Learned HandClio
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Surplus FundsExcess Quest
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Related Products
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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.
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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.
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Platforms Supported
Windows
Not Supported
Mac
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Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
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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
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Judges, court clerks, and court staff attorneys involved in reviewing motions and preparing judicial documents.
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Audience
Surplus funds recovery professionals
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Support
Phone Support
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24/7 Live Support
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Online
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Support
Phone Support
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24/7 Live Support
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Online
Supported
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
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Free Trial
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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
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Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
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Live Online
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In Person
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Training
Documentation
Not Supported
Webinars
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Live Online
Not Supported
In Person
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Company InformationClio
www.learned-hand.ai/
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Company InformationExcess Quest
Founded: 2019
United States
surplusfundslist.com
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Integrations
Gmail
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Microsoft Outlook
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