Surplus Funds

Surplus Funds

Excess Quest
+
+

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About

CourtAlert is a legal intelligence and case monitoring platform that helps law firms, corporate legal departments, and legal professionals track court activity, manage litigation workflows, and receive real-time updates on cases across New York courts and federal jurisdictions nationwide. The platform provides case monitoring, court data research, PACER tracking, business development alerts, case management software, and risk reduction services designed to improve visibility into legal proceedings and ensure critical court events are never missed.

About

Surplus Funds is a cloud CRM and lead-research platform for professionals recovering excess proceeds from tax sales, foreclosure auctions and mortgage overages. It combines case and contact records, recovery pipelines, tasks and documents with skip-traced claimant data, property research, a power dialer, calling, SMS, email outreach, direct-mail letters and e-signatures. Its Ivy AI assistant can draft claimant communications and claim documents and summarize case records. Customers can use the CRM with their own leads or add selected-state or nationwide lead data; nationwide plans cover 47 states. The browser application is complemented by iPhone and Android apps, with Gmail and Outlook connections for case-linked email. The service is intended for independent recovery specialists, small teams and larger firms. Surplus amounts shown are estimates and should be verified with the relevant county or court.

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 Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

CourtAlert is designed for law firms, attorneys, litigation support professionals, paralegals, corporate legal departments, in-house counsel, legal operations teams, compliance professionals, court researchers, docketing specialists, and organizations that require real-time court monitoring, litigation management, legal research, and case tracking across state and federal jurisdictions

Audience

Surplus funds recovery professionals

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$250/month
Free Version Not Supported
Free Trial Not Supported

Pricing

$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
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

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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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

CourtAlert
Founded: 1999
United States
www.courtalert.com

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Alternatives

Alternatives

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eLaw

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MatterAlert

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Mass Torts 360

Mass Torts 360

SimplyConvert LLC
Clio

Clio

Themis Solutions

Categories

Court Management Supported
Docketing Supported

Categories

CRM Supported
Real Estate CRM Supported

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Microsoft Outlook Supported
Claim CourtAlert and update features and information
Claim CourtAlert and update features and information
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information