Zoom for Professional Services
Zoom for Professional Services

Stand out. Save time. Win more clients.

Juggling client work, calls, and scheduling? Zoom Workplace unifies it all. Look professional, cut admin time, and scale smoothly — whether you're a lawyer, freelancer, or trade services professional.

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Seamless patient experiences starts with connected teams
Look professional, every time

Look professional, every time

Create a sophisticated business presence and give clients a smooth communications experience with reliable calling, AI-first follow-ups, and built-in collaboration tools.

Spend less, get more

Spend less, get more

Consolidate costs by bringing calling, scheduling, and collaboration onto a single, easy-to-use platform.

Let AI handle the busy work

Let AI handle the busy work

Zoom AI Companion takes care of call notes, follow-ups, and scheduling so your team can focus on client work.

Grow your business

Grow your business

As your client base and team grow, we make it easy for you to add users, manage locations, and keep services consistent, without extra IT overhead.

Use cases
Use cases

Serve clients better with streamlined business communications

Stay professional while working flexibly

After reviewing a contract draft, record a quick Zoom clip walking the client through changes rather than scheduling another call. They review and respond on their own time, and you avoid adding hours to an already busy calendar.

Stay professional while working flexibly
Key features
Key features

Solutions built for busy
client service pros

  1. Zoom Phone

    Zoom Phone

    Get your phone system running in minutes, no IT required. Backed by a 99.999% uptime SLA, clients connect quickly through smart routing. AI handles summaries, voicemails, and tasks so follow-ups are clear and billing stays accurate. Plus, built-in analytics boost responsiveness for better client experiences.
  2. Zoom AI Concierge

    Zoom AI Concierge

    Give clients quick answers anytime with an AI receptionist, available with the AI Concierge add-on. Routine calls are handled quickly, while callers needing live assistance are routed with full context.
  3. Zoom Billable Hours

    Zoom Billable Hours

    Accurately capture time spent on client calls without extra admin. Track hours with client codes automatically or manually and generate reports for easier invoicing.
  4. Zoom Scheduler

    Zoom Scheduler

    Make it easy for clients to find a meeting time that works. Real-time availability and automatic booking puts meetings on your calendar — no more back and forth emails.
  5. Zoom Clips

    Zoom Clips

    Send quick videos instead of meetings. Walk through proposals, give feedback, or explain next steps in minutes — keeping communication clear and efficient.
  6. Zoom Meetings

    Zoom Meetings

    Meet face to face with clients anywhere. Host consultations, project reviews, or team check-ins with high-quality video and built-in AI tools that save time and keep everyone aligned.
  7. Online Fax

    Online Fax

    Send and receive secure faxes with Zoom Phone, no extra hardware or services needed. Share signed contracts, forms, and other documents from your desktop or mobile device.
  8. Team SMS

    Team SMS

    Keep client communications organized with one shared text message inbox for your team. View, reply, and track conversation threads, so nothing is missed.
Security and compliance
Security and compliance

Protect sensitive
client data

Encrypted in transit and at rest

Feature-rich platform supported by a range of encryption technology to support user privacy and security.

Trusted AI

Zoom does not use customer audio, video, chat, files, or transcripts to train its AI models.

Granular AI controls

Admins can enable or disable AI features at the account, group, or user level.

Data residency and retention options

Choose storage regions and retention setting options aligned to your organization's compliance needs.

Certifications and audits

Zoom’s platform maintains compliance certifications like ISO, SOC 2, and HIPAA-ready controls to help you meet regulatory standards

Customer stories
Customer stories

Companies are achieving more
with Zoom

Learn more Mike Morse Law Firm disrupts the status quo with Zoom platform technology

Mike Morse Law Firm disrupts the status quo with Zoom platform technology

"We saw improvement right away. We do not lose calls anymore. We did not have that with RingCentral. Zoom Phone helps us better engage with our clients, and the metrics and data it provides helped us capitalize on ROI almost immediately."

-  John Georgatos, CIO

Mike Morse Law Firm disrupts the status quo with Zoom platform technology
Mike Morse Law Firm disrupts the status quo with Zoom platform technology
Learn more

"We saw improvement right away. We do not lose calls anymore. We did not have that with RingCentral. Zoom Phone helps us better engage with our clients, and the metrics and data it provides helped us capitalize on ROI almost immediately."

-  John Georgatos, CIO

Healthcare Business Bundle
Professional Service Business Bundle

Get more when you bundle with Zoom Workplace

Explore products and pricing for healthcare software solutions.

Annually

  

Business

Most popular

Professional Services 20% off

  

Business Plus

Get Zoom solutions built for professional services

Make work simpler, faster, and smarter for your teams with Zoom Phone,
Scheduler, and Clips in one budget-friendly price.

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Contact sales

Zoom AI Companion is available with eligible paid Zoom Workplace plans. May not be available for all regions or industry verticals.