Case&Point

Case&Point

Corporate Legal Solutions
EstateWorks

EstateWorks

EstateWorks Systems
Case&Point EstateWorks

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Case&Point:

About

Case&Point software is designed to manage all types of matters, outside counsel including billing analysis increasing efficiency and productivity. Case&Point is a whole department solution with the flexibility to manage all your matter types not just litigation. The proprietary technology provides the best user experience of any matter management system. Corporate Legal Solutions was founded in 1988 to provide the premier dedicated solution for corporate legal departments. Our latest release allows management of 8 matter categories including real estate, patents and trademarks as well as extremely powerful reporting. The e-billing module for importing electronic invoices from outside counsel has been improved to generate automated alerts for over 30 items such as over budget. This provides greater efficiency for managing your outside counsel cost.
EstateWorks:

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.
Case&Point:

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
EstateWorks:

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
Case&Point:

Audience

Professionals seeking a matter management solution for corporate legal departments
EstateWorks:

Audience

Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.
Case&Point:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
EstateWorks:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Case&Point:

API

Offers API Not Supported
EstateWorks:

API

Offers API Not Supported
Case&Point:

Screenshots and Videos

EstateWorks:

Screenshots and Videos

Case&Point:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
EstateWorks:

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
Case&Point:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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EstateWorks:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Case&Point:

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported
EstateWorks:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Case&Point:

Company Information

Corporate Legal Solutions
www.caseandpoint.com
EstateWorks:

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com
Case&Point:

Alternatives

EstateWorks:

Alternatives

Probate Plus

Probate Plus

Law Systems
Case&Point:
EstateWorks:
Case&Point:
GaLexy

GaLexy

Legal Suite
EstateWorks:
TotalTrust

TotalTrust

Exhibit One Software
Case&Point:
MatterSuite

MatterSuite

CaseFox
EstateWorks:
Prolegis

Prolegis

Prolegis Solutions
Case&Point:
EstateWorks:
Prolegis Estate Plan

Prolegis Estate Plan

Prolegis Solutions
Case&Point:

Categories

EstateWorks:

Categories

Case&Point:

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Not Supported
Client Management Not Supported
Communication Tracking Not Supported
Conflict Management Not Supported
Corporations Supported
Court Management Not Supported
Discovery Management Not Supported
Docket Management Not Supported
Document Management Supported
Expense Tracking Supported
Government Not Supported
Law Firms Not Supported
Records Management Not Supported
Task Management Not Supported
Time Tracking Supported
Trust Accounting Not Supported
Case&Point:

Integrations

CCH ProSystem fx Not Supported
DecisionVault Not Supported
Lacerte Not Supported
Thomson Reuters ONESOURCE Not Supported
EstateWorks:

Integrations

CCH ProSystem fx Supported
DecisionVault Supported
Lacerte Supported
Thomson Reuters ONESOURCE Supported
Case&Point:
Claim Case&Point and update features and information
Claim Case&Point and update features and information
EstateWorks:
Claim EstateWorks and update features and information
Claim EstateWorks and update features and information