OneDesk for Legal Finance Work Management
How does OneDesk help my Finance team?
Manage Case Billing, Client Invoices, and Firm Expenses
Manage Client Billing Questions and Expense Report Tickets
Legal departments receive finance queries about matter budgets or vendor invoices. Track these as tickets in OneDesk via email. Create custom views to separate budget questions from invoice approvals. Set SLAs for reviewing legal bills. Report on finance-related legal inquiries.
Secure Client Portal for Invoice Viewing and Payment
Track tasks related to legal finance, such as matter budgeting, expense tracking for cases, or reviewing outside counsel invoices. Use subtasks for different expense categories or invoice line items. Set dependencies linking expense approval to payment processing. Schedule budget review points.
Log Billable Hours for Accurate Invoicing
Legal departments track time spent on matters for internal cost allocation or managing external counsel spend. Use OneDesk timesheets to log hours against specific cases or projects. Analyze time spent by matter type or phase. Improve budget management for legal services.
Track Tasks for Case Billing and Expense Management
Streamline legal finance processes. Set up workflows for outside counsel invoice review and approval based on matter budget codes. Trigger notifications for budget threshold alerts on legal matters. Automate parts of the legal billing process.
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