EstateWorks vs. Matters.Cloud Comparison


EstateWorks EstateWorks Systems	Matters.Cloud Cintelli	+	+
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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 Are you looking for an easier way to run your law firm? Matters.Cloud can help you by: - Providing insight, whether you are a single lawyer or part of a larger firm. - Bringing together key information related to your clients, contacts and matters. - Helping you to break down your matters into key phases / tasks. - Simplifying processes like raising invoices and capturing payments. - Freeing up time to win new opportunities - Operates in 15 languages and 6 data regions
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 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; In-House Legal Departments; Solo Practitioners; Lawyers / Attorney at Law
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online 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 $25.00 per user per month $25 USD per user per month no minimum term. Free Version Not Supported Free Trial 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 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 Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Company Information Cintelli Founded: 2017 United Kingdom www.matters.cloud
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Eternal Pro	Selah Central Selah Legal Technology
Case UI View All	MatterSuite CaseFox View All
Categories Legal Case Management Supported	Categories Law Practice Management Supported Legal Case Management Supported
	Legal Case Management Features Billing Management Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Not Supported Conflict Management Supported Corporations Not Supported Court Management Not Supported Discovery Management Not Supported Docket Management Not Supported Document Management Supported Expense Tracking Supported Government Not 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 Not Supported CRM Supported Document Management Supported Email Management Not Supported Legal Case Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported
Integrations CCH ProSystem fx Supported Clearbit Not Supported Dropbox Not Supported FreeAgent Not Supported Google Drive Not Supported Lacerte Supported Mailchimp Not Supported Thomson Reuters ONESOURCE Supported X (Twitter) Not Supported Xero Not Supported View All 3 Integrations	Integrations CCH ProSystem fx Not Supported Clearbit Supported Dropbox Supported FreeAgent Supported Google Drive Supported Lacerte Not Supported Mailchimp Supported Thomson Reuters ONESOURCE Not Supported X (Twitter) Supported Xero Supported View All 7 Integrations
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