TrustRadius

Assembly Neos vs. DecisionVault

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Assembly Neos
Score 9.7 out of 10
N/A
N/A
$1,188
per year per user
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
Assembly NeosDecisionVault
Editions & Modules
Neos Essentials
$99
per month per user (for annual payers)
Neos Premium
$119
per month per user (for annual payers)
Neos Pro
$149
per month per user (for annual payers)
Monthly Plan
$99
per month
Annual Plan
$990
per year
Offerings
Pricing Offerings
Assembly NeosDecisionVault
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 Ratings
Assembly NeosDecisionVault
Likelihood to Recommend
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Assembly NeosDecisionVault
Likelihood to Recommend
Assembly Software
TrialWorks software is a trusted source to manage cases in a law firm. It's also a great management tool for insurance companies, as well as courts. It works well for a Plaintiff firm and can be switched to work well for a Defense firm. The software works as a virtual file cabinet with tabs across the top as if you were looking through a file cabinet. You can sort the tabs to most used and hide tabs you don't need. You can change the colors of the tabs for your preference
Verified User
Anonymous
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DecisionVault
No answers on this topic
Pros
Assembly Software
  • Template Merge details
  • Texting customers directly through the contact detail
  • Dashboard Reporting
  • Court date docketing / Fast Track docketing
  • Note detail screen to keep all users informed of tasks in a case
  • Email management - MS365 integration - attaching documents to emails
Verified User
Anonymous
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DecisionVault
No answers on this topic
Cons
Assembly Software
  • Changing Tab Names
Verified User
Anonymous
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DecisionVault
No answers on this topic
Alternatives Considered
Assembly Software
We used TrialWorks long before we started using Salesforce. Salesforce does not have the many capabilities TrialWorks has for managing cases in a law firm.
Verified User
Anonymous
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DecisionVault
No answers on this topic
Return on Investment
Assembly Software
  • Price Increase of the software
  • Lack of upgrades
  • Mobile Phone App use
Verified User
Anonymous
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.