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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
Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems.
In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation.
An award-winning legal technology company, Lawcadia have developed Lawcadia Intelligence, an intelligent automation engine that incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations platform.
Established in 2015, Lawcadia is headquartered in Brisbane, Australia, with significant operations in London and Manila. Our clients are in varied locations across Asia-Pacific, EMEA and North America.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
8am MyCase
Yes
Actionstep
Yes
Clio
Yes
EstateWorks
Yes
Formstack Documents
Yes
Gavel
Yes
GoHighLevel
Yes
HubSpot CRM
Yes
LEAP
Yes
Lawcus
Yes
Integrations
8am MyCase
No
Actionstep
No
Clio
No
EstateWorks
No
Formstack Documents
No
Gavel
No
GoHighLevel
No
HubSpot CRM
No
LEAP
No
Lawcus
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Pricing is based on a combination of modules and users.
Free Trial
No
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)
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
Lawcadia
Founded
2015
Country
Australia, United Kingdom
Website
www.lawcadia.com
Product Features
Product Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
No
Document Management
Yes
Legal Automation
Yes
Legal Spend Management
Yes
Legal e-Billing
Yes
Matter Management
Yes
Reporting / Analytics
Yes
eDiscovery
No
Legal Spend Management
Analytics / Reporting
Yes
Budgeting & Forecasting
Yes
Financial Controls
Yes
Insurance Claims Defense
No
Invoice Review
Yes
Legal e-Billing
Yes
Matter Management
Yes
Outside Counsel Management
Yes
Relationship Management
Yes
Strategic Planning
Yes
Vendor Management
Yes
