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Description
Legal Hub Group is an online platform designed for legal filing and matter tracking, featuring Lexary, an AI tool for checking court documents alongside various legal support services. This innovative portal enables law firms, attorneys, paralegals, legal teams, and individuals representing themselves to upload legal documents, identify common filing problems, and submit electronic filings to designated California courts. With Lexary, users can easily spot missing signatures, dates, and essential case information, while also optimizing file formats and decreasing file sizes when necessary. Additionally, the platform monitors the status of filings and the return of court-stamped documents, and it facilitates nationwide process-serving and skip-tracing requests. Clio Manage integration enhances the connection between filing and service processes and ongoing legal matters. Furthermore, connections with Claude and ChatGPT assist in checking documents, reviewing filing status, and preparing drafts; users can conveniently review and submit their drafts through the portal. E-filing services are available starting at $14.99 per submission, plus applicable court fees, court-system charges, and card-processing costs. Moreover, Lexary is complimentary with filings, allowing users to perform up to five checks per day without the need for an account, making it an accessible resource for various legal professionals and self-represented filers. This combination of features not only streamlines the legal filing process but also enhances the efficiency of legal workflows.
Description
Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ChatGPT
Yes
Claude
Yes
Clio
Yes
Gmail
No
Microsoft Outlook
No
Model Context Protocol (MCP)
Yes
Integrations
ChatGPT
No
Claude
No
Clio
No
Gmail
Yes
Microsoft Outlook
Yes
Model Context Protocol (MCP)
No
Pricing Details
$14.99/filing
E-filing starts at $14.99 per filing, plus applicable court fees. Lexary checks are included with filing orders, and up to five checks per day are free without an account. Process-serving rates vary by state and service level; skip tracing is priced separately.
Free Trial
No
Free Version
Yes
Pricing Details
$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.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Legal Hub Group
Founded
2023
Country
United States
Website
legalhubgroup.com
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
Product Features
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
