Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Introducing a comprehensive and user-friendly Real Estate management software designed to cater to businesses of all sizes—large, medium, or small—enabling efficient management of all real estate operations. This software allows users to effortlessly create and print contracts, handle various fees such as installments, security deposits, commissions, parking and administrative fees, as well as government charges. It also includes cheque management features for receiving, submitting, clearing, and replacing cheques. Users can generate and track maintenance orders, manage claims, and even record police and legal cases. The software keeps an organized record of all expenses and supplier bills while offering separate accounts for each tower for easy profit and loss generation. Alerts for contract renewals and cheque clearance are included, along with email and SMS notifications for timely updates. A robust reporting feature provides tailored reports for employees, managers, and owners based on their access privileges, supporting both English and Arabic languages. Additionally, users have the capability to produce accounting reports and save them as templates for future reference, enhancing overall efficiency and productivity. With streamlined functionalities, this software serves as an indispensable tool for anyone in the real estate business.
API Access
Has API
No
API Access
Has API
No
Integrations
CCH ProSystem fx
Yes
Lacerte
Yes
Thomson Reuters ONESOURCE
Yes
Integrations
CCH ProSystem fx
No
Lacerte
No
Thomson Reuters ONESOURCE
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
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
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
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EstateWorks Systems
Founded
2012
Country
United States
Website
EstateWorks.com
Vendor Details
Company Name
Be Falcon Solutions
Founded
2005
Country
United Arab Emirates
Website
befalcon.com
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
Product Features
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
Yes
Contact Management
Yes
Credit Check
Yes
Expense Management
Yes
Insurance Management
Yes
Landlord Database
Yes
Late Fee Calculation
Yes
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
Yes
Payment Processing
Yes
Portfolio Management
Yes
Rent Tracking
Yes
Residential Properties
Yes
Tax Management
Yes
Tenant Database
Yes
Tenant Portal
Yes
Vacancy Tracking
Yes
Website Management
Yes