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DecisionVault

DecisionVault

DecisionVault

DecisionVault is a flexible platform for managing client intake and legal data. Although it lacks some tools like scheduling, attorneys can tailor intake forms for precise client details. DecisionVault streamlines workflows minimizes errors, and boosts efficiency with robust integrations and user-friendly tools, helping legal professionals save time and work smarter.

DecisionVault Specifications

Document Management

Client Portal

Mobile Access

Compliance & Security Features

What Is DecisionVault?

DecisionVault is a powerful client intake and data management platform for attorneys and law firms. It simplifies information gathering with customizable forms, ensuring accuracy and security while integrating with advanced legal tools. It is built to improve workflow efficiency, minimize manual entry, enhance collaboration, and systemize legal processes. Furthermore, DecisionVault empowers legal professionals to focus on delivering excellent services while effortlessly maintaining organized, structured client data.

DecisionVault Pricing

The DecisionVault cost ranges in the following plans:

  • Solo: $99/month (up to 10 matters per month)
  • Lite: $199/month (up to 30 matters per month)
  • Standard: $299/month (up to 60 matters per month)
  • Advanced: $499/month (up to 120 matters per month)
  • Professional: $899/month (up to 250 matters per month)
  • Enterprise: Custom pricing for more than 250 matters per month (Contact for details)
Get a detailed analysis of the DecisionVault price plans to pick the one that fits your firm’s requirements. You can also utilize its free 14-day trial.

Disclaimer: Prices are subject to change.

DecisionVault Integrations

DecisionVault integrates with several apps, such as:

Watch a free DecisionVault demo to learn more about its integrations.

Who Is DecisionVault For?

DecisionVault serves primarily estate planning attorneys seeking to streamline their client intake processes. It is also successfully used by attorneys, paralegals, assistants, and clients to input data collaboratively, enhancing workflow efficiency.

Is DecisionVault Right For You?

DecisionVault is a reliable prime option if you are in the legal profession and an estate planning attorney intending to simplify client intake and data management. DecisionVault software systemizes workflows and enhances collaboration among attorneys, paralegals, and assistants while integrating with powerful legal tools. If you are looking for efficiency, accuracy, and better client experiences, DecisionVault is worth a try.

Still unsure about DecisionVault? Contact our support team guide you by calling us at (661) 384-7070.

DecisionVault Features

The feature provides a user-friendly portal that works smoothly on mobile. It helps clients to return anytime to update details, like adding new people discussed in meetings, ensuring accuracy and flexibility.

how it worksSee How It Works

DecisionVault simplifies financial data collection with an easy-to-use and customizable intake process. It also allows seamless exports to Microsoft Excel for better organization and analysis.

how it worksSee How It Works

This essential feature compiles client responses, tracks drafting decisions, and enables note-taking during meetings. Thus, the software helps professionals stay organized and make informed legal decisions efficiently.

how it worksSee How It Works

With this feature, users can instantly transfer client data to other legal tools, eliminating manual re-entry. Furthermore, it helps professionals focus on their work instead of repetitive data entry.

how it worksSee How It Works

The software assists users in personalizing their questionnaires and creating additional ones structured to different practice areas, ensuring a customized intake experience.

how it worksSee How It Works

Pros and Cons of DecisionVault

Pros

  • Attorneys are enabled to customize intake forms to gather precise client details
  • Security settings ensure controlled access to sensitive information
  • Multi-user collaboration improves teamwork on legal cases efficiently
  • Exports client data to legal drafting software for faster document prep

Cons

  • Navigation needs improvement for smoother use, as per some software users
  • Lacks an appointment scheduling feature that some firms require
  • Large client data loads cause slower system response occasionally

DecisionVault Reviews

Overall Rating

5

2 Review(s)

Rating Distribution

5

star

(2)

4

star

3

star

2

star

1

star

June 2023

A Decade of Efficiency with Case Works

Michael

Law Enforcement

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

Pros

Our office has used Case Works for over 10 years. We successfully migrated an antiquated system into what we now know as Case Works today. All of our scattered databases are now together in one system, eliminating the need for workarounds.Case Works has greatly improved our Grand Jury process. What used to take days to schedule witnesses now only takes a couple of hours, streamlining operations and enhancing efficiency.

Cons

We'd love to see a more powerful and enhanced document storage and workspace for better efficiency.

May 2023

Effortless Document Management with DecisionVault

Joseph

Civil Engineering

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Pros

I have had a wonderful experience with DecisionVault. The extensive document management features are what I enjoyed the most. The platform provides a well-organized and centralized approach to managing, accessing and storing all my important data and documents. With this tool, I can effortlessly upload, categorize and search for documents, making it incredibly easy to find the information I need at any time. Also the platform offers powerful version control, ensuring that I can efficiently track and manage document revisions. On top of that, it provides secure access controls, allowing me to assign and restrict access based on user roles for specific files or folders. This level of control and security gives me peace of mind, knowing that my sensitive documents are well protected.

Cons

Although I have had a largely excellent experience with them, there is one component that I did not find as enticing. While it is functional, the user interface could benefit from a more modern and visually appealing design. Even though the platform offers a wide range of features and functionalities, the overall interface could be more aesthetically pleasing and user-friendly. Navigating through the various sections and options could be made easier, as it sometimes feels a bit clunky.Nevertheless, despite this minor flaw, its document management features are both practical and efficient. The platform remains a valuable tool for organizing and accessing my information seamlessly, making it a great asset for managing documents effectively.

View All 2 Reviews

Frequently Asked Questions

The DecisionVault price starts at $99/month for the Solo plan (10 matters/month). Other plans include Lite at $199 (30 matters/month), Standard at $299 (60 matters/month), Advanced at $499 (120 mattes/month), and Professional at $899 (150 matters/month), each increasing in matter limits. In addition, its Enterprise plan has custom pricing for over 250 matters/month.