Estateably is an estate planning software solution designed to increase the user's operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.
$99
per file
PCLaw
Score 6.0 out of 10
N/A
PCLaw is offered as an all-in-one billing, legal accounting, and matter management solution, from PCLaw | Time Matters, a joint venture spun out of LexisNexis in collaboration with LEAP in 2019.
Overall, I highly recommend this estate planning platform for anyone looking to create and manage their estate plan. It was a convenient, user-friendly and secure way for me to take care of my family's future. I would recommend it to any professional that is interested getting support with the generation and management of Estate Planning documents.
PCLaw is well suited for small to medium sized law firms with minimal accounting and bookkeeping needs. The software provides basic case management functions, and I've encountered issues with viewing or organizing new documents. The software crashes and freezes often, especially when multiple users are trying to access it at the same time. The user interface is a bit outdated but still very easy to navigate. You have to pay more for the cloud-based version of the software and it does not allow software integrations or workflow automations. I would recommend using this software only for billing/accounting purposes and subsidizing case management with more modernized products
Like I said in my pros, it can hold a lot of matters. But, if your firm is very large, PCLaw may not be the best option. My old firm grew to the point where they had to switch because they had too many matters for the system to hold.
The software is definitely dated, and I have some issues with crashing and other weird/buggy behavior. I have to set the default printer every time I log on in order to avoid multiple pop-ups when trying to print a document/report (which definitely doesn't take much time, but it can get annoying).
The software may not be pretty, but it works. It could use a facelift but the functionality is still there. Personally, I would like to see an investment to make it prettier, but again, function over fashion. It is not a client-facing application, so internal use does not need to be razzle-dazzle.
Tech support for LexisNexis PCLaw has been seamless as far as I know. Those issues have been dealt with by others at my organization and I do not have personal experience.
I recently used an estate planning platform and was impressed with its ease of use and comprehensive features. The platform provided a wide range of legal documents, including wills, trusts, and power of attorney forms, which I was able to customize to fit my specific needs. The user interface was intuitive and straightforward, making it easy to navigate and complete the necessary paperwork. The platform also offered a wealth of resources, including articles and videos, to help me understand the legal and financial aspects of estate planning. This was particularly helpful as I am not an expert in this area.
PCLaw is still the only product that provides both front office (practice management/calendaring) and back office (accounting) solutions for a law firm in one product
