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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 PracticePanther Law Practice Software?

PracticePanther is a comprehensive law practice management solution utilized by numerous law firms in 35 nations, known for enhancing productivity and efficiency. This platform integrates various features, including communication tools, billing systems, customer relationship management, and connections with leading business applications, all in a single interface. By taking advantage of a demo, you can enjoy a 50% discount on your initial two months of service, making it an excellent opportunity for firms looking to streamline operations. With its user-friendly design and powerful capabilities, PracticePanther continues to receive accolades from legal professionals seeking to optimize their practice.

Media

Media

Integrations Supported

8am LawPay
Box
Caseflood.ai
Cognito Forms
Contractbook
Dropbox
Google Calendar
HubSpot Data Hub
LawKPIs
LawToolBox
Mailchimp
Microsoft 365
Microsoft Exchange
Nexa
Prima.Law
QuickBooks Online
Quilia
ScoreDetect
Shift
firmTRAK

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$49.00/user/month
Solo Plan:
Monthly: $59/user/month
Annually: $49/user/month

Essential Plan:
Monthly: $79/user/month
Annually: $69/user/month

Business Plan:
Monthly: $99/user/month
Annually: $89/user/month

Business Pro Plan:
Monthly: $124/user/month
Annually: $114/user/month
Free Version
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
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

PracticePanther Legal Software

Date Founded

2012

Company Location

United States

Company Website

www.practicepanther.com

Categories and Features

Family Law

Not specified

Legal CRM

Not specified

Categories and Features

AI Legal

Not specified

Docketing

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Document Management
Task Management
Time & Expense Tracking

Family Law

Not specified

Immigration

Not specified

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

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
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
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
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Research

Not specified

Legal Time Tracking

Not specified

Personal Injury Law

Not specified

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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