OneDesk for Legal Finance Professional Services Automation
How does OneDesk help my Finance team?
Legal Finance: Track Billable Hours & Client Invoicing
Track Case Billing & Expense Queries with Ticketing
Legal Finance teams, manage client inquiries about invoices, retainer balances, or case expenses using OneDesk ticketing. Capture these securely from clients or internal staff. Custom views like 'Client Billing Dispute' or 'Case Expense Approval' streamline financial workflows for legal matters. SLAs ensure prompt financial responses. Reporting tracks billing accuracy and client financial interactions.
Transparent Billing Info for Your Legal Service Clients
Offer your legal clients a clear and secure portal to view detailed invoices, retainer status, and payment history. They can submit billing inquiries or request breakdowns of charges using confidential ticket forms. This transparency in financial matters is crucial for maintaining trust and good client relationships in legal services.
Automate Client Billing for Legal Services.
Finance within a Legal setting, especially client billing and trust accounting, demands accuracy. OneDesk's professional services automations deliver this. Our system helps you create workflows to automate time tracking for billable hours, generate client invoices, or manage expense disbursements related to cases. Billing inquiries from clients can be automatically triaged. They are then assigned to the billing department for quick clarification. You can also send out automated replies for payment confirmations or retainer replenishment requests. OneDesk’s versatile automations ensure precise financial management. This improves cash flow and client trust.
Manage Finances for Legal Cases
Finance teams or paralegals in law firms, tracking billable hours, case costs, and client bills needs careful attention. OneDesk gives you tools to help manage the money side of your legal cases and firm work. Use its robust features for time tracking, logging costs against cases, and making reports for client billing or internal review. This helps ensure profit and openness. The versatility of OneDesk means it can be set up for various legal billing and financial tracking needs. Its unique scalability supports growth, handling more cases and complex billing.
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