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لقطات الشاشة

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تفاصيل

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الميزات الرئيسية لـ EstateMin

• Solutions
  EstateMin offers tools to organize case files, manage client intake, and provide a dashboard to see all case information in one place.
• Fast Setup
  Most firms can start using EstateMin within a day, with support provided.
• Risk-Free Trial
  No lock-in, unlimited users and cases, with data portability and flexible cancellation.
• Affordable Pricing
  Plans start at $249 per month, with options for firms handling occasional cases.
• Smart Client Intake
  Clients can securely upload documents and give estate details through a guided online portal.
• Trust & Estate's AI
  Artificial intelligence checks for missing information and helps ensure all details are correct.
• Organized Case Files
  All estate files are kept organized and easy to find, replacing messy paper or spreadsheets.
• Replace Spreadsheets
  Digital management replaces manual spreadsheets, saving time and reducing errors.
• Anti-Money Laundering
  Provides tools to detect and prevent money laundering activities related to estate cases.
• Centralized Dashboard
  One main screen shows all case details, assets, liens, and documents at once.
• Retain Firm Knowledge
  Keeps all legal knowledge and case history safe within the system even if staff change.
• AI-Powered Case Review
  Upcoming feature that will warn if any part of the case is missing before court forms are generated.
• Real-Time Case Overview
  Up-to-date summaries of all case assets, liabilities, and documents are available at a glance.
• Three Easy Steps to Use
  Invite clients, track progress and generate documents, then file with confidence using AI checks.
• Seamless Clio Integration
  The system works smoothly with Clio so users don’t have to switch between tools.
• Finding Relevant Documents
  The software helps locate important documents quickly when you need them.
• Letter and Form Auto-Generation
  Upcoming feature for one-click creation of letters, court documents, and revenue forms.
• Asset Tracker and Valuation Updates
  Asset values are updated automatically so everyone stays better.
• Client Portal for Smart Client Intake
  Clients can submit details and documents easily through the secure portal.

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الشارات

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بدائل EstateMin

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