Alida CXM vs. Clio Draft vs. Revv, by LegalZoom

From my experience, I believe that Vision Critical offers the best software to manage an insights community. They are great to work with, and my opinion has only improved over time. However, that doesn't mean it is the best survey software overall. If someone simply needs to program and distribute surveys, this may or may not be the right solution. There are some other really great survey tools on the market that are competitively priced and offer very intuitive interfaces (like Qualtrics). If you are going to recruit people to answer surveys or provide feedback on an ongoing basis (re-contacting and engaging with the same people repeatedly), though, Vision Critical would be my #1 recommendation.

Well suited for any law office that uses any court forms. Also, it's great for any law office that needs signatures on any docs. The template features are excellent and a huge plus because any document can become a template in LawYaw. Probably not needed in a law office that only provides consulting or legal advice, but doesn't actually prepare any documents for clients.

Incentivized

[Revv] is great in providing a template for sales documents for a team. Particularly proposals.

Incentivized

• The team is helpful in creating complicated survey logic
• The team is accommodating in creating interfaces that suit our desired look
• The team keeps in regular contact in order to effectively manage our requests and goals

• Reduces scrivener's errors.
• Saves time

Incentivized

• Creating templates for sales documents
• Allows ability to see when client has opened up document
• Ability to give client access to document through several methods

Incentivized

• The functionality when creating a new questionnaire is rather clunky, particularly when there are a few conditional factors in the logical flow; being able to see those factors and how they apply with some sort of other logical layout would really help when creating a longer survey.
• There are quite a few steps that aren't intuitive when launching a survey, for instance all the various dates (launch date, reserve date, survey date, etc etc etc). If there were a description field if you hovered above labeled areas of sections that explained what this field was for that would really help
• It doesn't help either that the entire site is grey; it's a cold environment to be in for a long time, and the simple design makes it seem more clunky than it probably really is.

• Integrations with case management platforms, such as MyCase
• Zapier integrations

Incentivized

• It is not intuitive as far as creating a new document from a previously created template

Incentivized

Vision Critical often requires you to dump the data to a statistical program. I hate that step. You waste time, and improve the chance of data being lost, or changed.

I think there is a ton of room to improve, in things as simple as aesthetics and other areas of logical flow when it comes to creating and then launching a survey, as well as providing descriptors for what each field is referencing. For instance, there are like 5 date fields to be filled out, but no button near them that says "this date will determine _________" and I am not about to go back into the training module, which was confusing enough to FIND, let alone work through to find just ONE answer.

Absolutely fantastic support team. Willing to help you online through vast collection of how-to guides and resources, online via chatbox, or over the phone. Even though we were in different time zones, they were always available. Very helpful and knowledgeable

Vision Critical is more appealing visually but no where near as complex or robust. Vision Critical is also much more expensive though.

Incentivized

Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.

Incentivized

• Our use of Vision Critical's software has allowed us to dramatically increase the amount of research that we do, at a much lower cost. Since there is no incremental cost for each survey we field, we can ask many questions we wouldn't have been able to otherwise.
• Our use of an insights community has also sped up the research process, allowing us to write, program, field and report on a survey within only a few days.
• Because of the two advantages listed above, we have been able to listen closer to our customers' opinions.

• It has been a huge time saver for everyone at our firm.
• It's so easy to use that our staff actually enjoys using it.
• Our ROI is almost incalculable because of all the features for the price.

Incentivized

• It has saved the sales team time from having to create a proposal for each client.

Incentivized