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Exizent Review

5

·

Very good

Revainrating 4.5 out of 5  
Rating 
4.6
Business Services Providers, Legal Services Providers

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Description of Exizent

Exizent is the industry platform for professionals involved with managing the bereavement process. When someone passes away, Exizent connects the data and services used by legal services firms, institutions, and executors to sort out what’s required to make the journey for the bereaved an easier one. Our online platform is digitising the probate process. Specifically designed for executry teams managing probate and confirmation, you can quickly build probate cases with dedicated software to minimise data entry and admin, without constricting templates. Our online remote access, means you can work from anywhere, securely manging all your probate cases, data, and users. Helping you and your team stay organised across all open cases, with case storage in one centralised place. Don’t let your probate service be left behind. You can be ahead of the game, ready to take advantage of industry changes and digitisation within your existing workflows and processes

Reviews

Global ratings 5
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Type of review

Revainrating 5 out of 5

The most helpful service I was able to try so far!

I was able to see each of my clients' information in order from when they signed up until after their death date as well all other details that are gathered during our meetings together. Also very helpful is how it keeps track or notes about who has been contacted already so there's no chance we forget anyone! The only thing i dislike sometimes is not being updated at some points but thats because its usually due to lack communication between us rather than anything else - just work harder…

Pros
  • Everything!! It really helped with tracking every single detail for both myself personally, along side one another team member whom had similar problems previously using an excel spreadsheet manually keeping tabs individually without any help whatsoever.also having access anytime anywhere whenever needed whether by phone call email text message whatever works best;) Even though im still relatively new compared others here working within ezy since November 2018 however am enjoying everyday learning
Cons
  • Some difficulties

Revainrating 4 out of 5

Great software - keeps you well rounded!

I like the fact that the system is easy to use and integrates with other systems. I am able to access my case from anywhere and at any time. It is very easy to navigate between cases, tasks, and appointments. I can also see the status of my tasks and appointments. I dislike that there are times when I have to re-enter my password. I have to re-enter my password each time I log in. I also dislike the fact that there is not a mobile app for this product. I would like to be able to access my cases

Pros
  • You just simply follow along through all steps without missing out anything.it keeps things simple yet efficient enough even if u do them manually..its good software

Revainrating 4 out of 5

Great for getting everyone connected to one another even long distance

The ability of having all my information in 1 place when I need it most! It has helped us connect families who have been scattered across different states since 2011-12 due their parents dying at such young ages (their dad was only 47). They were able get back together again after being apart so many years ago!! There isn't anything that we dislike about this program but would like more people using/using better than just our team - which makes sense because its not cheap or easy access right…

Pros
  • All the information is in one place for the most part and easy to navigate
Cons
  • Not very many people use it it is not easy to access and the information is not easy to find either

Revainrating 5 out of 5

Great Website For Getting Documents

The system is very user friendly. It's easy to navigate and find what you are looking for. I think it could be better if there were more options available in terms of the types of documents that can be uploaded. We don't have access to all of the documents that we need to upload so it's difficult to get everything in at once. This makes it much harder to get the information into the system quickly. The best thing about Exizent is that it provides a platform for the executor to get all the…

Pros
  • Also has great customer service! Very helpful staff!! Great site!!! Allows me quick search ability via screen shots which allows fast retrieval from one page instead than navigating
Cons
  • Not bad

Revainrating 5 out of 5

Exizent efficiently manageestatesolutions for last two years

Efficiently manages all tasks (legal aspects) related to probate of deceased persons in India as well as rest-of world - from initiation till finalization of will or estate administration documents/processes; can be hired at very affordable rates compared its competitors in this space! Nothing has been liked so far but it would only take time & experience if they keep their service quality intact i am sure you'll love them once u get familiarized too much :).Easily accessible online portal…

Pros
  • Fastest response, best customer support
  • Easy navigation between processes
  • High security level for data stored by clients / partners.
  • Available 24X7 even during holidays etc.(which is great)
  • Very low costs per month when compared vith competition
Cons
  • Almost everything is ok