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What is GoMatters?

You have the option to either create a unified Group for your whole organization or to establish separate Groups designed for individual departments within the organization. If you find yourself working alongside multiple organizations, it is wise to create distinct Groups for each one, which promotes organized management of your organization’s resources through a single application that is accessible on both desktop and mobile platforms. By associating contacts with specific matters, you can easily retrieve information and address any conflicts that may arise. Matter Contact records are seamlessly incorporated into the Matter record, allowing you to view all relevant Contacts in one convenient spot. Additionally, calendars can be synchronized with Matters through calendar events, providing users with the ability to see all events related to a Matter within the Matters app, thereby reducing the necessity of switching between various calendars and increasing efficiency in managing court dates and appointments. Moreover, tasks can be tied to Matters to effectively monitor deadlines and limitation dates. Once tasks are completed, they are removed from your active to-do list, but a comprehensive history of each Task remains accessible in the Matter record, ensuring that you have a thorough understanding of all activities linked to each Matter. This cohesive system not only boosts organizational efficiency but also supports effective oversight of various responsibilities throughout the organization, ultimately leading to improved productivity and streamlined workflows.

What is EstateWorks?

EstateWorks delivers a robust solution for case management and workflow operations specifically designed for law firms specializing in Trust & Estate, as well as for banks, trust companies, and various fiduciary entities. This software improves the estate settlement, administration, and planning functions by integrating essential information about cases, contacts, roles, workflows, tasks, deadlines, and financial documents into a cohesive platform. Users can easily create reusable checklist templates, assign roles for task delegation, set dependencies between tasks, and tailor tasks to meet the needs of individual cases. Furthermore, the software includes dashboards, calendars, alerts, and reporting features that empower teams to track progress, manage deadlines, and evaluate workloads across the entire organization. EstateWorks also supports the creation of documents and forms, offers access to curated state probate forms, and facilitates integration with valuation and tax-preparation software for seamless data sharing. Designed to complement existing practice-management, billing, and fiduciary-accounting systems, it significantly boosts overall operational efficiency in handling trust and estate issues. By optimizing these workflows, EstateWorks enables users to concentrate on enhancing the value delivered to their clientele while ensuring a smoother operational experience. Ultimately, this leads to a more effective and organized approach to managing complex estate matters.

Media

Media

Integrations Supported

Integrations Supported

CCH ProSystem fx
Lacerte
Thomson Reuters ONESOURCE

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$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.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

GoMatters

Date Founded

2009

Company Location

United States

Company Website

www.gomatters.com

Company Facts

Organization Name

EstateWorks Systems

Date Founded

2012

Company Location

United States

Company Website

EstateWorks.com

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Conflict Management
Document Management
Legal Case Management
Time Tracking
Trust Accounting

Legal Case Management

Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Legal Case Management

Not specified

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