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 market
Client experience is now the differentiator in legal services.
Clients rarely judge the law; they judge whether anyone told them what was happening. Firms lose work to responsiveness, not to advice, and lose referrers the same way — quietly, without ever being told why.
Onboarding is where matters stall
Identity checks, source of funds and engagement letters hold up more files than any legal complexity does. Chasing those documents by email, one client at a time, is a fee earner's day spent on administration and a client's first impression of the firm.
Referral sources need managing like clients
Estate agents, brokers, accountants and past clients send most of the work in a typical high street firm, yet few firms can say which source produced which matters last year. Without that, marketing spend is guesswork and the relationships that matter go untended.
Compliance is easier when it is a by-product
File reviews, undertakings, key dates and retention periods all have to be demonstrable, not merely done. Firms that record this as part of running the matter find audits and insurance renewals straightforward; firms that reconstruct it afterwards spend weeks doing so.
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.
Can it manage matters rather than just sales opportunities?
Yes. Matters are configured with their own stages, key dates, documents and fee earner assignment, so a conveyancing file and a probate file each follow their own process rather than being forced into a generic sales pipeline.
Can it handle client onboarding and document collection?
Yes. Onboarding can be set up as a tracked sequence — engagement letter out, identity documents requested, source of funds received — with automatic chasers, so files do not sit waiting on paperwork nobody has followed up.
How much does Zoho One cost?
Zoho One bundles the full suite of 45+ integrated business apps for roughly £37–£45 per user per month, depending on your plan and headcount. That includes a professional mailbox on your own domain, so most businesses can drop their Google Workspace or Microsoft 365 licences altogether. We break the numbers down in our guide to Zoho One pricing in the UK, or talk to our Zoho team about the right plan.
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.