OneDesk for Legal Legal Professional Services Automation
How does OneDesk help my Legal team?
Manage Legal Cases & Client Billing with OneDesk
Organize Case Tasks & Client Communications with Ticketing
For Lawyers and Paralegals, OneDesk ticketing is central to case management. Track client communications from email, log tasks for discovery or filings, and manage internal queries about case strategy. Custom views for each case, like 'Case Alpha - Open Tasks' or 'Client Beta - Urgent Comms,' keep everything organized. Set SLAs for critical deadlines. Reporting can help track billable time associated with ticketed tasks.
Secure Client Portal for Case Updates & Document Exchange
Empower your legal clients with a highly secure portal for receiving case updates, reviewing discovery documents, and exchanging confidential information with your legal team. Secure ticket forms ensure that all communication is logged and protected. This system is essential for maintaining attorney-client privilege and streamlining case management for your law practice.
Automate Case Management and Document Workflow.
For Legal professionals themselves, efficient case and document management is paramount. OneDesk's automations are specifically designed for this. Our platform allows you to set up powerful custom workflows for every stage of a case, from initial client consultation and evidence gathering to document drafting, review, and court filing. New case files or incoming documents can be automatically triaged by practice area, client, or urgency. They are then intelligently routed to the assigned attorney or paralegal team. You can also configure automated replies for client updates or internal notifications on task completions. OneDesk’s versatile automations transform your legal practice. This ensures nothing is missed and deadlines are met.
Manage Your Legal Cases Efficiently
Legal pros, managing case files, deadlines, and client talks effectively is the heart of your practice. OneDesk offers a powerful and secure way to manage your legal cases from start to finish. Its robust features are made for matter management, organizing documents, tracking deadlines (like court dates), and secure client communication. The platform's versatility supports different practice areas and case types. As your caseload grows, OneDesk’s unique scalability ensures you can handle more complexity and volume without missing anything.
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