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
Real estate management software should be straightforward and user-friendly, allowing you to concentrate on the essential aspect: connecting with people. Explore the innovative real estate software designed to enhance your efficiency and reduce your workload. Make an informed choice for your agency by opting for a solution that digitizes your entire real estate operation. Elevate your business with a robust yet simple real estate program, paired with exceptional technical support to guide you through the process. Revolutionize your real estate agency into a Proptech powerhouse, boosting sales and productivity along the way. Transition to Sooprema, regardless of the real estate system you currently utilize, and experience the seamless integration of our services. If you lack the time or inclination to set up your website, you can rely on a Sooprema expert to handle everything for you. Sooprema stands out as a holistic real estate CRM and software solution that enables you to manage your properties swiftly and effortlessly. With our top-notch tools, you can enhance your workflow, improve performance, and increase your visibility in the market, ensuring your agency thrives in today’s competitive landscape. By choosing Sooprema, you're not just adopting software; you're investing in the future of your real estate business.
API Access
Has API
No
API Access
Has API
No
Integrations
CCH ProSystem fx
Yes
Lacerte
Yes
Stackreaction
No
Thomson Reuters ONESOURCE
Yes
Integrations
CCH ProSystem fx
No
Lacerte
No
Stackreaction
Yes
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
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)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
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
EstateWorks Systems
Founded
2012
Country
United States
Website
EstateWorks.com
Vendor Details
Company Name
Sooprema
Founded
2012
Country
Spain
Website
www.sooprema.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 CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
No
Email Marketing
No
Interaction Tracking
Yes
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
Yes