can work with the data that matters, with nothing else getting in the way. You get to decide which modules have a place in your teamspace, who gets access, and to what extent.
Want to know project specifics before a legal review? You'll need a Projects module. Need to know deal values so you can prioritize contract creations? Add a Deals module.

Zoho CRM legal teamspace

True cross-team collaboration

Keep track of cross-team requirements using requester modules, which enable collaboration between teamspaces. For example, let's take a look at the Contract Negotiation module. Your sales team can submit a contract creation request, for which your legal team receives a notification in their teamspace. Thereafter, both sides can track deliverables, customer communications, negotiations, and everything else—right from Zoho CRM.

Requester module for legal

Communication that doesn't slow you down

Typically, legal teams are forced to juggle multiple communication channels to get work done. To other teams, this just means, "Send it to Legal." Need contracts drawn up? Send an email to Legal. Need to revise contracts? Send a message to Legal. Need to resolve a customer conflict? Call Legal. And throughout all of this communication, critical information often gets lost. Instead, envision a world where processes and information-sharing are automated.

Do more together

Simplify and enhance all of your daily processes in Zoho CRM:

  • Draw up contracts
  • Carry out audits
  • Ensure compliance
  • Resolve complaints
  • Automate pipeline processes
  • And the list goes on.

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