OneDesk for Legal Services
OneDesk is an all-in-one solution for legal services to manage deadlines, billing, and client relationships.
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.
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 billing
Create invoices from billable time with just a few clicks. The invoice will be generated based on the hours and your defined rates. 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.
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, request, 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.