TrustRadius

Access Legal vs. DecisionVault

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Access Legal
Score 6.6 out of 10
N/A
DPS Software was acquired by the Access Group in June, 2020, and is the technology basis for Access Legal. Access Legal is a suite of software solutions that enable users to take control of time to deliver better client outcomes through an unrivalled suite of legal software solutions – from cloud-based case and practice management, finance and accounting, compliance and learning through to HR and CRM.N/A
DecisionVault
Score 9.0 out of 10
Small Businesses (1-50 employees)
DecisionVault is an intake portal solution for estate planning attorneys. With DecisionVault, the attorney (or their staff) is no longer forced to re-type client contact & asset information into several systems. The client works through the questionnaire at their own pace, entering information about themselves, their children, and other relatives, answering additional questions and filling in the inventory of assets.…
$99
per month
Pricing
Access LegalDecisionVault
Editions & Modules
No answers on this topic
Monthly Plan
$99
per month
Annual Plan
$990
per year
Offerings
Pricing Offerings
Access LegalDecisionVault
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Access LegalDecisionVault
Top Pros

No answers on this topic

Top Cons

No answers on this topic

User Ratings
Access LegalDecisionVault
Likelihood to Recommend
9.0
(2 ratings)
-
(0 ratings)
Support Rating
3.0
(1 ratings)
-
(0 ratings)
User Testimonials
Access LegalDecisionVault
Likelihood to Recommend
The Access Group
When you need to have effective communication and records of it with coworkers and/or clients. Calendar function sends a notification 15 minutes prior [to] an appointment or event and at the specific time of the appointment. Is not as well suited on calendar as it is not [very] intuitive.
DR
David Ramírez
Case Advocate
Read full review
DecisionVault
No answers on this topic
Pros
The Access Group
  • Having everything centrally located is very convenient.
  • I really like how I can deal with accounting and billing within the program.
Omar Israel Sánchez Monroy | TrustRadius Reviewer
Omar Israel Sánchez Monroy
Auditor de Seguridad de la Información
Read full review
DecisionVault
No answers on this topic
Cons
The Access Group
  • Notifications when you receive an email on filtered folders.
  • Give extra time when you want to cancel an email recently sent.
  • Improve calendar to be more intuitive.
DR
David Ramírez
Case Advocate
Read full review
DecisionVault
No answers on this topic
Alternatives Considered
The Access Group
Clio provides a web-based practice management, time and billing, and client collaboration platform for small to mid-sized law firms.
Omar Israel Sánchez Monroy | TrustRadius Reviewer
Omar Israel Sánchez Monroy
Auditor de Seguridad de la Información
Read full review
DecisionVault
No answers on this topic
Return on Investment
The Access Group
  • Communication with coworkers.
  • Communication with other departments.
  • Communication with clients.
  • Filters a lot of spam.
DR
David Ramírez
Case Advocate
Read full review
DecisionVault
No answers on this topic
ScreenShots

DecisionVault Screenshots

Screenshot of The first step for the client is to create an account, which safeguards their information and makes it possible for them to log back in and provide more information on contacts, assets and upload more files later on in the process.Screenshot of The main menu of the questionnaire the client works through.Screenshot of The client can easily build up an inventory of their assets - which can be exported to XLSX (see next screenshot)Screenshot of The asset inventory can be exported as an Excel sheet, making it easy to create funding instructions or checklists.Screenshot of The matter and contacts can get synced with other legal tools (case management or draft platform).Screenshot of DecisionVault allows you to create additional questionnaires - either to be filled in by a representative on behalf of someone, or by the person themselves - allowing you to handle all your client input through the same system.