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ease
features
design
support

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Description

Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.

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

Screenshots View All

Screenshots View All

Integrations

Abby Connect
Axis LMS
CARET Legal
Caseflood.ai
Chat Agents
Clerx
Eternal Pro
Java
LEX Reception
LawKPIs
Made For Law
Pipedream
Quilia
Rocket Matter
Smith.ai
Smokeball
VICIhost
Veza Reception
Wufoo
Zapier

Integrations

Abby Connect
Axis LMS
CARET Legal
Caseflood.ai
Chat Agents
Clerx
Eternal Pro
Java
LEX Reception
LawKPIs
Made For Law
Pipedream
Quilia
Rocket Matter
Smith.ai
Smokeball
VICIhost
Veza Reception
Wufoo
Zapier

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

Lawmatics

Country

United States

Website

www.lawmatics.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
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Product Features

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