Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Explore a vast database of lawsuits, monitor cases from any device, manage critical deadlines, and assess outcomes to gain a competitive edge. Legal matters extend beyond mere judicial opinions; with our service, you can delve into the complete court records and uncover details that other platforms may overlook. Access information from Federal courts, including entities, expert witnesses, judges, transcripts, motions, and much more. Discover compelling arguments and vital data that can enhance your chances of winning cases and securing new clients. Given that most litigation takes place in state courts, Docket Alarm simplifies the process of researching, tracking, and organizing state court dockets and their associated documents. This all-encompassing tool also covers intellectual property, featuring resources such as PTAB, TTAB, the ITC, the Orange Book, and for prosecution, Public PAIR patent applications and TSDR trademark prosecution history. Uncover cases, arguments, and office actions to effectively protect, monetize, or defend your intellectual property. Furthermore, access unique agency materials that are not available elsewhere, including those from the U.S. Tax Court, NLRB, and various select state agencies. By utilizing this platform, you can ensure that you have the most comprehensive legal insights at your fingertips.
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
Pricing Details
$99 per month
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
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
Docket Alarm
Founded
2012
Country
United States
Website
www.docketalarm.com
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
Product Features
Court Management
Administrative Hearings
Yes
Appeal Boards
Yes
Calendar Management
No
Case History
Yes
Collections Management
No
Court Cost Records
Yes
Defendant Records
Yes
Docket Management
Yes
Document Imaging
Yes
Fines Management
No
Jury Management
No
Subpoena Tracking
No
Warrant Tracking
No
eDiscovery
Case Analytics
No
Compliance Management
No
Discussion Threads
No
Document Indexing
No
Document Tracking
No
Full Text Extraction
No
Keyword Search
No
Metadata Extraction
No
Topic Clustering
No
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
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