EstateWorksEstateWorks Systems
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Related Products
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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.
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About
Run a growing law firm without losing control. Hivelight is a next-generation legal matter management and operations platform designed to give your firm one clear, centralized view across every task, matter, and team member. Built for modern legal practices, Hivelight eliminates the need for manual spreadsheet tracking and endless status updates.
Whether you are a Partner monitoring firm-wide capacity or a Legal Operations Manager streamlining processes, Hivelight provides the live data you need. Our flexible workflow templates automatically load defined task sets, dependencies, and deadlines directly onto matters. Through seamless integration, these tasks land directly in your lawyers' existing Outlook environment.
Hivelight goes beyond basic task management by acting as an embedded training system. Because tasks contain step-by-step instructions on how to do the work, new-hire ramp time drops from 3-6 months down to just 4-8 weeks.
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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
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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
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Audience
Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.
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Audience
Small to mid-sized law firms, Practice Managers, COO
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
$199
A simple, consumption-based model that scales exactly as your law firm grows. No per-seat penalties.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationEstateWorks Systems
Founded: 2012
United States
EstateWorks.com
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Company InformationHivelight
Founded: 2021
Australia
hivelight.com
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Alternatives |
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Categories |
Categories |
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Legal Case Management Features
Billing Management
Not Supported
Calendar Management
Supported
Case Notes
Supported
Client Management
Supported
Communication Tracking
Supported
Conflict Management
Supported
Corporations
Supported
Court Management
Supported
Discovery Management
Not Supported
Docket Management
Supported
Document Management
Not Supported
Expense Tracking
Not Supported
Government
Supported
Law Firms
Supported
Records Management
Supported
Task Management
Supported
Time Tracking
Supported
Trust Accounting
Not Supported
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Integrations
Actionstep
Not Supported
CCH ProSystem fx
Supported
Clio
Not Supported
Lacerte
Supported
Microsoft Outlook
Not Supported
Microsoft Power Automate
Not Supported
Smokeball
Not Supported
Thomson Reuters ONESOURCE
Supported
Zapier
Not Supported
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Integrations
Actionstep
Supported
CCH ProSystem fx
Not Supported
Clio
Supported
Lacerte
Not Supported
Microsoft Outlook
Supported
Microsoft Power Automate
Supported
Smokeball
Supported
Thomson Reuters ONESOURCE
Not Supported
Zapier
Supported
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