OneDesk for Legal Sales Project Management
How does OneDesk help my Sales team?
Track Client Acquisition Projects for Your Legal Team
Track Client Intake Tasks for Your Legal Team
Manage client intake, proposal generation for legal services, and tracking business development efforts. OneDesk helps coordinate the 'sales' cycle for legal work. Break down client intake processes into clear subtasks. Set dependencies for conflict checks before formally engaging a client. Smart scheduling helps manage partner availability for pitches.
Log Time Spent on Client Intake and Consultation
Log time spent on client intake processes, initial consultations, conflict checks, and preparing engagement letters or proposals for legal services. OneDesk timesheets help track the time investment in acquiring new legal clients and matters.
Automate Consultation Scheduling Tasks for Legal Sales
Streamline the client intake and engagement process. Use OneDesk workflows to automatically run conflict checks when a potential new matter is entered. Assign tasks for drafting engagement letters. Trigger notifications upon receiving signed agreements.
Track Client Acquisition Projects Easily
Manage client intake and business development projects efficiently. OneDesk provides robust tracking for managing the pipeline of potential new matters, coordinating pitch efforts, and onboarding new clients smoothly. Its versatile features map to the legal 'sales' cycle. It scales easily with increasing client opportunities.
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