DecisionVault vs. Filevine

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Filevine
Score 8.0 out of 10
N/A
Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.N/A
Pricing
DecisionVaultFilevine
Editions & Modules
Monthly Plan
$99
per month
Annual Plan
$990
per year
No answers on this topic
Offerings
Pricing Offerings
DecisionVaultFilevine
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeRequired
Additional Details——
More Pricing Information
Community Pulse
DecisionVaultFilevine
Top Pros

No answers on this topic

Top Cons

No answers on this topic

User Ratings
DecisionVaultFilevine
Likelihood to Recommend
-
(0 ratings)
5.0
(2 ratings)
User Testimonials
DecisionVaultFilevine
Likelihood to Recommend
DecisionVault
No answers on this topic
Filevine
Filevine is well suited if you want to have a practice management program that is not Clio and that is difficult to use, lacks essential features, and is overpromised. It is not suitable for heavy litigation. What kind of legal practice system refers to the core elements as "projects"? Not matters or cases?
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Pros
DecisionVault
No answers on this topic
Filevine
  • Highly customizable.
  • Great user interface.
  • Easy to learn, simple to use.
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Cons
DecisionVault
No answers on this topic
Filevine
  • Aesthetically unpleasing user interface
  • document management
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Alternatives Considered
DecisionVault
No answers on this topic
Filevine
Filevine is much easier to learn and use, the user interface is more appealing (with bigger fonts and easy-to-understand icons), and its customization feature is easier to use and understand.
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Return on Investment
DecisionVault
No answers on this topic
Filevine
  • Loss of several thousand dollars
  • Wasted time from numerous high pressure sales calls
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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.

Filevine Screenshots

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