EstateWorks

EstateWorks

EstateWorks Systems
TekLAW

TekLAW

NewWave Technologies
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+

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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

TekLaw makes your law office more productive and profitable. Affordable and easy-to-use practice management system for smaller firms, get your office organized and functioning smoothly. A comprehensive solution, TekLaw tracks your cases, time, calendar, appearances, discovery due dates and invoices and syncs with Outlook and your PDA. With over 15 years of professional experience, our hands-on approach, combined with extensive industry contacts, give us access to the personnel you need. Project managers, software engineers, programmers, business analysts, help desk reps, and hardware technicians: New Wave Tek delivers the best recruits. TekLAW software allows you to view many aspects of a case profile easily to protect yourself from potential malpractice. Track cases with a detailed calendar that creates alerts for key dates, daily task lists, assigns tasks to multiple employees and tracks status of tasks. Never miss another deadline.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not 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

Law firms looking for a legal case management solution to facilitate and optimize their operations

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

Screenshots and 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

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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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

EstateWorks Systems
Founded: 2012
United States
EstateWorks.com

Company Information

NewWave Technologies
www.newwavetek.com

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Categories

Categories

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Not 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 Not Supported
Expense Tracking Not Supported
Government Not Supported
Law Firms Not Supported
Records Management Not Supported
Task Management Not Supported
Time Tracking Supported
Trust Accounting Not Supported

Legal Billing Features

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

Professional Services Automation Features

Billing & Invoicing Not Supported
Client Portal Not Supported
Collaboration Tools Not Supported
CRM Not Supported
Document Management Not Supported
Portfolio Management Not Supported
Project Management Not Supported
Proposal Generation Not Supported
Quote Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported

Integrations

CCH ProSystem fx Supported
Lacerte Supported
Thomson Reuters ONESOURCE Supported
Virtofy Not Supported

Integrations

CCH ProSystem fx Not Supported
Lacerte Not Supported
Thomson Reuters ONESOURCE Not Supported
Virtofy Supported
Claim EstateWorks and update features and information
Claim EstateWorks and update features and information
Claim TekLAW and update features and information
Claim TekLAW and update features and information