What's New in Estateably - November 2021 Recap

Gabriel St-Maurice
Director of Customer Success

Canadian Lawyer's Software of the Year!


We are extremely proud to announce that Estateably has been named Legal Software of the Year by the Canadian Lawyer's Readers Choice in the Estate, Wills, and Trusts software solution category. The Readers’ Choice Awards recognize top legal vendors and suppliers in the industry based on more than 40,000 votes cast by 1,900 readers.

The full article can be found here. On behalf of our entire team, we want to thank everyone who voted for us in our first year of eligibility.  

November Updates and New Releases


We are excited to announce a major release that contains two new major features and early access for a new product launch.

  • DocuVision: Financial Statement Parsing
  • Reporting & Metrics Dashboard
  • Trust Administration Early Access

You’ll now be able to automatically extract data from financial statements, see various charts that highlight the case/matter load of each team member and register to use our soon-to-be-released Trust Administration product.

1) DocuVision: Financial Statement Parsing

Using custom-built Artificial Intelligence technology, this new feature allows users to automatically extract data from most financial statements or scanned images of statements to directly import data into the accounting section of the platform. We will continue to train and perfect the AI model as more and more formats of statements are extracted.

Click here or on the image below to see DocuVision in action!


2) Reporting & Metrics Dashboard



Users with the appropriate set of permissions can now access an organization metrics (business intelligence) section. At a glance, you will see various charts that highlight the case/matter load on each member or team (if applicable) within the organization.

Further, you will be able to filter the results of each chart by various time horizons (all-time, monthly, quarterly, or yearly) and compare the results against the previous period to identify growth/decline.



With your feedback, we look forward to building on this new section in future updates and determining what charts/graphs would matter most to you.

3) Trust Administration Early Access


We're excited to share the news that our new Trust Administration product is being released to select firms. You’ll be able to streamline the creation, execution, and maintenance of trusts files from start to finish.


Click here to register for early access and receive a credit towards your first 3 trust files.


As always, we want to hear your feedback on our feedback portal which has been a big success since launching last month.  Click here to learn more about our portal as well as provide your feedback.

If you have any questions about any of the features listed above, or suggestions for future features, please don't hesitate to reach out to us at support@estateably.com.

Gabriel St-Maurice
Director of Customer Success
Gabriel is a customer success professional with 8 years of B2B SaaS products and applications. He loves helping clients reach their technology goals and ensuring the best possible outcomes for adoption, integration, and overall user proficiency.

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