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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Are you concerned that manually tracking court deadlines from various sources might lead to missing important dates? Deadline Assistant offers a solution by calculating deadlines based on relevant federal, state, and local court regulations, seamlessly integrating this information into both your Deadline Assistant calendar and Microsoft® Outlook® calendar view. You will receive timely email notifications whenever there are updates to court rules that pertain to your cases. With the help of attorney-editors, you will get comprehensive reports detailing any changes, ensuring that you remain well-informed. Additionally, Deadline Assistant allows you to tailor deadlines according to your needs and centralizes deadline management throughout your firm. You can oversee deadline information for your entire firm, department, or specific matter teams, gaining access to all Deadline Assistant dates directly in Outlook. The platform also offers the flexibility to edit dates, rename events, add personal notes, or delete calendar entries. Moreover, you can create custom templates tailored for various case types, transactional deadlines, or scheduling orders, enhancing your organizational efficiency. This robust system is designed to help streamline your legal practice and ensure that deadlines are never overlooked.

Description

EstateWorks offers comprehensive case management and operational workflow software tailored for Trust & Estate law firms, banks, trust companies, and various fiduciary organizations. This platform enhances the estate settlement, administration, and planning processes by consolidating matter information, contact details, roles, workflows, tasks, deadlines, and financial documentation into a unified system. Users have the flexibility to create reusable checklist templates, delegate responsibilities by role, establish task dependencies, and customize tasks for specific cases. Additionally, the software features dashboards, calendars, alerts, and reporting tools that enable teams to monitor progress, manage deadlines, and assess workloads throughout the organization. EstateWorks also facilitates the generation of documents and forms, provides curated state probate forms, and enables data sharing with valuation and tax-preparation software. Designed to work in harmony with existing practice-management, billing, and fiduciary-accounting systems, it enhances overall operational efficiency in managing trust and estate matters. By streamlining these processes, EstateWorks helps users focus more on delivering value to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx No 
Case Timeline Yes 
Lacerte No 
Microsoft Outlook Yes 
Thomson Reuters ONESOURCE No 
Westlaw Yes 

Integrations

CCH ProSystem fx Yes 
Case Timeline No 
Lacerte Yes 
Microsoft Outlook No 
Thomson Reuters ONESOURCE Yes 
Westlaw No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.
Free Trial No 
Free Version No 

Deployment

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

legal.thomsonreuters.com/en/products/deadline-assistant

Vendor Details

Company Name

EstateWorks Systems

Founded

2012

Country

United States

Website

EstateWorks.com

Product Features

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking No 
Conflict Management No 
Multi-Office No 
Reminders No 
Rules-Based Scheduling Yes 
Staff Calendar No 
Status Tracking Yes 
Task Management No 

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

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