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What is Surplus Funds?

Surplus Funds is an innovative CRM and lead research tool hosted in the cloud, specifically tailored for experts involved in recovering surplus funds from tax sales, foreclosure auctions, and mortgage overages. This platform boasts a diverse array of functionalities, such as case management, tracking contact information, overseeing recovery processes, managing tasks, and handling documents, in addition to offering skip-traced claimant data, property assessments, a power dialer, SMS, email marketing, direct mail letter capabilities, and electronic signature options. Moreover, its Ivy AI assistant can generate correspondence for claimants and prepare necessary claim documents, while also summarizing case records for easier review. Users can choose to work with their own leads or access curated lead data from selected states or nationally, with the nationwide plans covering 47 states in total. The web application is further complemented by specialized apps for both iOS and Android, and it integrates smoothly with Gmail and Outlook for managing email communications related to cases. This service is particularly beneficial for independent recovery agents, smaller teams, and larger firms aiming to enhance their operational efficiency. Although the surplus amounts shown are estimates, it is essential for users to confirm these figures with the corresponding county or court to ensure precision. Ultimately, Surplus Funds delivers a robust solution that equips recovery professionals with the tools necessary to optimize their workflow and achieve greater success in their endeavors. In a competitive landscape, having such a comprehensive platform can significantly impact the overall effectiveness of recovery efforts.

What is JuraLaw?

JuraLaw stands out as a robust online legal calendar management system tailored to support law firms and corporations in reducing calendaring costs while enhancing efficiency and minimizing the risk of legal malpractice claims. As the first fully web-based national platform for legal calendar management, JuraLaw was designed to meet the essential demands of docket professionals, focusing on effective solutions that help mitigate malpractice risks. Utilizing Amazon Web Services, a top provider of secure and dependable cloud infrastructure, JuraLaw guarantees data security and effective disaster recovery measures. Its innovative migration tool, combined with a diligent implementation team, enables quick and accurate transfers of docketing information into the platform. Furthermore, JuraLaw offers comprehensive court rules and reliable court information for Illinois and New York, ensuring users have access to precise legal data. This commitment to delivering accuracy and efficiency not only highlights JuraLaw's significance but also cements its reputation as an indispensable resource for legal professionals striving for optimal performance. By streamlining the calendaring process, JuraLaw empowers its users to focus on what truly matters: delivering exceptional legal services.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook

Integrations Supported

API Availability

API Availability

Pricing Information

$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.

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

Law Bulletin Media

Date Founded

1854

Company Location

United States

Company Website

www.juralaw.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

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