Setting up Zoho Books for small Law Firms
Am wondering if anyone here is successfuly using or has set up Zoho Books for a small law firm? I'm in the process of setting up a sandbox ZB account to be used as a test case and have set up a workflow using the Retainer feature to track Trust Funds. I would like to ensure that all the information related to each client's matter can be captured in ZB and any related Trust Reporting. Would I need to integrate Zoho Projects to do so?
Earl Rudolfo