Managing different billing preferences is a constant challenge for law firms. Each client and matter can have a unique structure. Some are billed hourly. Others prefer a flat rate. In some matters, fees depend on the outcome, using a contingency model. Handling these varied billing models manually takes time and increases the risk of errors, too. Accuracy and speed are critical in legal work. That’s where the power of automation comes in. With the Law Firm CRM, built on Zoho CRM, your firm can easily handle different billing preferences. You can generate contracts that match each client’s billing terms. No more manual edits or delays.
Firms can create legally binding contracts with just one click. It’s fast, accurate, and professional. Whether it’s a retainer agreement or a contingency contract, everything is tailored. This process saves time and boosts client trust. Clients see that your firm is organized and tech-savvy. It also ensures consistency across all documents.
In this blog article, we will see how we can generate contracts with Law Firm CRM and transform your workflow. Automate the tedious parts so your team can focus on clients. It’s smarter, simpler, and built for modern law firms.
Every law firm handles billing differently. Some charge by the hour. Others prefer a flat rate for specific services. Many firms work on contingency, where fees depend on the matter outcome. Managing these billing models manually takes time and increases the risk of errors. That’s where the Law Firm CRM makes a difference. It allows firms to manage and automate custom billing preferences with ease. Whether your firm handles hourly work or complex contingency agreements, everything is built into one system.
With this flexibility, your firm can generate accurate contracts every time. No matter the client or matter type, contracts are tailored automatically. Using the mail merge feature, you can generate contracts with Law Firm CRM in just one click. This automation reduces billing mistakes and saves your team valuable time. It also creates a more professional experience for your clients. They’ll appreciate clear, accurate, and timely contracts.
Whether it’s a retainer agreement, hourly engagement, or a contingency contract, everything stays consistent. Your team can focus on clients instead of spreadsheets and paperwork.
Billing in law firms isn’t one-size-fits-all. That’s why Law Firm CRM is built to support multiple billing models. It simplifies complex billing structures and keeps everything organized. The system supports three main billing types. Each one is managed automatically to reduce errors and save time.
With these features, your firm can handle any billing preference with ease. You can generate contracts with Law Firm CRM that match each billing model. This ensures that contracts are accurate, professional, and fully aligned with client expectations.
Everything is stored in one place and always up to date. No more spreadsheets. No missed billable hours. Just clean, automated billing for every matter type.
When working on a deal, which is essentially a matter in the Law Firm CRM, contract generation is seamless. Within the Matter module, users can choose the appropriate contract based on the matter’s billing preference. Follow these steps to generate a contract:
Navigate to the Matters Module and open the relevant matter for which the contract is needed.
Access the Mail Merge Option by clicking on the three dots in the top-right corner of the screen.
Select Mail Merge. The system provides different contract templates based on the billing preference (hourly, flat rate, contingency, etc.).
You will be redirected to Zoho Writer. The CRM pulls all relevant data from the respective fields and modules. With one click, a legally binding contract is ready for review and dispatch.
This process ensures contracts are accurate, consistent, and efficiently created based on matter details.
Creating legal contracts manually can take hours. It also increases the risk of errors and delays. With Law Firm CRM, you can generate contracts quickly, accurately, and professionally.
By choosing to generate contracts with Law Firm CRM, your firm gains speed, precision, and consistency. It’s a smarter way to work—one that lets your team focus more on clients and less on paperwork.
Traditional contract drafting takes time and effort. It often slows down your workflow and increases the chance of costly mistakes. Today’s law firms need smarter tools to stay efficient and competitive. With Law Firm CRM, contract creation becomes fast, easy, and error-free. You can generate contracts with Law Firm CRM in just one click. The system pulls all relevant billing and client details automatically.
Whether your firm uses hourly billing, flat fees, or contingency models, the Law Firm CRM adapts. It ensures that every contract reflects the correct terms. This not only improves accuracy but also strengthens client trust. The CRM reduces administrative work and frees your team to focus on clients. It keeps your documents professional, standardized, and compliant with legal best practices. Clients benefit from faster contract delivery, which boosts satisfaction and shows your firm stays organized and modern..
If you’re ready to save time, reduce errors, and impress your clients, now is the time. Start using the Law Firm CRM today. Experience the power of automation and take your legal practice to the next level. Generate contracts with Law Firm CRM and bring simplicity, speed, and professionalism to every matter you handle. Here are our experts to help you know more.