June 10, 2021


Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with TeamDesk

We are using TeamDesk to manage our client and case information across our entire firm. It helps us keep better track of all pending deadlines as well as allows for automated case status updates to our clients. The ability to customize everything has allowed us to manipulate the information to best suit our firm's specific needs.
  • The ease of customization has been very helpful. As we use the system longer and decide what works for us and what needs changed, it's a matter of moments to be able to make any desired changes. Much more flexible than anything else we've used in the past.
  • The customer service has been excellent. Any issues that have arisen have been quickly and fully addressed.
  • We work with some large files so seeing the document storage capacity increased would be helpful.
  • The per user cost is significantly lower than any prior option we have tried. The time spent getting things set up was time well spent for the overall long-term savings.

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TeamDesk has been great to work with, but it did take us some time to figure out how to correctly get everything set up the way we wanted it. For less technically savvy people it might be a little overwhelming.

TeamDesk Feature Ratings

Platform User Management
Platform Scalability