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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$39.00/month/user
Free Version Not Supported
Free Trial Supported

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

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

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

Alternatives

Osprey Approach

Osprey Approach

Pracctice
Clio

Clio

Themis Solutions
CosmoLex

CosmoLex

ProfitSolv

Categories

Family Law Supported
Legal CRM Supported

Categories

Family Law Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Not Supported
Court Management Not Supported
Discovery Management Supported
Docket Management Not Supported
Document Management Supported
Expense Tracking Supported
Government Not Supported
Law Firms Supported
Records Management Not Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Integrations

Java Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported
Xero Not Supported

Integrations

Java Not Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Xero Supported
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