OneDesk for Professional Services Admin Work Management
How does OneDesk help my Admin team?
Ensure Smooth Day-to-Day Operations for Your Firm
Manage Firm Admin Needs and Internal Support Tickets
Professional services admin handles consultant requests for travel booking, expense help, or client meeting setup. Capture these tasks as tickets in OneDesk via email or internal forms. Organize tickets by consultant or client account using custom views. Track completion times using internal SLAs. Report on admin support workload.
Client Portal for Easy Admin Request Submission
Organize administrative support tasks for consultants, like complex travel arrangements or client event coordination. Use subtasks for flights, hotels, and ground transport. Set dependencies linking client meeting confirmation to travel booking. Schedule tasks around consultant availability.
Track Admin Time for Firm Profitability
Admin teams in professional services track time spent supporting specific client engagements or practice areas. Log hours against administrative tasks using OneDesk timesheets. Support accurate overhead allocation to client projects. Improve admin efficiency.
Organize Administrative Tasks for Your Consulting Firm
Automate professional services administrative tasks. Automatically assign requests for travel booking or expense report assistance based on consultant or practice area. Send automated reminders for timesheet submissions. Triage internal admin requests.
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