3E MatterSphereThomson Reuters
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EstateWorksEstateWorks Systems
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Related Products
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About
Is delivering consistent legal service a challenge in your business? How do you maintain quality of high margin work? How do you lower your costs on routine work? Over the last several years, there has been a dramatic shift in legal services delivery. Clients are demanding more for their money, AFAs are on the rise, and delivering work at a profit is a must! To be successful in this evolving market, firms need tools to increase their efficiency and ensure high quality work product. 3E MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams working productively and profitably. 3E MatterSphere transforms matter management operations from end to end by providing a single, unified way to view and manage day-to-day activities, including clients, matters, workloads, tasks, and critical dates as well as all related documents, reference materials, and reports. Accessed within the familiar Microsoft® Office® environment.
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About
EstateWorks is case management, workflow and operational management software for Trust & Estate law firms, banks, trust companies and other fiduciary organizations. It supports estate settlement, estate administration and estate planning by bringing matter information, contacts, responsibilities, processes, tasks, dates and financial records into a shared system. Users can configure reusable checklist templates, assign work by role, set task dependencies and due dates, and adapt tasks for individual matters. Dashboards, calendars, alerts and reports help teams track matter progress, deadlines and workload across an organization. EstateWorks also supports document and form generation, curated state probate forms, and data exchange with valuation and tax-preparation products. It is designed to complement, rather than replace, broader practice-management, billing and fiduciary-accounting systems.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Firms looking for an end-to-end solution to keep matters and projects on track and profitable
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Audience
Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationThomson Reuters
Founded: 2008
Canada
www.elite.com/3e/matter-management/
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Company InformationEstateWorks Systems
Founded: 2012
United States
EstateWorks.com
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Categories |
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Integrations
CCH ProSystem fx
Not Supported
Elite 3E
Supported
InfoTrack
Supported
Lacerte
Not Supported
Microsoft 365
Supported
Thomson Reuters ONESOURCE
Not Supported
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Integrations
CCH ProSystem fx
Supported
Elite 3E
Not Supported
InfoTrack
Not Supported
Lacerte
Supported
Microsoft 365
Not Supported
Thomson Reuters ONESOURCE
Supported
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