EstateWorks vs. Time Matters Comparison


EstateWorks EstateWorks Systems	Time Matters LexisNexis	+	+
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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 Firms rely on Time Matters as an adaptable solution that improves sharing of information, collaboration, process workflows, and more. Fully customize your own workflows, precedents, forms, and documents. Optimize sharing of information among staff with a centralized database of matters. Generate documents rapidly with Merge Templates while reducing errors associated with manual creation. Maintain an automated record of all your work related to a case, to reduce malpractice risks.
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 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 with 5 to 50 attorneys
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Not 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 1.0 / 5 ease 3.0 / 5 features 3.0 / 5 design 2.0 / 5 support 1.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Not sure. It seemed like a good program until we needed technical support. Cons I am a very dissatisfied Time Matters customer. If you have a choice between TM and a similar software company chose the latter. Customer support is terrible. My company has had a major problem with the TM software beginning prior to Thanksgiving 2019.
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 LexisNexis Founded: 1970 United Kingdom pclawtimematters.com/product-timematters/
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Case UI View All	8am MyCase 8am View All
Categories Legal Case Management Supported	Categories Family Law Supported Law Practice Management Supported Legal Calendar Supported Legal Case Management Supported Legal Document 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 Not Supported Discovery Management Supported Docket Management Supported Document Management Supported Expense Tracking Supported Government Supported Law Firms Supported Records Management Not Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Show More Features Law Practice Management Features Billing & Invoicing Supported Calendar Management Supported Client Portal Not 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 Calendar Features Case Defined Timekeepers Supported Completion Tracking Supported Conflict Management Supported Multi-Office Supported Reminders Supported Rules-Based Scheduling Supported Staff Calendar Supported Status Tracking Supported Task Management Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Not Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported
Integrations CCH ProSystem fx Supported ECFX Notice Not Supported Lacerte Supported Microsoft OneDrive Not Supported One Legal Not Supported Process Server's Toolbox Not Supported QuickBooks Online Not Supported Symphony OCR Not Supported Thomson Reuters ONESOURCE Supported Uptime Legal Not Supported eCMS by Cerenade Not Supported Show More Integrations View All 3 Integrations	Integrations CCH ProSystem fx Not Supported ECFX Notice Supported Lacerte Not Supported Microsoft OneDrive Supported One Legal Supported Process Server's Toolbox Supported QuickBooks Online Supported Symphony OCR Supported Thomson Reuters ONESOURCE Not Supported Uptime Legal Supported eCMS by Cerenade Supported Show More Integrations View All 9 Integrations
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