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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 Link Legal?

Link Legal offers a straightforward approach to managing client relationships and contacts, allowing law firms to effectively monitor the entire client journey from the first interaction to full-service delivery. Its integration with a well-known Outlook interface facilitates the easy maintenance of contact details while empowering law firms to execute highly targeted email marketing initiatives. The system also works in harmony with our eMarketing solution and partner for Windows (P4W) software, further improving the efficiency of legal practice workflows. Often, contact data is spread across multiple platforms, and since many users depend heavily on Outlook, this leads to considerable challenges in ensuring accurate and timely data transfers to other systems. Targeted email campaigns are proven to produce significantly better outcomes than those that are poorly executed, thus underscoring the necessity of delivering pertinent content to recipients. Moreover, adherence to regulations surrounding the management and use of personal data is crucial, as firms must safeguard client privacy while executing their business activities. By implementing Link Legal, law firms can not only enhance their operational processes but also substantially elevate their strategies for communicating with clients, ultimately leading to stronger relationships and improved satisfaction. This holistic approach ensures that firms remain competitive in a rapidly evolving legal landscape.

Media

Media

Integrations Supported

Introhive
Java
Microsoft Entra ID
Tikit

Integrations Supported

Introhive
Java
Microsoft Entra ID
Tikit

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

Advanced

Company Location

United Kingdom

Company Website

www.oneadvanced.com/solutions/link-legal/

Categories and Features

Categories and Features

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