OneDesk for Legal Sales Professional Services Automation
How does OneDesk help my Sales team?
Win Legal Clients & Manage Case Project Flow
Track New Client Intake & Queries with BD Ticketing
Business Development teams in Legal, manage inquiries from potential clients and track new matter intake using OneDesk ticketing. Capture leads from website forms, referrals (logged via email), or networking events. Custom views like 'Prospective Client Follow-up' or 'New Matter Onboarding Tasks' streamline the process. SLAs ensure timely responses. Reporting tracks lead sources and conversion.
Support New Legal Clients with Easy Access Portal
During the client intake process, a secure portal can help your legal sales or intake team manage new clients. Prospective clients can securely submit initial information or documents. Once engaged, they can access their retainer agreement and onboarding materials. Ticket forms can handle initial queries. This creates a professional and organized first impression for your law firm.
Automate Client Intake for Legal Services.
The 'sales' process in a legal context is often client intake and consultation. OneDesk's automations streamline this crucial first step. Our versatile system allows you to build workflows for capturing new client inquiries, scheduling initial consultations, and managing conflict checks. Potential client information can be automatically triaged based on legal need or urgency. It's then routed to the right attorney or intake specialist. You can also set up automated replies to acknowledge inquiries and provide next steps. OneDesk helps your firm onboard new clients smoothly. This makes a great first impression.
Track Client Acquisition for Legal Firms
Teams focused on client intake or business growth in law firms, managing potential new clients systematically is important. OneDesk helps organize your client acquisition list and track interactions effectively. Its robust features let you manage inquiries, track follow-ups for consultations, and work with attorneys for initial case reviews. The versatility of our system fits your firm's specific intake process. As your firm aims to grow its practice areas, OneDesk’s unique scalability ensures your client acquisition process can handle more volume smoothly.
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