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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 SimpleLaw?

Is your technology simplifying case management and practice operations, or is it becoming yet another time-consuming task? It's time to embrace simplicity. We proudly present the latest evolution of SimpleLaw, a unified platform designed to oversee your firm from initial lead intake all the way to the resolution of matters. Tailored to fit your unique firm structure, processes, and specific client requirements, it truly adapts to your needs. For a limited time, we're offering three months free of service. Our pricing structure is straightforward, encompassing everything we create, which includes: - An integrated CRM, - Comprehensive matter management, - Efficient task management, - Organized calendar management, - Streamlined document management, - Optional Client Portal, - Detailed custom reporting, - And much more. All these features and additional benefits are available for just $49 per user per month, billed monthly, or $39 per user per month when billed annually. It’s time to shift your perspective. Choose Simple and enhance your practice today.

Media

Media

Integrations Supported

Java

Integrations Supported

8am LawPay
Confido Legal
Docusign
Dropbox
Google Calendar
QuickBooks Online

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$39/user/mo, billed annually
$49/user/mo, billed monthly or $39/user/mo, billed annually. No tiered pricing.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
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

SimpleLaw

Date Founded

2005

Company Location

United States

Company Website

www.simplelaw.com

Categories and Features

Family Law

Not specified

Legal CRM

Not specified

Categories and Features

Family Law

Not specified

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Document Management
Expense Tracking
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Intake

Not specified

Personal Injury Law

Not specified

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