Control Client Billing and Expense Requests
Finance teams manage complex client billing, project budgets, and vendor payments. You need a secure, organized way to handle all finance-related staff inquiries. OneDesk centralizes requests and keeps audit trails clear for every client.
Trusted by Law Firm teams around the world
Stop Manual Tracking of Project Expense Reports
Stop using messy spreadsheets and email for tracking lawyer and staff expense reports. OneDesk makes every request a traceable ticket with a clear owner. This ensures nothing gets lost before client billing or financial reporting is due. It protects your audit trail and keeps all communication secure.
Securing Sensitive Client and Employee Data
Client billing, case budget, and employee financial data are highly sensitive. OneDesk lets you control who sees which tickets based on role or department. Only authorized finance staff can view inquiries about payroll or client profitability. Secure your data and maintain necessary compliance standards.
Client-Oriented Financial Ticketing
Connect your finance email to OneDesk for instant ticket creation. Set up strict Service Level Agreements (SLAs) for urgent wire transfer or expense approval requests. Use custom dashboards to view all "Client X Invoicing Questions" or "Case Y Budget Approvals" in one place.
Automate Approval Workflows for Project Costs
Automate the movement of tickets requiring sign-off. Send a "Large Expense Report" directly to the Responsible Partner for approval based on the amount. Use automation to assign a low-priority tag to general budget questions. Instantly notify the staff member once their payment has been processed.
Secure Portal for Budget and Expense Requests
Give your internal staff a secure, easy way to ask finance questions. The portal lets employees submit requests and check the status of a reimbursement or project budget inquiry. The knowledge base can host up-to-date budgeting forms and expense policies. This reduces repetitive questions for your team.
AI Summarizes Audit or Complex Contract Inquiries
Dealing with dense contract clauses and complex audit questions takes time. AI can summarize long, detailed emails from auditors or major clients. It quickly pulls out the key financial questions or action items needed. This helps your team prioritize work and respond faster.
Integrate with your tools
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.
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