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What is Mitratech CaseCloud?

Mitratech CaseCloud is an all-encompassing legal case and financial management solution built on the Salesforce platform, specifically tailored for law firms and public-sector organizations. It aggregates every aspect of case-related information from the moment of intake through to resolution, offering a unified interface for teams to manage tasks, communicate, share documents, meet deadlines, and monitor project progress. Legal professionals can collaborate in real time, which boosts their efficiency in everyday activities while utilizing Salesforce's robust dashboards, reporting features, and analytical tools to make well-informed decisions. Its capabilities for expense optimization streamline the processes associated with invoicing and electronic billing, manage timekeeper data and rates, document negotiations, and facilitate collaborative budget oversight, all while ensuring transparency and control over spending. Moreover, the incorporation of AI-driven automation significantly reduces the load of administrative duties by handling repetitive tasks such as billing, document creation, and case updates, which in turn allows legal experts to dedicate more time to their essential roles and strategic goals. In summary, this innovative platform not only enhances operational efficiency but also empowers legal teams to deliver superior service to their clients.

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

ECFX Notice
Formstack
Mitratech HotDocs
Mitratech LegalHold
Salesforce
UniCourt Enterprise API

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
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Mitratech

Date Founded

1987

Company Location

United States

Company Website

mitratech.com/products/casecloud/

Company Facts

Organization Name

EstateWorks Systems

Date Founded

2012

Company Location

United States

Company Website

EstateWorks.com

Categories and Features

Law Practice Management

CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking

Legal Billing

Not specified

Legal Case Management

Not specified

Legal Time Tracking

Not specified

Matter Management

Not specified

Categories and Features

Legal Case Management

Not specified

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