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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
Lawsyst is a dependable, user-friendly, cloud-based and on-premises case management solution tailored for legal firms of all sizes operating in the UK. The majority of our clients are governed by the SRA and are also members of the UK Law Society. Unlike standard legal case management systems, Lawsyst stands out as a premier platform that incorporates an exceptional legal billing system designed for the UK market. It includes a time recording software module and an all-in-one cloud-based practice management solution suitable for legal firms of any size. The platform offers a truly integrated communication experience, providing real-time data from telephony infrastructure, which distinguishes it from competitors. Specifically designed for the UK justice system, our law firm software includes a built-in Client Relationship Management (CRM) and leads management system, featuring practical tools rather than confusing gimmicks that can overwhelm users. The essence of Lawsyst lies in combining simplicity with powerful capabilities, ensuring that legal professionals can efficiently manage their practices without unnecessary complications. This focus on clarity and functionality makes Lawsyst an invaluable asset to legal firms navigating today's complex landscape.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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
ITsec
Founded
2000
Country
United Kingdom
Website
lawsyst.co.uk
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
Yes
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes