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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

Sheria360 serves as a comprehensive web-based legal operations platform tailored for law firms, corporate legal teams, public institutions, and in-house legal departments. The platform seamlessly integrates legal matter management with contract lifecycle processes, document handling, and tracking of legal services and advisory. It also facilitates billing, client and external counsel portals, as well as task and deadline management. Users can efficiently handle case intake, regulatory updates, evidence collection, contract drafting, approvals, and renewals within a collaborative workspace. AI capabilities enhance the platform by providing summaries of contracts and matters, extracting key terms, comparing clauses, identifying risks, suggesting redlines, assisting in drafting, and supporting legal research. Additionally, Sheria360 is equipped with mobile applications and interfaces with document storage, e-signature services, and office productivity software, while also allowing for custom API integrations to meet enterprise-level requirements. Overall, it empowers legal teams to streamline their operations and enhance collaboration effectively.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx Yes 
Docusign No 
Dropbox No 
Google Drive No 
Google Workspace No 
Lacerte Yes 
Microsoft 365 No 
Microsoft Outlook No 
Salesforce No 
Slack No 
Thomson Reuters ONESOURCE Yes 
emSigner No 

Integrations

CCH ProSystem fx No 
Docusign Yes 
Dropbox Yes 
Google Drive Yes 
Google Workspace Yes 
Lacerte No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Salesforce Yes 
Slack Yes 
Thomson Reuters ONESOURCE No 
emSigner 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

$35/user/month
Plans start at $35 per user per month. A 14-day free trial is available. Annual plans are discounted; Enterprise pricing may vary for custom configurations.
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App No 
Android App Yes 
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 Yes 
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

Sheria360

Founded

2009

Country

Kenya

Website

sheria360.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 Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

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