Legal Dial + Zoho CRM.
Every intake call your firm receives, captured live and then written into Zoho CRM with the full context attached. No paralegal retyping. No missed details.
Zoho CRM is part of the broader Zoho suite and offers customizable pipelines, workflow automation, and reporting at a lower price point than most enterprise CRMs. It is a common choice for cost-conscious firms.
Your receptionists become an extension of your Zoho CRM workflow.
Legal Dial's live agents answer your firm's calls, qualify new callers with your intake questions, and then push the results directly into Zoho CRM. Your team opens Zoho CRM to find a new record, the full call note, and any workflow already in motion, without lifting a finger.
Mapped to your Zoho CRM setup.
We map to the fields, categories, and structures already configured in your Zoho CRM account, so nothing is generic and nothing has to be retyped later.
Your intake, your fields.
The questions, matter types, and custom fields we capture are the ones your firm has already standardized on. We follow your script, not a generic template.
Conflict details captured up front.
Opposing party, related parties, and jurisdiction are collected during the call and attached to the record so your team can run a conflict check before you accept.
From ringing phone to updated Zoho CRM.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Intake is captured.
We collect contact info, matter type, jurisdiction, conflict details, and any custom fields your firm needs before pushing to Zoho CRM.
Zoho CRM is updated automatically.
The moment the call ends, Zoho CRM receives the new record with the full call context attached. No manual entry.
Your team gets notified.
We ping the right person on your team, kick off downstream workflows, and keep Zoho CRM in sync with the rest of your stack.
Every new-client call, already in Zoho CRM.
- New records created in Zoho CRM automatically after every intake call.
- Call notes, conflict details, and matter type attached to the Zoho CRM record.
- Custom intake fields captured exactly the way your firm structures them.
- Consultations that get booked land on the assigned attorney's calendar.
- Downstream workflows in Zoho CRM kick off the moment the call ends.
- Zero double-entry, your paralegals stop retyping intake notes.
Other crm & intake tools we support.
Legal Dial and Zoho CRM, answered.
Zoho CRM is a customizable CRM within the Zoho product suite. It is popular with cost-conscious law firms that want pipeline, automation, and reporting without an enterprise price point.
The integration is set up during onboarding. You authorize Legal Dial to send data to your Zoho CRM account, we map your intake questions to the fields your firm uses, and from that point forward every qualifying call flows into Zoho CRM automatically.
Yes. Legal Dial connects to your existing Zoho CRM subscription. We do not resell Zoho CRM and we do not replace any part of it.
At minimum, the caller's contact details and the reason for the call. On top of that we can pass matter type, jurisdiction, source, referral information, and any custom intake fields your firm captures during the call.
Yes. Legal Dial only sends the intake information you configure and does not share your client data with third parties outside of the systems your firm has authorized. All data is encrypted in transit.
Most firms are live within a few business days. Timing depends on how customized your intake is and how many fields we need to map.
Ready to connect Legal Dial to Zoho CRM?
Try Legal Dial free. We will wire the intake flow into your Zoho CRM setup for you.