Surplus FundsExcess Quest
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Related Products
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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.
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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
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
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
Law firms, attorneys, paralegals, legal support teams and self-represented filers in California.
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Audience
Surplus funds recovery professionals
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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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
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationLegal Hub Group
Founded: 2023
United States
legalhubgroup.com
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Company InformationExcess Quest
Founded: 2019
United States
surplusfundslist.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ChatGPT
Supported
Claude
Supported
Clio
Supported
Gmail
Not Supported
Microsoft Outlook
Not Supported
Model Context Protocol (MCP)
Supported
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Integrations
ChatGPT
Not Supported
Claude
Not Supported
Clio
Not Supported
Gmail
Supported
Microsoft Outlook
Supported
Model Context Protocol (MCP)
Not Supported
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