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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 CosmoLex?

CosmoLex recognizes that both efficiency and adherence to regulations are crucial for the longevity of a law firm, a sentiment shared by every legal professional. This platform provides a comprehensive and user-friendly practice management solution, enabling users to seamlessly oversee billing, practice activities, and financial accounting all within one cohesive system. In doing so, CosmoLex streamlines operations, allowing lawyers to focus more on their clients and less on administrative burdens.

Media

Media

Integrations Supported

Java

Integrations Supported

Box
Dropbox
Gmail
Google Calendar
Google Drive
Microsoft 365
Microsoft OneDrive
Prolegis | Convey
ScoreDetect
Shift
Stackreaction
Uptime Legal

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$119/month/user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online 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

ProfitSolv

Date Founded

2020

Company Location

United States

Company Website

www.cosmolex.com

Categories and Features

Family Law

Not specified

Legal CRM

Not specified

Categories and Features

Family Law

Not specified

Law Firm Accounting

Not specified

Law Practice Management

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

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

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

Legal CRM

Not specified

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Document Indexing
Document Tagging
Version Control

Legal Time Tracking

Not specified

Personal Injury Law

Not specified

Trust Accounting

Accrual Accounting
Activity Tracking
Check Writing
Cross Ledger Posting
Customer Statements
Receipt Management

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