EstateWorks vs. Xakia Comparison


EstateWorks EstateWorks Systems	Xakia Xakia Technologies
Learn More about EstateWorks Update Features for EstateWorks	Learn More about Xakia Update Features for Xakia	Add To Compare	Add To Compare

EstateWorks	Xakia
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EstateWorks: 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.	Xakia: 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.
EstateWorks: 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	Xakia: 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
EstateWorks: Audience Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.	Xakia: Audience In-house Legal Departments
EstateWorks: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Xakia: Support Phone Support Supported 24/7 Live Support Supported Online Not Supported
EstateWorks: API Offers API Not Supported	Xakia: API Offers API Supported
EstateWorks: Screenshots and Videos View more images or videos	Xakia: Screenshots and Videos View more images or videos
EstateWorks: 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	Xakia: 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
EstateWorks: 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	Xakia: 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

EstateWorks: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Xakia: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
EstateWorks: Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Xakia: Company Information Xakia Technologies Founded: 2016 Australia www.xakiatech.com
EstateWorks: Alternatives Probate Plus Law Systems	Xakia: Alternatives Dazychain Yarris 4.0 out of 5 stars
EstateWorks: AccountAbly	Xakia: Lawcadia
EstateWorks: TotalTrust Exhibit One Software	Xakia: LawVu 5.0 out of 5 stars
EstateWorks: Prolegis Prolegis Solutions	Xakia: Mitratech CaseCloud Mitratech
EstateWorks: Prolegis Estate Plan Prolegis Solutions View All	Xakia: SimpleLegal Onit View All
EstateWorks: Categories Legal Case Management Supported	Xakia: Categories Business Process Automation Supported Enterprise Legal Management (ELM) Supported Legal Case Management Supported Legal Spend Management Supported Matter Management Supported Workflow Automation Supported Workflow Management Supported
	Xakia: 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 Show More Features 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
EstateWorks: Integrations Brightflag Not Supported CCH ProSystem fx Supported Checkbox Not Supported DecisionVault Supported Gmail Not Supported Indent Not Supported Josef Not Supported Lacerte Supported Microsoft Outlook Not Supported Microsoft SharePoint Not Supported Neota Not Supported NetDocuments Not Supported RBRO iManage Not Supported Thomson Reuters ONESOURCE Supported Show More Integrations View All 4 Integrations	Xakia: Integrations Brightflag Supported CCH ProSystem fx Not Supported Checkbox Supported DecisionVault Not Supported Gmail Supported Indent Supported Josef Supported Lacerte Not Supported Microsoft Outlook Supported Microsoft SharePoint Supported Neota Supported NetDocuments Supported RBRO iManage Supported Thomson Reuters ONESOURCE Not Supported Show More Integrations View All 10 Integrations
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