Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Learned Hand serves as an online platform tailored for judicial case preparation, catering to judges, court clerks, and staff attorneys. The platform facilitates the examination of motion filings by pulling relevant case facts, categorizing disputed matters and arguments, and organizing the analysis in accordance with the motion type, local regulations, and jurisdiction-specific protocols. Users have the capability to upload case documents or integrate with an existing court case management system, allowing them to review analyses that include citations linked to pertinent sections of the record, pose questions, and enhance their work as needed. Furthermore, the platform can generate an initial draft of court orders while preserving the citations, which users can modify directly within the system or export to Word for further editing. Its comprehensive workflow encompasses case intake, motion evaluation, source verification, and the drafting of judicial documents. Unlike platforms focused on law-firm advocacy, Learned Hand is specifically designed for judicial and court-related workflows, ensuring that the final review and decision-making process remains the responsibility of court personnel, ultimately enhancing efficiency in the judicial system. The user-friendly interface allows for smoother collaboration among court teams, fostering a more organized approach to case management.
Description
Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Gmail
No
Microsoft Outlook
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
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
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clio
Website
www.learned-hand.ai/
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
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
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Alternatives
Alternatives
No Alternatives