OneDesk for professional services Legal Work Management
How does OneDesk help my Legal team?
Oversee Client Contracts, SOWs, and Service Agreements
Track SOW Approvals and Client Contract Tickets
Professional services legal handles requests to review SOWs, MSAs, or advise on engagement risks. Track these requests as tickets in OneDesk via email. Organize requests by client or deal size using custom views. Set SLAs for SOW review turnaround to speed up deal closures. Report on legal review workload.
Clients Access SOWs and Contracts via Portal
Manage the legal review of client engagement contracts (SOWs, MSAs). Use tasks to track each review, with subtasks for specific clause analysis if needed. Set dependencies making legal approval a prerequisite for project kickoff. Schedule target turnaround times.
Log Time Spent on Client Contract Work
Internal legal teams in professional services track time spent reviewing client contracts (SOWs, MSAs) or advising on engagement risks. Log hours against legal review tasks using OneDesk timesheets. Support internal cost allocation to engagements. Understand legal effort in the sales/delivery cycle.
Track Tasks for Client Contracts and SOW Management
Automate the legal review of engagement contracts. Set up workflows where submitted SOWs are automatically assigned for review based on deal size or complexity. Trigger notifications back to the engagement manager upon completion.
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