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Aderant Expert Case vs. DecisionVault

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Aderant Expert Case
Score 0.0 out of 10
N/A
Aderant Expert Case is a web-based Case Management solution that centralizes all the different moving pieces for matters and cases into one place putting this information right at users' fingertips. In addition to providing a central workspace for users, Case also automates common daily activities like document creation and other workflows needed to work through matters while reducing risk to the user's firm of missing an important deadline.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
Aderant Expert CaseDecisionVault
Editions & Modules
No answers on this topic
Monthly Plan
$99
per month
Annual Plan
$990
per year
Offerings
Pricing Offerings
Aderant Expert CaseDecisionVault
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
User Testimonials
Aderant Expert CaseDecisionVault
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.