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Description
Probate Plus is a robust and adaptable software solution for probate accounting and management, created by professionals in the field for their peers since 1992. This software has been meticulously crafted to aid probate specialists in the everyday management of estates, ensuring that each probate case is handled with precision and profitability. With its constantly updated auto-balancing feature, Probate Plus offers a real-time overview of the estate while generating accounts and cash balances during the administration process. This all-inclusive tool is tailored to handle, organize, assign, and report on all information inputted by the user. Time and again, Probate Plus demonstrates its ability to eliminate hours of non-billable work that often arises from the complexities of various probate issues. Users benefit from always-current balances, and the reconciliation process with the firm’s accounting system is both swift and straightforward. The software operates on a pay-per-probate model, eliminating the need for hefty initial investments or recurring annual charges. Ultimately, Probate Plus empowers practitioners to streamline their workflow and enhance their efficiency in managing estates.
Description
Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Law Systems
Founded
1992
Country
United Kingdom
Website
lawsystems.co.uk/pp_wp/products/
Vendor Details
Company Name
Slatewell
Founded
2021
Country
United States
Website
www.getslatewell.com
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
