Customizable Master Checklists for different case types lay out the way that you want work be done.
Tasks are assigned to team members with specific due dates. Reminders and reporting help prevent things from falling through the cracks.
Transparent case data, on-demand reports and scheduled email alerts provide a status overview at the Case, Individual, Team and Firm levels.
I am part of the bank's team that recently started working with EstateWorks. It is a wonderful tool, and I am so glad to have it.
I have come to love EstateWorks and totally rely on it now.
By transitioning our checklists from paper documents to a robust practice management system we can do a better job for our clients and have peace of mind because we are providing better and more consistent service
We help you to develop the Processes, Tasks, Due Date rules and Case Team allocations for your Master Checklists. We also gather information about security rules and specific users, and other configuration options.
EstateWorks is then configured in accordance with the information from the previous step and is ready for use. Virtual hands-on training focussed on orientation and confidence-building follows.
Further specialized training is provided as-needed basis. Support is provided on an ongoing basis, along with training for new users.