EstateWorksEstateWorks Systems
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MatterSuiteCaseFox
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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
MatterSuite’s Enterprise Legal Management (ELM) solution is a complete suite of tools that help in-house legal corporate departments to handle daily operations to increase efficiency and reduce costs. MatterSuite ELM software includes the features of matter management, client portal, document management, calendaring, contact management, etc. It creates a centralized hub for legal information and automates the firm process. This intuitive software is the first in the market which comprises eDiscovery, litigation management, cause of action, matter management, legal research library, legal calendaring, document management, tasks, and communication to make your management better. It gives you the overall insight of your law firm to have a transparent and efficient law practice.
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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
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
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
Law firms, lawyers, attorneys, solo practitioners, legal professionals, corporate legal department, enterprises
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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
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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PricingPlease contact for pricing
Free Version
Not 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
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationEstateWorks Systems
Founded: 2012
United States
EstateWorks.com
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Company InformationCaseFox
Founded: 2010
United States
www.mattersuite.com/enterprise-legal-management-software/
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Alternatives |
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
Not Supported
Corporations
Not Supported
Court Management
Supported
Discovery Management
Supported
Docket Management
Not Supported
Document Management
Supported
Expense Tracking
Not Supported
Government
Supported
Law Firms
Supported
Records Management
Not Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
Enterprise Legal Management (ELM) Features
Contract Lifecycle Management
Supported
Document Management
Supported
eDiscovery
Supported
Legal Automation
Supported
Legal e-Billing
Not Supported
Legal Spend Management
Not Supported
Matter Management
Supported
Reporting / Analytics
Supported
Law Practice Management Features
Billing & Invoicing
Supported
Calendar Management
Supported
Client Portal
Supported
Conflict Management
Not Supported
Contract Management
Supported
CRM
Not Supported
Document Management
Supported
Email Management
Supported
Legal Case Management
Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Not Supported
Collaboration
Supported
Contract Management
Supported
Document Assembly
Supported
Document Indexing
Supported
Document Tagging
Supported
Full Text Search
Not Supported
Version Control
Not Supported
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Integrations
CCH ProSystem fx
Supported
Lacerte
Supported
Legistify
Not Supported
QuickBooks Online
Not Supported
Thomson Reuters ONESOURCE
Supported
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Integrations
CCH ProSystem fx
Not Supported
Lacerte
Not Supported
Legistify
Supported
QuickBooks Online
Supported
Thomson Reuters ONESOURCE
Not Supported
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