Surplus Funds

Surplus Funds

Excess Quest
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About

Learned Hand is a web-based judicial case-preparation platform for judges, court clerks, and staff attorneys. It helps court teams review motion filings by extracting case facts, organizing disputed issues and arguments, and structuring analysis according to motion type, local rules, and jurisdiction-specific procedures. Users can upload case materials or connect to a court case-management system, inspect analysis with citations linked to supporting portions of the record, ask questions, and refine the work. The platform can produce an initial draft order with citations intact, which users may edit in the platform or export to Word. Its stated workflow covers case intake, motion analysis, source verification, and preparation of draft judicial documents. Learned Hand is designed for court and judicial workflows rather than law-firm advocacy; final review and decision-making remain with court personnel.

About

Surplus Funds is a cloud CRM and lead-research platform for professionals recovering excess proceeds from tax sales, foreclosure auctions and mortgage overages. It combines case and contact records, recovery pipelines, tasks and documents with skip-traced claimant data, property research, a power dialer, calling, SMS, email outreach, direct-mail letters and e-signatures. Its Ivy AI assistant can draft claimant communications and claim documents and summarize case records. Customers can use the CRM with their own leads or add selected-state or nationwide lead data; nationwide plans cover 47 states. The browser application is complemented by iPhone and Android apps, with Gmail and Outlook connections for case-linked email. The service is intended for independent recovery specialists, small teams and larger firms. Surplus amounts shown are estimates and should be verified with the relevant county or court.

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 Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Judges, court clerks, and court staff attorneys involved in reviewing motions and preparing judicial documents.

Audience

Surplus funds recovery professionals

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not 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

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

Clio
www.learned-hand.ai/

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

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Categories

AI Legal Supported
Court Management Supported

Categories

CRM Supported
Real Estate CRM Supported

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Microsoft Outlook Supported
Claim Learned Hand and update features and information
Claim Learned Hand and update features and information
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information