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What is TNET FrontOffice?

Robust CRM capabilities tailored for wealth management are crafted to optimize the oversight and evaluation of client interactions, with the ultimate goal of deepening relationships with both clients and Centers of Influence (COIs), which in turn supports client retention and stimulates sales growth. In addition, the system provides customized trust and wealth management workflows that cover the entirety of the client operational life cycle. It also features a suite of adaptable workflows that make compliance and risk management tasks more efficient. Moreover, these comprehensive wealth management workflows facilitate a variety of functions, such as managing referrals, overseeing sales pipelines, approving fee exceptions, onboarding clients, establishing custom incentive schemes, and providing critical service tools, all of which enhance the value offered to clients while promoting operational effectiveness. By combining these features, firms can significantly elevate their client engagement strategies, ensuring a more personalized experience that meets the evolving needs of clients. This holistic approach not only improves client satisfaction but also positions firms for long-term success in a competitive market.

What is 8am CasePeer?

Advanced case management software tailored for personal injury law firms, 8am CasePeer stands out as the sole solution that enhances results for both clients and the firm. Elevate your firm's efficiency and boost productivity with our comprehensive legal practice management system specifically crafted for law firms representing personal injury plaintiffs. Enhance your firm's workflows through a unified case management center that encompasses everything from user-friendly dashboards and scheduling to tracking medical treatments, litigation resources, and beyond, ensuring a seamless operational experience. This innovative platform not only simplifies your processes but also empowers your team to focus on what truly matters—delivering exceptional legal service to your clients.

Media

Media

Integrations Supported

8am
Alert Communications
ApexChat
Case Status
Clerx
Dropbox
Google Calendar
Hona
Java
Lead Docket
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Ngage Live Chat
QuickBooks Online
QuickBooks Online Advanced
Quilia
Soluno
Veza Reception
eFax Corporate

Integrations Supported

8am
Alert Communications
ApexChat
Case Status
Clerx
Dropbox
Google Calendar
Hona
Java
Lead Docket
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Ngage Live Chat
QuickBooks Online
QuickBooks Online Advanced
Quilia
Soluno
Veza Reception
eFax Corporate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$79.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HWA International

Date Founded

1977

Company Location

United States

Company Website

www.hwainternational.com/tnet-frontoffice

Company Facts

Organization Name

8am

Date Founded

2005

Company Location

United States

Company Website

casepeer.com

Categories and Features

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Spend Management

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management

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