OneDesk for professional services Admin Professional Services Automation
How does OneDesk help my Admin team?
Pro Services Admin: Streamline Operations & Client Work
Manage Consultant Support & Client Admin with Ticketing
Admin teams in Professional Services, use OneDesk ticketing for consultant requests like travel booking, expense report processing, or client meeting setup. Capture via email or internal forms. Custom views for 'Urgent Travel Change' or 'Client Invoice Prep' keep admin efficient. SLAs ensure consultants get timely support. Reporting tracks admin workload per project or consultant.
Streamline Your Client Admin & Info Requests via Portal
Make it effortless for your professional services clients to handle administrative tasks and access key information. A client portal provides a central hub for service agreements, invoices, and project documentation. Clients can submit admin requests or billing questions using simple ticket forms. Live chat can offer quick answers to their administrative queries, enhancing overall client experience with your firm.
Simplify Admin for Your Professional Services Firm.
Admin teams are the operational heart of any Professional Services firm, ensuring smooth day-to-day functions. OneDesk's automations significantly lighten their workload. Our versatile system lets you create workflows for client onboarding processes, managing engagement letters, or coordinating internal team meetings and resources. Incoming administrative requests can be automatically triaged by client account or service type. They are then routed to the appropriate admin staff or project coordinator. You can also use automated replies to confirm appointments or acknowledge document submissions. OneDesk helps your admin team enhance firm-wide efficiency. This allows consultants to focus more on billable client work.
Streamline Admin for Professional Services
Admin teams in professional services, you ensure consultants and project managers can focus on clients by keeping the back office running smoothly. OneDesk helps simplify your administrative tasks and project support. Its robust features assist in managing client onboarding paperwork, scheduling project review meetings, and organizing resource assignments. The platform’s versatility adapts to the varied administrative needs of different service lines, like consulting or managed services. As your firm grows its client base, OneDesk's unique scalability ensures your admin support remains highly efficient and responsive.
Get started free
Evaluate OneDesk for yourself with our completely free 14-day trial.
