Surplus Funds

Surplus Funds

Excess Quest
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+

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About

Legal Hub Group is a web-based legal filing and matter-tracking portal with Lexary, an AI court-document checker, and legal support services. Law firms, attorneys, paralegals, legal teams and self-represented filers can upload court papers, check for common filing issues and submit e-filings to participating California courts. Lexary flags missing signatures, dates and case details, fixes file formats, and can reduce oversized files. The portal tracks filing status and returned court-stamped documents, and supports nationwide process-serving and skip-tracing orders. Clio Manage connects filing and service workflows with matters. Claude and ChatGPT connections support document checks, filing-status review and draft preparation; users review and submit drafts through the portal. E-filing starts at $14.99 per filing, plus court, court-system and card-processing fees. Lexary is free with filings and offers up to five checks daily without an account.

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

Law firms, attorneys, paralegals, legal support teams and self-represented filers in California.

Audience

Surplus funds recovery professionals

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 Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$14.99/filing
E-filing starts at $14.99 per filing, plus applicable court fees. Lexary checks are included with filing orders, and up to five checks per day are free without an account. Process-serving rates vary by state and service level; skip tracing is priced separately.
Free Version 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

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 Not Supported
In Person Not Supported

Training

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

Company Information

Legal Hub Group
Founded: 2023
United States
legalhubgroup.com

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Alternatives

Alternatives

Legal e-File

Legal e-File

LegaleFile
Mass Torts 360

Mass Torts 360

SimplyConvert LLC
CourtFileNow

CourtFileNow

Cenifax Courts

Categories

E-Filing Supported

Categories

CRM Supported
Real Estate CRM Supported

Integrations

ChatGPT Supported
Claude Supported
Clio Supported
Gmail Not Supported
Microsoft Outlook Not Supported
Model Context Protocol (MCP) Supported

Integrations

ChatGPT Not Supported
Claude Not Supported
Clio Not Supported
Gmail Supported
Microsoft Outlook Supported
Model Context Protocol (MCP) Not Supported
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information