Smart case creation: A jurisdictionally and circumstance aware case builder customizes each file’s requirements.
Enter information once: Once information is known, all relevant documents fields are updated and pre-populated. No more entering a required field more than once.
One-click letters and forms: Generate government forms and letters custom to your organization at the click of a button.
Embed and digitize your existing workflows
Complete digitized task list: Digitize your firm’s current process or use Estateably’s out of the box estate administration workflow to track and list all estate-related tasks.
Customizable workflows: Adapt the workflow at any time to suit your need, from requiring task approval to adding or removing unnecessary tasks.
In-app training guides: Decrease training time and empower new staff with access to a library of comprehensive guides and estate-related information.
Simplified documentation and reporting
Automated case activity log: Estateably effortlessly tracks important activities in the background significantly reducing manual documentation requirements.
Case reporting: Generate custom inventory, accounting and status reports with the click of a button.
Passing of Accounts reports: Once the estate file is complete, generate a passing of accounts report in seconds.
Enhanced collaboration
Practice wide collaboration: Easily collaborate with your team from anywhere, using Estateably’s cloud-based platform.
Deadline reminders and notifications: Keep track of important deadlines and internal case progress.
Approval requests: Require select tasks to be reviewed by a manager if necessary.
