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What is Probate Plus?

Probate Plus is an innovative and flexible software solution designed for probate accounting and management, developed by industry experts for their colleagues since 1992. It has been carefully designed to assist probate professionals in the daily administration of estates, guaranteeing that every probate case is managed with accuracy and financial benefit. Featuring a continuously updated auto-balancing tool, Probate Plus provides a real-time snapshot of the estate while also producing accounts and cash balances throughout the management process. This comprehensive solution is specifically built to manage, organize, assign, and report on all user-entered data. Consistently, Probate Plus proves its capability to save significant time that would otherwise be spent on non-billable tasks stemming from the intricacies of various probate challenges. Users enjoy the advantage of always-accessible balances, and the reconciliation with the firm’s accounting system is both quick and uncomplicated. The software operates under a pay-per-probate model, which removes the burden of large upfront costs or ongoing annual fees. By using Probate Plus, practitioners are not only able to optimize their workflow but also significantly improve their effectiveness in estate management. This ultimately leads to a more streamlined approach to handling probate cases and better service for clients.

What is CounselPro?

CounselPro is a cutting-edge forensic accounting platform fueled by AI, specifically crafted for legal professionals, allowing for the effortless upload of extensive financial documents such as bank statements and credit card records, which are quickly transformed into a searchable and analyzable database. This sophisticated tool automatically organizes transactions, reveals concealed assets, spotlights unusual spending patterns, and facilitates natural language inquiries, enabling attorneys to pose questions like “Show undisclosed transfers from 2022” and obtain thorough answers, complete with visual representations. The platform adeptly handles intricate cases across various legal domains, including family law, bankruptcy, business litigation, and probate, converting chaotic financial PDFs or scanned documents into clear analytical insights in just minutes, thereby eradicating the need for labor-intensive manual data entry and spreadsheet upkeep. CounselPro also boasts a user-friendly interface that generates court-ready exhibits, customized workflows for smaller law firms, and efficiently processes records from a wide array of financial institutions, establishing itself as an essential tool for legal experts managing complex financial scenarios. Furthermore, the platform not only boosts productivity but also empowers lawyers to make rapid, data-driven decisions, ultimately enhancing their overall effectiveness in the legal field. With its innovative features and intuitive design, CounselPro is set to transform how legal professionals approach financial analysis and case management.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel

Integrations Supported

Google Sheets
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Law Systems

Date Founded

1992

Company Location

United Kingdom

Company Website

lawsystems.co.uk/pp_wp/products/

Company Facts

Organization Name

CounselPro

Date Founded

2024

Company Location

United States

Company Website

www.counselpro.ai/

Categories and Features

Legal Case Management

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

Categories and Features

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