Reviewing years of account statements manually is slow, inconsistent and difficult to document.
Relevant periods, transactions and supporting files have to be found across numerous statements before the estate inventory can move forward.
ESTATELENS / APP CASE STUDY
A clearer way to review estate accounts.
EstateLens turns a document-heavy notarial analysis workflow into a focused local application with structured import, filtering, review scope and export.
Back to all workCASE STUDY / AT A GLANCE
A specialized workflow, made clear.
A local application that imports statements, isolates relevant transactions and prepares a structured export.
One focused interface keeps review scope, filters and documentation together without unnecessary cloud processing.
A faster, repeatable review process with sensitive financial data kept locally.
The same clear workflow can be followed from first import through final handoff.
- Local processing
- Structured export
- Repeatable review
KEY FUNCTIONS
Everything needed for a documented review.
- 01 / IMPORT
Structured statement intake
Account statements enter one defined local workflow instead of being distributed across ad hoc folders and spreadsheets.
- 02 / REVIEW
Focused analysis scope
Periods and relevant transactions can be narrowed down while the reasoning remains easy to follow.
- 03 / EXPORT
Prepared documentation
Reviewed information is organized for a consistent export and the next step in the estate inventory.
CONNECTED WORKFLOW
Paper statements can enter through MailLens.
MailLens scans, groups and names historical statements fully locally. Once the user selects Export to EstateLens, the prepared files are transferred and the import for a new estate inventory continues automatically.