Streamline Client Design and Deliverables

Your Design team provides creative services for consulting projects, managing all client-facing visuals from presentations to reports. You need a system to manage client requests, internal feedback, and final deliverable creation. OneDesk organizes your high-stakes design workflow.

Trusted by Consulting Firm teams around the world

Stop Client Deliverable Design from Being Disorganized

Consulting design teams handle a high volume of requests for reports, pitch decks, and data visualizations from project teams. OneDesk turns these requests into structured, trackable tickets. This ensures clear requirements and faster iteration cycles. Focus on impact, not administrative tasks.

Easy Portal for Consultant Creative Requests

Provide an internal submission portal for consultants to request creative work for client projects. Connect your project email to capture external client communications. Set up SLAs to prioritize urgent requests for final report deadlines or pitch meetings. Custom views let designers see their specific client/project queue instantly. All client work is organized.

Plan Client Deliverables and Presentation Projects

Manage the design phase for major client reports or corporate strategy presentations as structured projects. Break the project down into design tasks: concept, data visualization, and final formatting. Assign tasks to specific designers. Use visual tracking to ensure designs are ready for partner review. Keep all client creative projects on schedule.

Automate Proofing Cycles and Final Handoffs

Automatically assign new presentation requests to the specialist with the relevant industry experience. Set up rules to move a task to 'Partner Review' once the designer uploads a proof. Send automatic reminders to the project lead for overdue feedback. Automation speeds up the creative production line and improves final output quality.

Quote for Design Services and Invoice Time

Generate professional quotes for any dedicated design services offered to clients. Log billable time spent on each creative asset for accurate client invoicing. Track non-billable internal time for firm branding or internal reports. Use this data to ensure design services are profitable.

AI Helps Design Triage and Content Summaries

Use the AI assistant to summarize long, multi-point project briefs from consultants into concise design requirements. It can help draft professional feedback to designers on a creative proof. AI can categorize incoming requests by project type instantly. This reduces administrative overhead. Your team delivers accurate, brand-aligned assets faster.

Integrate with your tools

App integrations with OneDesk

Enterprise Grade Security

FAQ

OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details. 

OneDesk is available both in the cloud and on-premise.  Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.

Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page

You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.

We also offer other support options including booking a live demo or submitting an email or ticket

OneDesk provides a high level of security. You can learn about the measures we take at our security center

See for yourself how OneDesk can help your team.

14 day free trial. No credit card required. 

Scroll to Top
Exit mobile version