Case&Point vs. EstateWorks Comparison


Case&Point Corporate Legal Solutions	EstateWorks EstateWorks Systems	+	+
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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.	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.
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	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
Audience Professionals seeking a matter management solution for corporate legal departments	Audience Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	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
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	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

Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Corporate Legal Solutions www.caseandpoint.com	Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com
Alternatives ExpenseCore Legal LSG	Alternatives Probate Plus Law Systems
Acuity ELM Essentials Mitratech	AccountAbly
GaLexy Legal Suite	TotalTrust Exhibit One Software
MatterSuite CaseFox	Eternal Pro
Mitratech TeamConnect Mitratech View All	Case UI View All
Categories E-Invoicing Supported Legal Case Management Supported Litigation Management Supported Matter Management Supported	Categories Legal Case Management Supported
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
Integrations CCH ProSystem fx Not Supported Lacerte Not Supported Thomson Reuters ONESOURCE Not Supported	Integrations CCH ProSystem fx Supported Lacerte Supported Thomson Reuters ONESOURCE Supported View All 3 Integrations
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