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
Your entire conveyancing transaction on one cloud platform. Offer a digital experience to your clients by replacing paper forms with flexible and easily configurable online forms. We appreciate every firm works in different ways. Our customizable workflows allow you to design how you work but ensure your staff members work in the same way. Allows clients to receive quotes our of hours. Enables partners to refer and quote on your behalf. Give clients a personalized quote in seconds. Our APIs and Webhooks enables you to do even more through third-party integrations. It allows you to create, read, write, upload, or trigger actions from other software, or have InTouch trigger actions in them. Save time and money by allowing clients to sign documents electronically. Progress on each matter is automatically sent to your clients, keeping them up to date and happy at all times. Reduce progress chasing phone calls by 40% by keeping your clients and stakeholders informed via our online portal.
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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
Property law firms in need of an advanced Legal Case Management platform
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not 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
No information available.
Free Version
Not Supported
Free Trial
Not 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
Not 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 InformationInTouch
Founded: 2012
United Kingdom
www.intouchapp.co.uk
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Alternatives |
Alternatives |
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Categories |
Categories |
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Legal Case Management Features
Billing Management
Supported
Calendar Management
Not Supported
Case Notes
Supported
Client Management
Supported
Communication Tracking
Supported
Conflict Management
Not Supported
Corporations
Not Supported
Court Management
Not Supported
Discovery Management
Not Supported
Docket Management
Not Supported
Document Management
Supported
Expense Tracking
Not Supported
Government
Not Supported
Law Firms
Not Supported
Records Management
Not Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
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Integrations
CCH ProSystem fx
Supported
Lacerte
Supported
Microsoft Outlook
Not Supported
ORCODA Logistics Management System (OLMS)
Not Supported
ORCODA Workforce Logistics System (OWLS)
Not Supported
Skipio
Not Supported
Thomson Reuters ONESOURCE
Supported
Windcave
Not Supported
Xero
Not Supported
eCard Systems
Not Supported
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Integrations
CCH ProSystem fx
Not Supported
Lacerte
Not Supported
Microsoft Outlook
Supported
ORCODA Logistics Management System (OLMS)
Supported
ORCODA Workforce Logistics System (OWLS)
Supported
Skipio
Supported
Thomson Reuters ONESOURCE
Not Supported
Windcave
Supported
Xero
Supported
eCard Systems
Supported
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