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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    DecisionVault

    Score9 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

    Score8.3 out of 10
    N/AFilevine 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
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details
    More Pricing Information
    Community Pulse
    DecisionVaultFilevine
    Considered Both Products
    DecisionVault
    No answer on this topic
    Filevine
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    88%
    Would buy again
    37 Answers
    Delivers good value for the price
    No answers on this topic
    90%
    Delivers good value for the price
    28 Answers
    Happy with the feature set
    No answers on this topic
    93%
    Happy with the feature set
    39 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    81%
    Lived up to sales and marketing promises
    21 Answers
    Implementation went as expected
    No answers on this topic
    82%
    Implementation went as expected
    27 Answers
    User Ratings
    DecisionVaultFilevine
    Likelihood to Recommend
    -
    (0 ratings)
    8.4
    (44 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.8
    (3 ratings)
    Usability
    -
    (0 ratings)
    8.4
    (43 ratings)
    Support Rating
    -
    (0 ratings)
    2.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    1.0
    (1 ratings)
    User Testimonials
    DecisionVaultFilevine
    Likelihood to Recommend
    DecisionVault
    No answers on this topic
    Filevine
    AI is here - whether we like it or not, lawyers and paralegals are using it. Filevine gives users the AI in a safe way that isn't in the public domain or discoverable. Lois has given our users the AI tools so we can control how AI is deployed and used, keeping our data safe, our client information protected and eliminating the possibility of any open AI searches being discoverable
    Incentivized
    Read full review
    Pros
    DecisionVault
    No answers on this topic
    Filevine
    • Customization - you can easily add sections and fields
    • Workato and Zapier integration works well - we can connect Filevine to a multitude of other platforms and services
    • Texting and faxing is available across the entire platform
    • Integration with Vinesign for e-signature completion
    Incentivized
    Read full review
    Cons
    DecisionVault
    No answers on this topic
    Filevine
    • I think the new update on contact cards needs to be a little more simpler, I love that they added the extension portion, but it's just a bit clunky and too big. It also take longer to load.
    • I think that Filevine doesn't need to log you out every day, when I log it it give me the option to remember device for 180 days, sometimes im in the middle of editing a document in Filevine and it signs me out.
    Incentivized
    Read full review
    Likelihood to Renew
    DecisionVault
    No answers on this topic
    Filevine
    It's worth our investment, we've reached a 75% ROI within the last 3 years, it was not easy but we feel that we succeeded, 75% it was not from one day to the other, it was a huge effort delivered from everyone in our organization and now we're living our dream.
    Incentivized
    Read full review
    Usability
    DecisionVault
    No answers on this topic
    Filevine
    It is very user friendly. I can upload documents and ask questions like any AI tool, but it is secure and not published publicly for client confidentiality reasons. I think it is helpful for quickly reviewing files for next steps and what has been done on the case. It is less helpful for legal advice because of hallucination concerns, although I haven't attempted to have it cite to case law
    Incentivized
    Read full review
    Support Rating
    DecisionVault
    No answers on this topic
    Filevine
    Their live video chat support is a good resource, but often the problem cannot be resolved through this chat, and then promises to have someone follow up are almost always dropped. Filevine fails to make corrections for glitches or missing basic functions.
    Incentivized
    Read full review
    Implementation Rating
    DecisionVault
    No answers on this topic
    Filevine
    Filevine charged a lot for implementation, both directly to Filevine and their partners, but they failed to deliver on what was promised
    Incentivized
    Read full review
    Alternatives Considered
    DecisionVault
    No answers on this topic
    Filevine
    I have not used any other system before and I cannot imagine myself using any other one. I am used to the layout and overall whole design of Filevine so I hope I don't have to switch to a different system any time soon or ever in the coming future
    Incentivized
    Read full review
    Return on Investment
    DecisionVault
    No answers on this topic
    Filevine
    • Tracking Settlements for each month and improved accountability and incentivized more settlements for the firm by 40%
    • Helping track expenses and reduced costs by 10%
    • Helped the firm generate better reviews by helping keep clients up to date improving client retention rate by 20%
    Incentivized
    Read full review
    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.