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
iCourt is an innovative software solution tailored for virtual court sessions, encompassing various types of hearings such as arraignments, first appearances, motions, and trials. This application ensures secure communication between the public and court personnel, including attorneys, public defenders, probation officers, clerks, interpreters, and judges. When citizens log in, their cases are directed to specific staff based on their responses to set questions. Through the iCourt platform, individuals can electronically sign various documents, such as Acknowledgment of Rights forms, probation papers, community service agreements, and reset notices. Furthermore, court personnel enjoy the ability to seamlessly transfer cases, invite colleagues into real-time proceedings, and initiate private video communications during hearings, enhancing collaboration and efficiency. This level of functionality not only streamlines courtroom operations but also greatly improves the overall user experience for all parties involved.
API Access
Has API
No
API Access
Has API
No
Integrations
CCH ProSystem fx
Yes
Lacerte
Yes
Thomson Reuters ONESOURCE
Yes
Integrations
CCH ProSystem fx
No
Lacerte
No
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
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
No
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)
No
Online Support
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
EstateWorks Systems
Founded
2012
Country
United States
Website
EstateWorks.com
Vendor Details
Company Name
iCourt
Country
United States
Website
icourtapp.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
Court Management
Administrative Hearings
No
Appeal Boards
No
Calendar Management
No
Case History
No
Collections Management
No
Court Cost Records
No
Defendant Records
No
Docket Management
No
Document Imaging
No
Fines Management
No
Jury Management
No
Subpoena Tracking
No
Warrant Tracking
No
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