Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
usnote is a web-based Legal Practice Management SaaS for law firms that need a practical, matter-centered workflow. Core modules include matters/cases, time tracking, billing & invoicing, payments tracking, and reporting, keeping all operational data connected to each matter for faster billing and clearer management visibility.
Deployment: Cloud/SaaS (web) + mobile apps (iOS/Android)
Security & control: role-based access; audit trail where applicable
Integrations: Zapier, Google Calendar, DocuSign, Telegram/Viber (plan/region dependent)
Description
Comprehensive CRM features for wealth management are designed to enhance the management and analysis of client interactions, ultimately aiming to strengthen business relationships with clients and Centers of Influence (COIs), thereby aiding in client retention and boosting sales growth. Additionally, it offers tailored trust and wealth management workflows that encompass the entire client operation life cycle. The platform also includes a collection of customizable workflows that streamline the execution of compliance and risk management tasks. Furthermore, these full life-cycle wealth management workflows facilitate various processes, including referrals, pipeline management, fee exception approvals, sales oversight, client onboarding, custom incentive structures, and essential service tools, all of which contribute to delivering exceptional value to clients while ensuring operational efficiency. By integrating these capabilities, firms can effectively enhance their overall client engagement strategy.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
Yes
Google Calendar
Yes
Java
No
Microsoft Outlook
Yes
Telegram
Yes
Viber
Yes
Zapier
Yes
Integrations
Docusign
No
Google Calendar
No
Java
Yes
Microsoft Outlook
No
Telegram
No
Viber
No
Zapier
No
Pricing Details
$19 per user, per month
Jusnote pricing is flexible for law firms of different sizes. Plans are tiered (Classic, Professional, Premium) and billed per user, giving access to core Legal Practice Management features such as matter/case management, time tracking, billing & invoicing, and reporting. See current pricing and plan inclusions on our pricing page.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Jusnote
Founded
2019
Country
Ukraine
Website
jusnote.com
Vendor Details
Company Name
HWA International
Founded
1977
Country
United States
Website
www.hwainternational.com/tnet-frontoffice
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes