OneDesk for professional services Legal Professional Services Automation
How does OneDesk help my Legal team?
Pro Services Legal: Manage Contracts & Client Agreements
Track SOW & Client Agreement Queries with Legal Tickets
Legal/Compliance teams in Professional Services, use OneDesk ticketing to manage internal requests for review of client SOWs, NDAs, or service level agreements. Consultants or sales can submit via secure channels. Custom views like 'SOW Review - Pending' or 'Client Contract Compliance' organize legal workload. SLAs ensure timely legal input before client engagement. Reporting tracks contract review cycles.
Secure Legal Service Client Portal for Case Management
Offer clients of your legal professional services a highly secure portal. They can use it for receiving case updates, reviewing confidential documents, and exchanging information with your legal team. Secure ticket forms ensure all communication is logged and protected, vital for attorney-client privilege. This system streamlines case management and enhances client confidence in your legal practice.
Automate Contract Management for Client Engagements.
Legal aspects, especially client engagement letters and SOWs, are critical for Professional Services firms. OneDesk's automations streamline contract management. Our system allows you to create custom workflows for drafting, reviewing, and approving client contracts or master service agreements. New requests for legal review of engagement terms can be automatically triaged. They are then routed to your in-house counsel or legal support with all necessary project details. You can also use automated replies to acknowledge receipt or provide status updates on contract approvals. OneDesk’s versatile automations help manage risk. This ensures clear terms for all client work.
Handle Legal for Service Agreements
Legal or contract management teams in professional services, drafting and managing client Statements of Work (SOWs) and Master Service Agreements (MSAs) is critical. OneDesk offers a streamlined way to manage these important documents. Its robust features support tracking SOW approvals, managing contract renewals with clients, and ensuring compliance with service level agreements. The system's versatility adapts to different types of service agreements and client requirements. As your firm engages with more clients, OneDesk's unique scalability ensures your contract management process remains efficient and organized.
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