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DecisionVault vs. Legalboards

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
Legalboards
Score 0.0 out of 10
N/A
Legalboards, software from the company of the same name in Toronto, Ontario, allows users to manage a practice visually. From matters to client invoices and everything in between, Legalboards frees up lawyers and legal teams by allowing them to automate their processes and build workflows for everyday activities. Legalboards also connects with Clio, LawPay, Outlook and other technologies that lawyers use allowing them to create automated workflows and share important data between solutions.
$24
per month per user
Pricing
DecisionVaultLegalboards
Editions & Modules
Monthly Plan
$99
per month
Annual Plan
$990
per year
Starter Plan
$24
per month per user
Standard Plan
$39
per month per user
Professional Plan
$58
per month per user
Offerings
Pricing Offerings
DecisionVaultLegalboards
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—20% discount available for annual pricing.
More Pricing Information
User Testimonials
DecisionVaultLegalboards
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.