EstateWorks vs. GoMatters Comparison


EstateWorks EstateWorks Systems	GoMatters
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EstateWorks	GoMatters
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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.	GoMatters: About Create a Group for an entire organization or create separate Groups for specific areas within the organization. If you work with multiple organizations, create Groups for each one. Manage your organization's assets from one app on any desktop or mobile device. Contacts connect to matters for easy lookup and conflict checking. Matter Contact records are stored in the Matter record so you can view all Contacts related to a Matter in one place. Calendars are connected to Matters through calendar events. View all events associated with a Matter in the Matters app without switching between calendars to save time managing court dates and scheduling. Tasks can be connected to Matters to better manage deadlines and limitation dates. Completed Tasks are removed from your todo list, but a complete record of the Task is stored in the Matter record.
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	GoMatters: 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: Audience Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.	GoMatters: Audience Legal Case Management platform for companies
EstateWorks: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	GoMatters: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
EstateWorks: API Offers API Not Supported	GoMatters: API Offers API Not Supported
EstateWorks: Screenshots and Videos View more images or videos	GoMatters: Screenshots and Videos View more images or videos
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	GoMatters: Pricing No information available. Free Version Not Supported Free Trial Supported
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	GoMatters: 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

EstateWorks: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	GoMatters: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
EstateWorks: Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	GoMatters: Company Information GoMatters Founded: 2009 United States www.gomatters.com
EstateWorks: Alternatives Probate Plus Law Systems	GoMatters: Alternatives MatterSuite CaseFox
EstateWorks: AccountAbly	GoMatters: LawToolBox LawToolBox.com
EstateWorks: TotalTrust Exhibit One Software	GoMatters: Rocket Matter ProfitSolv 4.0 out of 5 stars
EstateWorks: Prolegis Prolegis Solutions	GoMatters: EstateWorks EstateWorks Systems
EstateWorks: Prolegis Estate Plan Prolegis Solutions View All	GoMatters: Lawcus View All
EstateWorks: Categories Legal Case Management Supported	GoMatters: Categories Law Practice Management Supported Legal Case Management Supported
	GoMatters: Legal Case Management Features Billing Management Not Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Supported Conflict Management Supported Corporations Not Supported Court Management Supported Discovery Management Supported Docket Management Supported Document Management Supported Expense Tracking Supported Government Not Supported Law Firms Not Supported Records Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Show More Features Law Practice Management Features Billing & Invoicing Supported Calendar Management Supported Client Portal Not Supported Conflict Management Supported Contract Management Not Supported CRM Supported Document Management Supported Email Management Not Supported Legal Case Management Supported Task Management Not Supported Time Tracking Supported Trust Accounting Supported
EstateWorks: Integrations CCH ProSystem fx Supported DecisionVault Supported Lacerte Supported Thomson Reuters ONESOURCE Supported View All 4 Integrations	GoMatters: Integrations CCH ProSystem fx Not Supported DecisionVault Not Supported Lacerte Not Supported Thomson Reuters ONESOURCE Not Supported
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