Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

It doesn't matter if you are a loyal user of on-premises hardware, or if your firm's leaders are open to moving to the cloud. It is important to look at all options in order to determine which solution is best for your practice. SurePoint®, a leading provider in financial and practice management software for law firms across the country, is SurePoint®. Law firms have relied upon SurePoint's award-winning enterprise program for over 40 years to improve their workflow and maximize their financial performance. SurePoint has more than 50,000 members and continues to transform the legal industry. SurePoint allows law firms to unlock higher performance by removing administrative burdens so that they can focus on their clients and practice. SurePoint's Legal Management System allows legal professionals to work more efficiently and effectively, ultimately increasing the firm's profitability and performance.

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

Java
iTimekeep

Integrations

Java
iTimekeep

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

SurePoint Technologies

Founded

1976

Country

United States

Website

surepoint.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

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Product Features

Alternatives

Alternatives

Orion Reviews

Orion

Orion Law Management Systems
Law Ruler Reviews

Law Ruler

ProfitSolv
CosmoLex Reviews

CosmoLex

ProfitSolv
PerfectLaw Reviews

PerfectLaw

Executive Data Systems