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
Manage a growing law firm effectively with Hivelight, an innovative platform designed for legal practice that offers a comprehensive, centralized overview of all tasks, matters, and personnel. Tailored for contemporary legal environments, Hivelight removes the burden of manual spreadsheet tracking and reduces the need for constant status updates.
Whether you are a Partner overseeing overall firm capacity or a Legal Operations Manager enhancing workflow efficiency, Hivelight supplies real-time data essential for informed decision-making. Its adaptable workflow templates automatically populate specified task sets, dependencies, and deadlines into matters, ensuring seamless integration with your lawyers' existing Outlook interface.
Moreover, Hivelight transcends simple task management by serving as an integrated training resource. With detailed, step-by-step instructions embedded within tasks, the onboarding process for new hires can be dramatically shortened from an average of 3-6 months to just 4-8 weeks, enabling faster productivity and smoother transitions. This not only accelerates training but also empowers your team to perform at their best right from the start.
API Access
Has API
No
API Access
Has API
No
Integrations
Actionstep
No
CCH ProSystem fx
Yes
Clio
No
Lacerte
Yes
Microsoft Outlook
No
Microsoft Power Automate
No
Smokeball
No
Thomson Reuters ONESOURCE
Yes
Zapier
No
Integrations
Actionstep
Yes
CCH ProSystem fx
No
Clio
Yes
Lacerte
No
Microsoft Outlook
Yes
Microsoft Power Automate
Yes
Smokeball
Yes
Thomson Reuters ONESOURCE
No
Zapier
Yes
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
$199
A simple, consumption-based model that scales exactly as your law firm grows. No per-seat penalties.
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
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
EstateWorks Systems
Founded
2012
Country
United States
Website
EstateWorks.com
Vendor Details
Company Name
Hivelight
Founded
2021
Country
Australia
Website
hivelight.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
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
Yes
Document Management
No
Expense Tracking
No
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No