EstateWorks vs. Legal Files Comparison


EstateWorks EstateWorks Systems	Legal Files Onit	+	+
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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.	About Legal Files is a legal case and matter management software designed to help organizations centralize and manage their legal work more efficiently. It provides a single system of record where teams can store and track matters, documents, emails, and deadlines. The platform replaces disconnected tools and manual processes with structured workflows that improve consistency and visibility. It includes features such as document management, calendaring, and reporting to support day-to-day legal operations. Legal Files also integrates with tools like Microsoft Office and Outlook for seamless workflow management. Its configurable design allows teams to adapt the system to different types of legal work, including litigation and compliance. Overall, Legal Files helps legal teams stay organized, reduce manual effort, and maintain control over their work.
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	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported
Audience Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.	Audience Legal teams, law firms, government agencies, and organizations that need a centralized system to manage cases, documents, and legal workflows efficiently
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
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	Pricing No information available. 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 Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Company Information Onit Founded: 2011 United States www.onit.com/products/elm/legal-files/
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Case UI View All	MatterSuite CaseFox View All
Categories Legal Case Management Supported	Categories Legal Case Management Supported Matter Management Supported
	Legal Case Management Features Billing Management Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Supported Conflict Management Supported Corporations Supported Court Management Supported Discovery Management Supported Docket Management Supported Document Management Supported Expense Tracking Supported Government Supported Law Firms Supported Records Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported
Integrations CCH ProSystem fx Supported Gmail Not Supported Google Calendar Not Supported Lacerte Supported Microsoft 365 Not Supported Microsoft Excel Not Supported Microsoft OneNote Not Supported Thomson Reuters ONESOURCE Supported eCMS by Cerenade Not Supported View All 3 Integrations	Integrations CCH ProSystem fx Not Supported Gmail Supported Google Calendar Supported Lacerte Not Supported Microsoft 365 Supported Microsoft Excel Supported Microsoft OneNote Supported Thomson Reuters ONESOURCE Not Supported eCMS by Cerenade Supported View All 6 Integrations
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