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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
            
            
        
        
    
                API Access
            
                Has API
            
            
        
        
    
                Pricing Details
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            Deployment
            
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                Deployment
            
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                Customer Support
            
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
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                Live Rep (24/7)
            
            
        
        
    
        
        
            
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                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
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                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
                                        
                                    
                                    
                                    
                                        Calendar Management
                                        
                                    
                                    
                                    
                                        Case Notes
                                        
                                    
                                    
                                    
                                        Client Management
                                        
                                    
                                    
                                    
                                        Communication Tracking
                                        
                                    
                                    
                                    
                                        Conflict Management
                                        
                                    
                                    
                                    
                                        Corporations
                                        
                                    
                                    
                                    
                                        Court Management
                                        
                                    
                                    
                                    
                                        Discovery Management
                                        
                                    
                                    
                                    
                                        Docket Management
                                        
                                    
                                    
                                    
                                        Document Management
                                        
                                    
                                    
                                    
                                        Expense Tracking
                                        
                                    
                                    
                                    
                                        Government
                                        
                                    
                                    
                                    
                                        Law Firms
                                        
                                    
                                    
                                    
                                        Records Management
                                        
                                    
                                    
                                    
                                        Task Management
                                        
                                    
                                    
                                    
                                        Time Tracking
                                        
                                    
                                    
                                    
                                        Trust Accounting
                                        
                                    
                            
                         
         
         
         
        