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Description
Lawman Legal Practice Management Software now offers users the flexibility of a fully Cloud Hosted solution or a traditional Local In-House setup. The design of Lawman Legal Practice Management Systems is grounded in an integration with SQL Server, Microsoft Office, and the latest Windows development frameworks. Users will find that the intuitive navigation throughout the entire system allows for effortless transitions between different sections without having to switch applications. The Document Management feature includes the setup of standard templates like letterheads, memos, and file notes, which are stored centrally for easy management, facilitating quick document assembly and automatic filing linked to both the Client and Matter. Additionally, the Central Precedent Management component ensures that users have access to the correct text or documents relevant to their area of law, streamlining the selection and application process. This comprehensive approach not only enhances productivity but also significantly reduces the time spent on administrative tasks.
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
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Timeslice
Founded
1979
Country
United Kingdom
Website
www.timeslice.co.uk
Vendor Details
Company Name
HWA International
Founded
1977
Country
United States
Website
www.hwainternational.com/tnet-frontoffice
Product Features
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