EstateWorks

EstateWorks

EstateWorks Systems
EstateWorks LawMaster

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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.
LawMaster:

About

Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you.
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
LawMaster:

Platforms Supported

Windows 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.
LawMaster:

Audience

Law Practice Management solution for companies
EstateWorks:

Support

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

Support

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

API

Offers API Not Supported
LawMaster:

API

Offers API Not Supported
EstateWorks:

Screenshots and Videos

LawMaster:

Screenshots and 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
LawMaster:

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

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Review this Software
LawMaster:

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
LawMaster:

Training

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

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com
LawMaster:

Company Information

LawMaster
Founded: 1988
Australia
www.lawmaster.com.au
EstateWorks:

Alternatives

Probate Plus

Probate Plus

Law Systems
LawMaster:

Alternatives

Clio

Clio

Themis Solutions
4.9 out of 5 stars
EstateWorks:
LawMaster:
EstateWorks:
TotalTrust

TotalTrust

Exhibit One Software
LawMaster:
LEAP

LEAP

1.0 out of 5 stars
EstateWorks:
Prolegis

Prolegis

Prolegis Solutions
LawMaster:
EstateWorks:
Prolegis Estate Plan

Prolegis Estate Plan

Prolegis Solutions
LawMaster:
AbacusLaw

AbacusLaw

Abacus Data Systems
EstateWorks:

Categories

LawMaster:

Categories

LawMaster:

Legal Case Management Features

Billing Management Supported
Calendar Management Not Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Not Supported
Discovery Management Not Supported
Docket Management Not Supported
Document Management Supported
Expense Tracking Supported
Government Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Supported
Calendar Management Not Supported
Case Management Supported
Client Portal Supported
Document Management Supported
Expense Tracking Supported
Time Tracking Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Not Supported
Document Tagging Not Supported
Full Text Search Supported
Version Control Supported

Trust Accounting Features

Accrual Accounting Supported
Activity Tracking Supported
Asset Gain & Loss Reporting Not Supported
Check Writing Supported
Compliance Management Supported
Cross Ledger Posting Not Supported
Customer Statements Supported
Fee Calculation & Posting Supported
Receipt Management Supported
Tax Management Supported
EstateWorks:

Integrations

CCH ProSystem fx Supported
DecisionVault Supported
Lacerte Supported
Softlog.print Not Supported
Thomson Reuters ONESOURCE Supported
Virtual Cabinet Not Supported
LawMaster:

Integrations

CCH ProSystem fx Not Supported
DecisionVault Not Supported
Lacerte Not Supported
Softlog.print Supported
Thomson Reuters ONESOURCE Not Supported
Virtual Cabinet Supported
EstateWorks:
Claim EstateWorks and update features and information
Claim EstateWorks and update features and information
LawMaster:
Claim LawMaster and update features and information
Claim LawMaster and update features and information