Customizable Master Checklists for different case types reflect the way that you want work to 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.
Assign task to team members according to case-based rules for the specific type of case.
Weekly emails nudge team members about impending tasks assigned to them.
Straightforward interface presents data relating to clients, decedents, contacts and financial components.
Interface with major valuation and Estate Tax preparation products to avoid repeat data entry.
Generate probate and tax forms and your other key documents pre-filed with case data.
Access individual and firm level calendaring and caseload information on-demand.
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, 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 focused on orientation and confidence-building follows.
Further specialized training is provided on an as-needed basis. Support is provided on an ongoing basis, as required, along with training for new users.
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
Practice Lead, Major North East Law Firm
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.
Trust Officer, Major National Bank
I have come to love EstateWorks and totally rely on it now.
Partner, Specialty T & E Law Firm