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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 Smokeball?

Smokeball is powering people-law. Our legal practice management software lightens the administrative burden, so legal professionals have more time to serve the people who need them most. With automatic time tracking, tailored workflows, and rapid innovation through AI, Smokeball is the industry standard in people-law. Smokeball’s practice management software and award-winning client support help legal professionals capture more billable hours without working more and regain peace of mind.

Media

Media

Integrations Supported

Java

Integrations Supported

8am LawPay
Bundledocs
Case Status
Clerx
Docusign
Hivelight
InfoTrack
Lawmatics
Microsoft Outlook
Microsoft Word
One Legal
QuickBooks Online
QuickBooks Online Advanced
Quilia
RingCentral RingEX
SignIT
Veza Reception
Voyced
Zoom

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$29 per user / month
Start: $29 per user / month
Grow: $99 per user / month
Prosper: $149 per user / month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

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
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

Smokeball

Date Founded

2010

Company Location

United States

Company Website

www.smokeball.com

Categories and Features

Family Law

Not specified

Legal CRM

Not specified

Categories and Features

AI Legal

Not specified

Docketing

Not specified

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

Not specified

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
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

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

Legal Research

AI / Machine Learning

Legal Time Tracking

Not specified

Mediation

Not specified

Personal Injury Law

Not specified

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