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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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