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What is Lawcus?

Empower your team with exceptional case management software that integrates a multitude of functionalities, including contact management, detailed reporting, document management, customer relationship oversight, client onboarding, billing, and trust accounting. Lawcus optimizes your workflow by making case management easier, while also providing powerful billing and trust account features. Improve your client conversion rates with our intuitive intake forms, e-signatures, text messaging options, and automated document processing. Say goodbye to the chaos of everyday tasks by leveraging our automated workflows for reliable and repeatable processes. With Lawcus, you can effortlessly visualize all your cases through a kanban-style interface, enabling you to quickly determine which matters need your immediate attention. Encourage teamwork with matter-specific discussions and maintain all communications with clients and your team in one centralized location. Effectively manage and delegate tasks, establish deadlines, create sub-tasks, track progress, and boost your productivity to achieve quicker results, ensuring that nothing slips through the cracks. This all-encompassing solution not only enhances operational efficiency, but it also fosters collaboration and accountability within your team, making it an invaluable asset for your practice. In a fast-paced legal environment, having such a resource can significantly elevate your service delivery and client satisfaction levels.

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

Chat Agents
Clerx
Confido Legal
Contractbook
Gmail
Google Calendar
Google Contacts
Hona
Microsoft 365
Microsoft Outlook
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced
Wufoo
Zapier

Integrations Supported

CCH ProSystem fx
Lacerte
Thomson Reuters ONESOURCE

API Availability

API Availability

Pricing Information

$34 per user per month
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
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Lawcus

Date Founded

2014

Company Location

United States

Company Website

lawcus.com

Company Facts

Organization Name

EstateWorks Systems

Date Founded

2012

Company Location

United States

Company Website

EstateWorks.com

Categories and Features

Family Law

Not specified

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Corporations
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal CRM

Not specified

Legal Intake

Not specified

Legal Time Tracking

Not specified

Personal Injury Law

Not specified

Categories and Features

Legal Case Management

Not specified

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