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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 Curo365?

Curo365 distinguishes itself as an exceptional Enterprise Practice Management solution by leveraging the powerful Microsoft Dynamics platform. In contrast to traditional legal practice management systems, Curo365 combines functionalities that usually necessitate multiple distinct technologies. This cutting-edge solution equips law firms with Microsoft’s identity-driven security features, creating a secure and intuitive environment for managing files, communications, and diverse data types while providing robust defenses against advanced cyber threats. Microsoft dedicates an impressive $1 billion each year to protect its cloud infrastructure, which serves as the secure foundation for Curo365’s data storage and replication to ensure redundancy and disaster recovery. Additionally, Curo365 enables law firms to fully utilize the Microsoft Office 365 Productivity Suite—including essential applications like Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow, and PowerPoint—allowing attorneys and their teams to collaborate effectively from any location and device. The integration of these dynamic tools not only enhances collaboration but also significantly boosts overall efficiency within legal practices, ultimately transforming the way they operate and serve clients. By streamlining various processes, Curo365 empowers legal professionals to focus more on their core responsibilities and less on administrative burdens.

Media

Media

Integrations Supported

Java

Integrations Supported

Microsoft 365
Microsoft Outlook
QuickBooks Online

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$16 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

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
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

Curo365

Date Founded

2016

Company Location

United States

Company Website

www.curo365.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
Conflict Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal

Not specified

Legal Calendar

Not specified

Legal CRM

Not specified

Legal Time Tracking

Not specified

Personal Injury Law

Not specified

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