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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We offer a tailored, bilingual call answering service that operates around the clock, every day of the year, featuring services such as message taking, call forwarding, customer support, appointment scheduling, and more. Our specialized answering service for law firms is adept at screening prospective clients according to your specifications, ensuring they are either qualified for your services or appropriately redirected. The legal intake professionals within our lawyer answering service manage leads from the very first interaction all the way to an e-signed agreement, seamlessly integrating this information into your CRM or case management system. Our solutions are designed to transform website visitors into viable cases while maintaining communication with clients on their terms. Additionally, we effectively respond to high volumes of leads generated from television, radio, and online advertising through our superior processes and solutions. With a live answering service staffed by skilled intake specialists in the legal sector, we promptly address all incoming and outgoing leads for your law practice, ensuring nothing slips through the cracks. This comprehensive approach allows law firms to enhance their client engagement and streamline their operations effectively.

Description

DecisionVault facilitates the collection of client information and management of cases for law firms specializing in Trust & Estates. Clients engage with an online questionnaire accessible via mobile devices or laptops, where they can submit information about individuals and assets pertinent to their estate plans. They have the ability to modify details and upload necessary documents until the firm finalizes the matter for drafting purposes. The law firm benefits from a centralized view of each case's contacts, assets, and responses, along with the capability to export a comprehensive asset overview into a formula-driven Excel sheet and prepare design sheets for meetings with attorneys. Integrations with various platforms such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allow for the synchronization of selected matter data, effectively minimizing the need for redundant data entry. Staff members can oversee the progress of matters from the initial invitation stage to the signing phase, identify any missing information, and utilize automated reminders for timely follow-ups with clients, ensuring a smooth workflow throughout the process. This systematic approach not only enhances efficiency but also significantly improves client engagement and satisfaction.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Clio Yes 
Zapier Yes 
8am CasePeer Yes 
Assembly Neos Yes 
Captorra Yes 
EstateWorks No 
Filevine Yes 
Formstack Documents No 
Gavel No 
GrowPath Yes 
Law Ruler Yes 
Lawcus No 
Lawmatics No 
Lead Docket Yes 
Litify Yes 
Mitratech HotDocs No 
Model Context Protocol (MCP) No 
Salesforce Yes 
SmartAdvocate Yes 
Smokeball No 

Integrations

Clio Yes 
Zapier Yes 
8am CasePeer No 
Assembly Neos No 
Captorra No 
EstateWorks Yes 
Filevine No 
Formstack Documents Yes 
Gavel Yes 
GrowPath No 
Law Ruler No 
Lawcus Yes 
Lawmatics Yes 
Lead Docket No 
Litify No 
Mitratech HotDocs Yes 
Model Context Protocol (MCP) Yes 
Salesforce No 
SmartAdvocate No 
Smokeball Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Alert Communications

Founded

1965

Country

United States

Website

www.alertcommunications.com

Vendor Details

Company Name

DecisionVault

Founded

2020

Country

United States

Website

decisionvault.com

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