TNET FrontOffice

TNET FrontOffice

HWA International
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About

Robust wealth management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention, and driving sales growth. Fully customizable trust and wealth management workflows covering the full life cycle of client operations. A suite of fully customizable workflows to simplify compliance and risk management execution. Full life-cycle wealth management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.

About

Thread Legal is designed for forward-thinking lawyers and business professionals. It helps lawyers leverage the latest technological developments in order to become more efficient, collaborative and ultimately profitable. Thread Legal is built within Office 365, with the programmes you use every day such as Word, Excel and Outlook natively linked within the system. It also leverages the capabilities of SharePoint, Planner, Power BI and more. Our fully customizable dashboard allows you to quickly see new developments, phone messages, scanned documents, time spent within files and more. Track clients across multiple files and ensure that they are receiving high levels of service. Include all relevant information in your file - Word, Excel, Outlook, scanned PDF and more. Create documents from the Thread Legal system and automatically track time. Determine which employees can see file information on a category and an individual file level.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Trust professionals looking for an innovative CRM, workflow and compliance software

Audience

Lawyers and companies requiring solution to improve all their legal operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$39.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HWA International
Founded: 1977
United States
www.hwainternational.com/tnet-frontoffice

Company Information

eXpd8
Founded: 1986
Ireland
www.expd8.com/cloud-software/

Alternatives

Law Ruler

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ProfitSolv

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Osprey Approach

Pracctice
CosmoLex

CosmoLex

ProfitSolv

Categories

Categories

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Integrations

Java
Microsoft 365
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Xero

Integrations

Java
Microsoft 365
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Xero
Claim TNET FrontOffice and update features and information
Claim TNET FrontOffice and update features and information
Claim Thread Legal and update features and information
Claim Thread Legal and update features and information