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features
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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 

Screenshots View All

Screenshots View All

Integrations

Gmail No 
Google Calendar Yes 
Microsoft Outlook No 

Integrations

Gmail Yes 
Google Calendar No 
Microsoft Outlook Yes 

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
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