Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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