OneDesk for professional services Legal HelpDesk
How does OneDesk help my Legal team?
Manage Firm Risk Tickets, Secure Communication, and Engagement Compliance Service.
Compliant Engagement Letter & Conflict Check Ticket System Benefits.
Professional Services Legal reviews client contracts (SOWs). OneDesk logs requests for SOW reviews via email or forms into tickets. Custom views help prioritize based on deal urgency. Track review turnaround times using SLAs. Reporting provides data on contract review workload.
Firm Compliance Portal, Conflict Check Forms & Risk Management Knowledgebase.
Consultants needing legal review of client SOWs or NDAs require an efficient internal process. OneDesk offers a secure portal for submitting requests for legal review, attaching relevant documents. Consultants track review status easily. The knowledgebase hosts standard contract templates, negotiation playbooks, and compliance guidelines relevant to the firm's services. Live chat helps consultants understand the review process or standard clauses.
Automate Conflict Check Routing, Engagement Workflows & Risk Management Alerts.
Handle legal and compliance matters within professional services firms efficiently using OneDesk automations. Create workflows for reviewing client engagement letters managing conflict checks ensuring regulatory compliance related to advice or handling professional liability issues. Automatically triage legal requests based on practice area type of engagement or potential risk level. Route urgent client conflicts or significant compliance concerns directly to the General Counsel or risk management committee. Send auto-replies confirming document review submissions. It supports risk management and ethical practice.
Robust Risk Management & Compliance Support.
Manage risk and compliance effectively in professional services with OneDesk's secure traceable help desk. Its features handle engagement letter reviews conflict checks regulatory adherence ensuring ethical practice. The platform's versatility provides robust audit trails and manages sensitive client data securely. Need strong support for risk management? OneDesk delivers. It scales to meet the compliance demands of growing professional services firms.
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