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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Thread Legal is for forward-thinking business professionals and lawyers. It allows lawyers to leverage the most recent technological developments in order become more efficient, collaborative, and ultimately more profitable. Thread Legal is built in Office 365 and has all the programs you use every day, such as Word, Excel, and Outlook, natively linked within it. It also makes use of the power of Power BI, Planner, and Power BI. You can quickly view new developments, phone messages and time spent in files with our fully customizable dashboard. You can track clients across multiple files to ensure they receive high quality service. Include all pertinent information in your file, including Word, Excel, Outlook and scanned PDF. You can create documents using the Thread Legal system to automatically track time. Find out which employees have access to file information at both the individual and category level.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Java Yes 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Outlook No 
QuickBooks Online No 
Xero No 

Integrations

Java No 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$39.00/month/user
Free Trial Yes 
Free Version 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 

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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HWA International

Founded

1977

Country

United States

Website

www.hwainternational.com/tnet-frontoffice

Vendor Details

Company Name

eXpd8

Founded

1986

Country

Ireland

Website

www.expd8.com/cloud-software/

Product Features

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management Yes 
Docket Management No 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

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