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Description
Experience firsthand how effortlessly you can link your calendar to client cases and documents, monitor deadlines, and streamline billing processes from a unified dashboard, all while seamlessly connecting with your favorite applications. With just a glance from your desktop, you can access vital elements of your firm such as Calendar, Email, Tasks, Time and Billing, and Matter Management with ease. The Amicus Cloud calendar offers an all-encompassing solution for legal scheduling and task oversight, complete with workflow notifications whether you're in the office or away. Thanks to the new Abacus Court Rules (ACR) integration, you can automatically set court deadlines, providing you with peace of mind. The ACR is consistently refreshed with the latest Federal, State, and Local Rules, ensuring that you remain focused and well-informed throughout every stage of the case. Client matters serve as the foundational elements of your practice, as each file you open represents a unique case. Everything you undertake, including billing, is intricately tied to these critical files, emphasizing their importance in your daily operations.
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
Integrations
Java
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
AbacusNext
Founded
1983
Country
United States
Website
www.amicusattorney.com/cloud/
Vendor Details
Company Name
HWA International
Founded
1977
Country
United States
Website
www.hwainternational.com/tnet-frontoffice
Product Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery
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
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control