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Average Ratings 0 Ratings
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
            
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            Deployment
            
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                Customer Support
            
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
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                Types of Training
            
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                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
                                        
                                    
                                    
                                    
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