OneDesk for Legal Services

OneDesk is an all-in-one solution for legal services to manage requests, deadlines, billing, and client relationships.

Organize client intake & communication

Grow your firm by providing multiple intake and request channels to your clients and prospects. Integrate your business email, provide live chat from your website, answer phone calls, and more – all centralized in one place.

Email

Directly integrate your business email inbox to capture tickets. Send and receive responses straight from OneDesk.

Portal

Provide clients with a portal where they can view progress on requests or project tasks.

Web Widget

Provide easy-to-access communication directly from your website with a customizable widget.

Phone

Answer incoming client calls and link them to tickets without switching tools.

Intake Form

Capture complete and detailed requests right from the start with a customizable request or intake form.

Centralize client communication

Integrate your firm’s email. Emails will be converted to tickets (requests) in OneDesk. The ticket captures all the required information and is linked to the client profile. Plus, receive communications from chat, portal, or integrations. Respond to clients directly in OneDesk. Easily add details or track the progress of tickets. Assign or collaborate on tickets with your team.

Organize case details

Organize all related tasks, tickets (requests), time entries, and other important details. Get a real-time overview of case information and progress.

Complete task management

Get visibility on all tasks. Use the calendar, Gantt, kanban, list, or tree views to easily identify progress and what needs to be done next. Assign tasks to other users to create transparency and accountability. Breakdown work into subtasks and create dependencies between tasks.

Boost productivity with AI

Focus on high-value work by using advanced AI to save time.

AI chat agent

Win clients and grow your firm. Allow clients and prospects to inquire about your services 24/7. The AI Agent learns from your content – website, knowledgebase articles, canned responses, and historic replies – so replies are accurate and focused.

Summarize tickets and tasks

Save time sifting through long conversation threads and request details, let OneDesk AI condense complex tasks or requests into short actionable summaries.

Generate knowledge base articles

Build out your knowledge base easily and keep track of processes. AI converts tickets or project tasks into structured knowledge base articles. OneDesk AI removes personal information and extracts key information to create detailed articles.

AI suggested replies

Get suggestions on the best replies and articles based on the conversation context. Save time typing with AI-generated replies.

Record all your time

Log time on all tasks and requests. Record in real-time with a running timer. See what others are working on from the timer dashboard. Log time on one or multiple tasks with timesheets. Add notes, set billable status, or use custom fields or tags on time entries.

Effortless client billing

Create invoices from billable time with just a few clicks. You can choose hourly rates, a retainer structure, or mixed rates. Send invoices to clients directly from OneDesk. Or, use our QuickBooks Online integration to copy over or send invoices directly. OneDesk also supports billing for flat fee projects and prepaid hours.

Allow clients to work with you

The OneDesk client portal is perfect for legal services to communicate and share information with clients. Clients can access task or ticket details, communications, and attached files on their own terms.

Automations for legal services

Automations are rules that perform actions for you based on set conditions. Automations allow you to streamline or customize your workflow and cut down on manual work. For example:

Send email reminders or notifications to clients or colleagues.
Update task or case statuses.
Change timesheet billing or approval status.
and much more!

Keep track of client details

Use OneDesk to log your legal service interactions. OneDesk automatically keeps track of client interactions, including cases, requests, tasks, messages, and activities. Record every required detail using custom fields and client types.

Configurable to your legal service

Tailor OneDesk to meet the needs of your legal services.

Create custom data fields.
Define custom statuses for cases, tasks, and requests.
Streamline your workflow with flexible automation rules.
Choose from a variety of billing rates.
Organize work the way you want.

Stay organized from anywhere

Keep your legal services managed and organized even on-the-go!

Log timesheets and start or stop your timer from your phone.
Respond to customer communications.
Collaborate with your team.
View task details or deadlines.
Update the status on requests or tasks.
Log new tasks or requests.

FAQ: OneDesk for legal services

What OneDesk features are useful for legal teams?

OneDesk has many features that are helpful for legal teams. Intake clients and capture requests, log time, bill for work, and manage cases and tasks.

Features include:

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