Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CourtAlert is a comprehensive legal technology platform that delivers real-time court monitoring, litigation management, legal research, and business intelligence solutions for law firms, corporate legal teams, and legal service providers. The platform aggregates court data from New York State courts, federal courts, and select jurisdictions across the United States, providing users with streamlined access to case information, docket updates, filings, judicial orders, adjournments, and other critical legal events. Through its case monitoring service, users receive timely email alerts whenever activity occurs on tracked cases, enabling attorneys and legal professionals to stay informed without manually checking court systems. CourtAlert for PACER offers efficient federal court docket tracking, while its Case Management solution provides advanced docketing, calendaring, deadline management, document organization, reporting, Outlook synchronization, and attorney notification capabilities. The platform also supports business development efforts by alerting organizations to newly filed cases involving specified parties and delivers legal research resources, court rule updates, practice management guidance, and ECF Assurance® services that help reduce the risk of missing important federal court docket activity. With decades of experience serving legal professionals, CourtAlert helps organizations improve litigation oversight, operational efficiency, and risk management.

Description

Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Gmail No 
Microsoft Outlook No 

Integrations

Gmail Yes 
Microsoft Outlook Yes 

Pricing Details

$250/month
Free Trial No 
Free Version No 

Pricing Details

$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 Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CourtAlert

Founded

1999

Country

United States

Website

www.courtalert.com

Vendor Details

Company Name

Excess Quest

Founded

2019

Country

United States

Website

surplusfundslist.com

Product Features

Court Management

Administrative Hearings No 
Appeal Boards No 
Calendar Management No 
Case History No 
Collections Management No 
Court Cost Records No 
Defendant Records No 
Docket Management No 
Document Imaging No 
Fines Management No 
Jury Management No 
Subpoena Tracking No 
Warrant Tracking No 

Docketing

Billing & Invoicing No 
Calendar Management No 
Calendar/Reminder system No 
Case Management No 
Court Records Search No 
Document Management No 
Patent / Trademark Management No 
Portfolio Management No 
Task Management No 
Time & Expense Tracking No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Alternatives

Alternatives

No Alternatives
MatterAlert Reviews

MatterAlert

PaayaTech
eLaw Reviews

eLaw

Lexitas
Clio Reviews

Clio

Themis Solutions