Surplus Funds

Surplus Funds

Excess Quest
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+

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About

Search millions of lawsuits, track cases on any device, keep track of deadlines, and analyze outcomes for competitive advantage. The law is more than published judicial opinions. Search the full court record and find information that other services can’t. Find anything filed in Federal courts: companies, expert witnesses, judges, transcripts, motions, and much more. Find arguments and information that help you win cases and new business. The majority of litigation occurs in state court, and Docket Alarm makes researching, tracking, and calendaring state court dockets and their underlying documents easy. The comprehensive resource for IP including PTAB, TTAB, the ITC, the Orange Book, and for prosecution Public PAIR patent applications and TSDR trademark prosecution history. Find cases, arguments, and office actions to protect, monetize, or defend against IP. Research agency materials not found anywhere else such as the U.S. Tax Court, NLRB, and select state agencies.

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 Supported
iPad Supported
Android 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

Companies in need of a solution to obtain better litigation outcomes

Audience

Surplus funds recovery professionals

Support

Phone Support Not Supported
24/7 Live Support 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

Screenshots and Videos

Pricing

$99 per month
Free Version 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

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 Not Supported
Webinars 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

Docket Alarm
Founded: 2012
United States
www.docketalarm.com

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Alternatives

Alternatives

Trellis.law

Trellis.law

Trellis Research
Mass Torts 360

Mass Torts 360

SimplyConvert LLC
Jayhawk Court Software

Jayhawk Court Software

Jayhawk Software

Categories

Categories

CRM Supported
Real Estate CRM Supported

Court Management Features

Administrative Hearings Supported
Appeal Boards Supported
Calendar Management Not Supported
Case History Supported
Collections Management Not Supported
Court Cost Records Supported
Defendant Records Supported
Docket Management Supported
Document Imaging Supported
Fines Management Not Supported
Jury Management Not Supported
Subpoena Tracking Not Supported
Warrant Tracking Not Supported

Integrations

Gmail Not Supported
Google Calendar Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Google Calendar Not Supported
Microsoft Outlook Supported
Claim Docket Alarm and update features and information
Claim Docket Alarm and update features and information
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information