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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

8am MyCase Yes 
Actionstep Yes 
Clio Yes 
Dropbox No 
EstateWorks Yes 
Formstack Documents Yes 
Gavel Yes 
GoHighLevel Yes 
LEAP Yes 
Lawcus Yes 
Lawmatics Yes 
Mitratech HotDocs Yes 
Model Context Protocol (MCP) Yes 
One Legal No 
RynohLive No 
SignIT No 
Smokeball Yes 
WEBDEV No 
WINDEV No 
Zapier Yes 

Integrations

8am MyCase No 
Actionstep No 
Clio No 
Dropbox Yes 
EstateWorks No 
Formstack Documents No 
Gavel No 
GoHighLevel No 
LEAP No 
Lawcus No 
Lawmatics No 
Mitratech HotDocs No 
Model Context Protocol (MCP) No 
One Legal Yes 
RynohLive Yes 
SignIT Yes 
Smokeball No 
WEBDEV Yes 
WINDEV Yes 
Zapier 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 

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