OneDesk for Finance Legal Work Management

Finance Legal teams: Navigate regulations and manage compliance tasks easily. Improve your legal workflow with OneDesk.

How does OneDesk help my Legal team?

Handle Financial Compliance and Regulatory Tasks Effectively

Legal teams in the Finance industry navigate complex regulations. OneDesk helps manage tasks related to compliance checks, contract reviews, and case management. Track deadlines for regulatory filings. Keep sensitive documents organized securely. Improve your legal workflow efficiency.

Track Compliance Tasks and Regulatory Inquiry Tickets​

Finance legal teams receive requests for contract reviews or compliance advice. Track these via tickets in OneDesk, submitted securely. Organize requests by matter type or urgency using custom views. Set SLAs for legal review turnaround. Report on types of legal support requested.

Client Access to Compliance Documents via Secure Portal​

Organize legal tasks involving finance, such as reviewing financial contracts or supporting regulatory filings. Use subtasks for different review stages or sections of a filing. Set dependencies linking internal review to final submission. Schedule crucial filing deadlines.

Record Billable Time for Compliance Work​

Legal teams in finance track time spent on specific regulatory matters, contract reviews, or litigation support. Use OneDesk timesheets to log hours accurately against case or matter codes. Support internal cost allocation or potential chargebacks. Ensure precise time recording for compliance or billing.

Manage Financial Compliance Tasks and Deadlines​

Automate legal workflows involving finance. Automatically route contract reviews based on value or risk level. Set up automated notifications for regulatory filing deadlines. Triage incoming legal queries related to finance matters.

Get started free

Evaluate OneDesk for yourself with our completely free 14-day trial. 

Scroll to Top
Cookie Consent with Real Cookie Banner