Close Legal Deals and Manage Client Relationships
Your Sales team is responsible for securing new legal engagements and managing high-value client relationships. You need a system to manage complex deal pipelines and track contract fulfillment. OneDesk supports your entire sales workflow.
Trusted by Law Firm teams around the world
Missing Crucial Follow-ups on High-Value Client Leads
Sales and Partner teams manage complex deal pipelines for litigation, corporate, and IP projects. OneDesk turns each lead or custom project into a trackable project. Never miss a critical proposal follow-up or forget a contract milestone. Centralize all communication and documents.
Ticketing for Sales Support and Client Inquiries
Use an internal portal for staff to request sales support or contract drafting help. Turn emails from prospective clients into trackable tickets instantly. Set up strict SLAs to ensure immediate response to high-value proposal submissions. Custom views help your SDR team manage leads and the AE team handle negotiations efficiently.
Manage Deal Pipelines and Custom Project Quotes
Treat each major client proposal or custom legal engagement as a detailed project. Break down the process into tasks: discovery, quoting, negotiation, and contract signing. Track the effort and time spent on winning specific deals. Use clear progress tracking to ensure successful sales and timely contract execution.
Automate Lead Follow-up and Contract Reminders
Automatically assign a new qualified lead to the relevant Partner based on industry or practice area. Set up rules to send a follow-up reminder one week after a proposal is submitted. Change the status of a deal ticket once the contract is signed. Automation ensures consistent and timely client stewardship.
Quote for Legal Services and Track Revenue Targets
Generate professional quotes for legal services, defining scope and pricing. Track all contract details and revenue targets. Log billable time spent on specific pre-sales consulting or contract negotiation. Use this data to calculate the true cost of sales and validate pricing models.
AI Helps Draft Proposals and Analyze Client Needs
The AI assistant can summarize long RFP requirements to extract key deliverables. Use AI to draft personalized follow-up emails or initial service proposals. It can categorize incoming inquiries like "RFP Response" or "Service Inquiry." This frees up time for relationship building and negotiation.
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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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