Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Easysoft Legal Software-The most trusted and affordable solution for lawyers in real estate and family law. It is mobile-compatible and compliant, making it the best legal calculating tool for over 35 years.
Easysoft Real Estate handles complex calculations for real-estate transactions, including automated CD and HUD calculations, projected payments, cash and cash closings, and you can also conduct title searches, complete1099S reporting, and file directly from the software.
Easysoft Family Law is a state-specific software program for family law attorneys and staff. The New Jersey product includes the Case Information Statement, worksheet comparators, historical expenditures, child support worksheets, and a time-saving client intake portal. Massachusetts Family Law software will soon be available. Ask about our product for uncontested divorces in New York.
FREE demo, FREE 7-day trial, FREE support.
Visit easysoft-usa.com, or call 1-800-905-7638 extension 1.
API Access
Has API
Yes
API Access
Has API
No
Integrations
8am MyCase
Yes
Actionstep
Yes
Clio
Yes
Dropbox
No
EstateWorks
Yes
Formstack Documents
Yes
Gavel
Yes
GoHighLevel
Yes
LEAP
Yes
Lawcus
Yes
Integrations
8am MyCase
No
Actionstep
No
Clio
No
Dropbox
Yes
EstateWorks
No
Formstack Documents
No
Gavel
No
GoHighLevel
No
LEAP
No
Lawcus
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$69/month/user
12-month subscription = $69 per user per month.
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
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DecisionVault
Founded
2020
Country
United States
Website
decisionvault.com
Vendor Details
Company Name
Easysoft
Founded
1986
Country
United States
Website
www.easysoft-usa.com
Product Features
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
No
Client Portal
Yes
Conflict Management
No
Contract Management
No
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
No
Trust Accounting
Yes
Legal Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No