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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Tyler Supervision™ offers a comprehensive solution for managing both adult and juvenile probation, as well as pretrial services. This web-based SaaS platform allows for the coordination, communication, recording, and tracking of every aspect of the probation process alongside pretrial services. Its user-friendly features facilitate efficient client management while robust security measures safeguard the system at the data center, application, and user levels. Fully compliant with CJIS and adhering to Amazon GovCloud standards, Tyler Supervision ensures high levels of data integrity and security right from implementation. Additionally, seamless integration with other Tyler products allows for easy access and sharing of information, streamlining the supervision workflow and consolidating critical case data from dispatch to final disposition in a single interface. Furthermore, the system provides extensive monitoring and reporting functionalities for adult and juvenile probation, parole, pretrial, and diversion, all within a unified case management framework, enhancing overall operational efficiency. By employing this integrated approach, agencies can significantly improve their workflow and accountability in managing probation cases.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx Yes 
Citizen RIMS No 
Lacerte Yes 
Thomson Reuters ONESOURCE Yes 
VuSpex No 

Integrations

CCH ProSystem fx No 
Citizen RIMS Yes 
Lacerte No 
Thomson Reuters ONESOURCE No 
VuSpex 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

No price information available.
Free Trial No 
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 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) 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 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

Tyler Technologies

Founded

1966

Country

United States

Website

www.tylertech.com/products/tyler-supervision

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 No 
Corporations No 
Court Management Yes 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government Yes 
Law Firms No 
Records Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting Yes 

Alternatives

Alternatives

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