OneDesk for Legal Sales Work Management
How does OneDesk help my Sales team?
Track Potential Clients, Retainers, and Engagement Letters
Track Potential Client Inquiries and Consultation Requests
Legal supports sales by reviewing contracts and NDAs. Manage these review requests as tickets in OneDesk, submitted by sales via email or CRM integration. Customize views to prioritize urgent deals. Set SLAs for contract turnaround time to accelerate sales cycles. Report on contract review workload.
Engage Prospects with an Informative Client Portal
Streamline the sales contract review process using tasks. Break down the review into subtasks (e.g., review key clauses, check approvals). Set dependencies linking sales submission to legal assignment. Schedule target turnaround times as task deadlines (SLAs).
Log Time Spent on Client Intake Tasks
Legal tracks time spent reviewing sales contracts or supporting negotiations. Log hours against sales support tasks using OneDesk timesheets. Understand the legal effort involved in the sales cycle. Identify bottlenecks and opportunities for streamlining contract review.
Track Tasks for Potential Client Follow-Ups
Automate the contract review bottleneck for Sales. Set up workflows where sales submitting a contract automatically assigns a review task based on deal size or region. Send automated status updates to Sales. Trigger notifications upon final legal approval.
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