Surplus Funds

Surplus Funds

Excess Quest
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+

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About

PettyLawsuit is an online small-claims self-help platform for consumers and small businesses pursuing unpaid invoices, rental deposits, contractor disputes, refunds, property damage, and other civil money claims. Users describe a dispute through a guided online process, provide supporting evidence, and receive AI-assisted demand letters and jurisdiction-specific, prefilled court forms. The service also offers certified-mail delivery, follow-up communications, filing guidance, and optional assistance with court filing and service. It is designed for people representing themselves rather than hiring an attorney and supports cases across the 50 U.S. states. Some steps are performed by PettyLawsuit agents, so the offering combines web software with case-related services. Court filing fees and some delivery or service add-ons may be separate from the case package.

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

Consumers and small businesses pursuing small claims over matters such as unpaid invoices, rental deposits, contractor disputes, refunds, and property damage. The service is designed for people representing themselves rather than hiring an attorney.

Audience

Surplus funds recovery professionals

Support

Phone Support Not 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

No images available

Screenshots and Videos

Pricing

$29/case
A free preview is available before purchase. The Send the Letter package costs $29 one-time per case; Go Full Petty costs $49 one-time per case and adds calls and follow-ups. Court filing fees are separate. No subscription is listed.
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 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

PettyLawsuit
Founded: 2025
United States
pettylawsuit.com

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

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EvictionAssistant

EvictionAssistant

Legal Technologies

Categories

AI Legal Supported

Categories

CRM Supported
Real Estate CRM Supported

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Microsoft Outlook Supported
Claim PettyLawsuit and update features and information
Claim PettyLawsuit and update features and information
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information