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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 Lawman?

Lawman Legal Practice Management Software provides users with the option to choose between a fully Cloud Hosted solution and a conventional Local In-House configuration. Its design is based on a robust integration with SQL Server, Microsoft Office, and the latest Windows development frameworks. Users will appreciate the seamless navigation throughout the system, which allows for smooth transitions between different sections without needing to switch between applications. The Document Management feature includes the ability to create standard templates such as letterheads, memos, and file notes, all stored in a central location for easy management, which aids in rapid document assembly and automatic filing associated with both the Client and Matter. Moreover, the Central Precedent Management feature guarantees that users can easily access the appropriate texts or documents pertinent to their specific area of law, which simplifies the selection and application processes. By adopting this all-encompassing approach, not only is productivity enhanced, but the time dedicated to administrative tasks is also significantly minimized, allowing legal professionals to focus more on their core responsibilities. This results in a more efficient workflow that can ultimately benefit clients as well.

Media

Media

Integrations Supported

Java
Microsoft Excel
Microsoft Outlook

Integrations Supported

Java
Microsoft Excel
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Timeslice

Date Founded

1979

Company Location

United Kingdom

Company Website

www.timeslice.co.uk

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

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