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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 DivorceHelp123?

DivorceHelp123 provides extensive online resources designed to meet the complex needs of various practice areas, including tools for financial statements, worksheets for calculating child support, and reports focused on asset distribution. The collaboration between the DivorceHelp123 client application and Clio significantly simplifies data entry, which greatly reduces the chances of errors and frustration while also speeding up the financial disclosure timeline for your team. By facilitating a seamless experience for clients, DivorceHelp123 enables your firm to increase repeat business and receive more referrals. Moreover, the platform includes powerful decision-making tools, such as reports that compare different scenarios, which help clients better understand their options and demonstrate how various what-if situations could affect their outcomes. With a history of aiding thousands of Family Law professionals and their clients in Colorado, DivorceHelp123 is currently undergoing validation by family law firms nationwide, which enhances its standing in the industry. This widespread endorsement not only showcases the capabilities of DivorceHelp123 but also emphasizes its vital role in improving legal practices and client satisfaction. As more firms recognize its benefits, DivorceHelp123 continues to pave the way for innovation in family law solutions.

Media

Media

Integrations Supported

Adobe Acrobat
Clio
Java
Microsoft Excel

Integrations Supported

Adobe Acrobat
Clio
Java
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$35 per month
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

DivorceHelp123

Date Founded

2009

Company Location

United States

Company Website

www.divorcehelp123.com

Categories and Features

Categories and Features

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