EstateWorksEstateWorks Systems
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XakiaXakia Technologies
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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
Xakia is an in-house legal toolkit, purpose built for teams of 2, 20, or 200. It is simple, powerful and affordable, and brings together information and legal process in one simple, beautiful interface. Do away with endless excel spreadsheets and clunky, scattered data – Xakia provides a holistic view into your matters, tasks, deadlines, contracts, documents and budgets, and creates informative, data-driven dashboards for full visibility across individual and team workloads. With Xakia, it is easy to set up workflows, automation and notifications and immediately communicate the value of the Legal Team to your stakeholders.
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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
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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Audience
Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.
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Audience
In-house Legal Departments
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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
Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
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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Pricing
$70.00/month/user
Choose from one of three subscription tiers - Xakia Plus, Xakia Advance, and Xakia Professional. A monthly price per user.
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
Supported
Live Online
Supported
In Person
Supported
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Company InformationEstateWorks Systems
Founded: 2012
United States
EstateWorks.com
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Company InformationXakia Technologies
Founded: 2016
Australia
www.xakiatech.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Legal Case Management Features
Billing Management
Supported
Calendar Management
Supported
Case Notes
Supported
Client Management
Supported
Communication Tracking
Supported
Conflict Management
Not 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
Not Supported
Records Management
Not Supported
Task Management
Supported
Time Tracking
Supported
Trust Accounting
Not Supported
Enterprise Legal Management (ELM) Features
Contract Lifecycle Management
Not Supported
Document Management
Supported
eDiscovery
Not Supported
Legal Automation
Supported
Legal e-Billing
Not Supported
Legal Spend Management
Supported
Matter Management
Supported
Reporting / Analytics
Supported
Legal Spend Management Features
Analytics / Reporting
Supported
Budgeting & Forecasting
Supported
Financial Controls
Not Supported
Insurance Claims Defense
Not Supported
Invoice Review
Not Supported
Legal e-Billing
Not Supported
Matter Management
Supported
Outside Counsel Management
Supported
Relationship Management
Supported
Strategic Planning
Supported
Vendor Management
Not Supported
Workflow Management Features
Access Controls/Permissions
Not Supported
Approval Process Control
Not Supported
Business Process Automation
Not Supported
Calendar Management
Not Supported
Compliance Tracking
Not Supported
Configurable Workflow
Supported
Customizable Dashboard
Not Supported
Document Management
Supported
Forms Management
Not Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Not Supported
No-Code
Not Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
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Integrations
Brightflag
Not Supported
CCH ProSystem fx
Supported
Checkbox
Not Supported
Gmail
Not Supported
Indent
Not Supported
Josef
Not Supported
Lacerte
Supported
Microsoft Outlook
Not Supported
Microsoft SharePoint
Not Supported
Neota
Not Supported
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Integrations
Brightflag
Supported
CCH ProSystem fx
Not Supported
Checkbox
Supported
Gmail
Supported
Indent
Supported
Josef
Supported
Lacerte
Not Supported
Microsoft Outlook
Supported
Microsoft SharePoint
Supported
Neota
Supported
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