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What is Trellis.law?

Trellis provides advanced legal intelligence and judicial analytics specifically designed for attorneys. By systematically extracting and organizing transient state trial court data, we transform it into a comprehensive searchable tool that grants law firms access to AI-augmented insights regarding judicial decision-making trends. Litigators can efficiently search through state trial court records, unearthing vital details about their opponents. For the first time, this extensive state trial court data is easily accessible! Trellis acts as a powerful AI-based platform for research and analytics in state courts, crafted by litigators to cater to the needs of their peers. What revelations await you in the vast searchable database of state trial court records? You can examine millions of court dockets and documents. Experience the extensive Trellis State Court Coverage today. To effectively advocate for your client, relying solely on informal observations and emails is not sufficient. Our state-of-the-art Judge Analytics Dashboard is the first of its kind, allowing you to investigate millions of state trial court cases and reveal the most significant analyses pertinent to your case. This data-driven methodology not only empowers litigators to make well-informed decisions but also enhances their overall legal strategy, potentially leading to more favorable outcomes in court. With Trellis, you can elevate your legal research to new heights!

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.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Microsoft Outlook

API Availability

API Availability

Pricing Information

$99.95 per month
Free Trial Offered?

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.

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Trellis Research

Date Founded

2019

Company Location

United States

Company Website

www.trellis.law

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Categories and Features

AI Legal

Not specified

Business Intelligence

Data Analysis

Data Analysis

Data Visualization

Knowledge Management

Full Text Search

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

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