Access Legal Case ManagementAccess Group Legal
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EstateWorksEstateWorks Systems
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Related Products
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About
Save time and increase efficiency by automating routine tasks and improving accuracy & consistency across your firm with Access Legal software for case management. Embrace collaboration, agility and efficiency, knowing that your team can work anywhere and your solution is secure and futureproof. Become more efficient with an Access Legal case management system. Minimise admin and free your lawyers to do what they do best, drive better case outcomes. From creating a client file, recording time on a case and sharing documents with your clients, save time every step of the way, giving you more billable hours to drive value and deliver quality client service. Open clients and matters quickly by simply importing a client form. Accurate data recording with no double entry.
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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
Companies looking for a legal case management software
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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
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAccess Group Legal
United Kingdom
www.theaccessgroup.com/en-gb/legal/software/case-management/
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Company InformationEstateWorks Systems
Founded: 2012
United States
EstateWorks.com
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Alternatives |
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Categories |
Categories |
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Integrations
CCH ProSystem fx
Not Supported
Case Crafter
Supported
InfoTrack
Supported
Lacerte
Not Supported
Thomson Reuters ONESOURCE
Not Supported
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Integrations
CCH ProSystem fx
Supported
Case Crafter
Not Supported
InfoTrack
Not Supported
Lacerte
Supported
Thomson Reuters ONESOURCE
Supported
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