Access Legal vs. Yourefolio

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
Yourefolio
Score 8.0 out of 10
N/A
The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.
$99
per month
Pricing
Access LegalYourefolio
Editions & Modules
No answers on this topic
Yourefolio Grow
$99
per month
Yourefolio Practice
$179
per month
Private Label and Enterprise Licensing
Custom
Offerings
Pricing Offerings
Access LegalYourefolio
Free Trial
NoNo
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 LegalYourefolio
Top Pros

No answers on this topic

Top Cons

No answers on this topic

User Ratings
Access LegalYourefolio
Likelihood to Recommend
9.0
(2 ratings)
8.0
(1 ratings)
Support Rating
3.0
(1 ratings)
-
(0 ratings)
User Testimonials
Access LegalYourefolio
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.
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Yourefolio Enterprises LLC
Yourefolio is well suited there, where we/the client can view the important documents, instructions, policies, net worth e.t.c. It also gives great service with developing the application and providing the services with the same. Where they provide many useful tools such as many important functionalities. This is a great platform.
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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.
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Yourefolio Enterprises LLC
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.
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Yourefolio Enterprises LLC
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.
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Yourefolio Enterprises LLC
Yourefolio has an advantage that we use in our company for providing different advantages for the clients. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things. These are all the things we selected the Yourefolio for a better experience.
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Return on Investment
The Access Group
  • Communication with coworkers.
  • Communication with other departments.
  • Communication with clients.
  • Filters a lot of spam.
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Yourefolio Enterprises LLC
No answers on this topic
ScreenShots