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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

    8am™ MyCase

    Score8.6 out of 10
    N/A8am MyCase provides web-based practice management software designed for solo and small firm legal professionals. MyCase aims to offer a secure, all-in-one legal practice management solution to alleviate the burden of high caseloads, poor client communication, and practice management operations. The product aims to help users spend less time managing their firm and more time practicing law. MyCase can be accessed from any device or computer so users can manage documents and…

    $49

    per month per user

    Pricing
    DecisionVault8am™ MyCase
    Editions & Modules
    Monthly Plan
    $99
    per month
    Annual Plan
    $990
    per year
    Basic
    $49
    per month per user
    Pro
    $99
    per month per user
    Advanced
    $119
    per month per user
    Offerings
    Pricing Offerings
    DecisionVault8am™ MyCase
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Discount available for annual billing.
    More Pricing Information
    Community Pulse
    DecisionVault8am™ MyCase
    Considered Both Products
    DecisionVault
    No answer on this topic
    8am
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    92%
    Would buy again
    12 Answers
    Delivers good value for the price
    No answers on this topic
    91%
    Delivers good value for the price
    10 Answers
    Happy with the feature set
    No answers on this topic
    92%
    Happy with the feature set
    12 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    90%
    Lived up to sales and marketing promises
    9 Answers
    Implementation went as expected
    No answers on this topic
    92%
    Implementation went as expected
    11 Answers
    User Ratings
    DecisionVault8am™ MyCase
    Likelihood to Recommend
    -
    (0 ratings)
    8.9
    (15 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.6
    (4 ratings)
    Usability
    -
    (0 ratings)
    8.6
    (9 ratings)
    Support Rating
    -
    (0 ratings)
    9.4
    (5 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    Configurability
    -
    (0 ratings)
    1.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    DecisionVault8am™ MyCase
    Likelihood to Recommend
    DecisionVault
    No answers on this topic
    8am
    It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files. The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry
    Incentivized
    Read full review
    Pros
    DecisionVault
    No answers on this topic
    8am
    • Trust accounting. This is an area of great concern as little mistakes can lead to serious consequences.
    • Client management. By posting all client documents we have significantly reduced postage and rather than getting a phone call, the clients can see what is happening in their case.
    • Scheduling. This is a great way to keep on top of calendars and a better way to avoid missing deadlines.
    Incentivized
    Read full review
    Cons
    DecisionVault
    No answers on this topic
    8am
    • Use of AI (should not be integrated into MyCase, especially with legal services that require a high-level of confidentiality which AI cannot guarantee)
    • Payment Reconciliation (sometimes invoices don't show up, nothing in Help Center about how to remedy)
    • Billing (doesn't consider that billing contacts for a case may change based on who can pay)
    Incentivized
    Read full review
    Likelihood to Renew
    DecisionVault
    No answers on this topic
    8am
    I don't personally handle whether or not we renew our subscriptions to platforms but it's very integral to our work so I doubt we'd get rid of it
    Incentivized
    Read full review
    Usability
    DecisionVault
    No answers on this topic
    8am
    It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.
    Incentivized
    Read full review
    Support Rating
    DecisionVault
    No answers on this topic
    8am
    One of the things we liked most about Tabs3 when we used that system was its support. PracticePanther was step behind in support when we switched to it, but when we switched to MyCase, it actually seems to be a step ahead of Tabs3. The chat support feature has saved me hours on dealing with issues both internally with users and externally with clients trying to navigate the client portal.
    Incentivized
    Read full review
    Online Training
    DecisionVault
    No answers on this topic
    8am
    We love the program.
    Incentivized
    Read full review
    Implementation Rating
    DecisionVault
    No answers on this topic
    8am
    None. This thing is a no brainer for a small law firm.
    Incentivized
    Read full review
    Alternatives Considered
    DecisionVault
    No answers on this topic
    8am
    Prior to using MyCase, my firm relied on AbacusLaw for its CRM program. I have also used Amicus Attorney prior to that. AbacusLaw and Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year. Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to Clio Grow (formerly Lexicata). From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.
    Incentivized
    Read full review
    Return on Investment
    DecisionVault
    No answers on this topic
    8am
    • Organization: I know where to go for my case details
    • Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
    • Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.
    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.

    8am™ MyCase Screenshots

    Screenshot of the main dashboardScreenshot of a case overviewScreenshot of trust accountingScreenshot of the billing dashboardScreenshot of time and expense reporting