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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
Quilia gives your clients a simple app for everything they need to share with your firm. They upload documents and photos, answer intake questions, e-sign forms and get appointment reminders, all from their phone. ℚ, Quilia's AI assistant, follows up by text on anything that's still missing, so your team spends its time working cases instead of chasing clients. Quilia connects to the case management system you already have, such as Clio, Filevine, Smokeball, MyCase, CasePeer, Litify and SmartAdvocate, and keeps everything in sync. It is a client app, not a replacement for case management. Personal injury, workers' comp, family law, estate planning, bankruptcy and immigration firms use Quilia to cut down on status calls, speed up intake and build better documented cases.
API Access
Has API
Yes
API Access
Has API
No
Integrations
8am MyCase
Yes
Actionstep
Yes
Clio
Yes
Lawmatics
Yes
Smokeball
Yes
Zapier
Yes
8am DocketWise
No
Assembly Neos
No
CasePacer
No
ChatGPT
No
Integrations
8am MyCase
Yes
Actionstep
Yes
Clio
Yes
Lawmatics
Yes
Smokeball
Yes
Zapier
Yes
8am DocketWise
Yes
Assembly Neos
Yes
CasePacer
Yes
ChatGPT
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DecisionVault
Founded
2020
Country
United States
Website
decisionvault.com
Vendor Details
Company Name
Quilia
Founded
2022
Country
United States
Website
www.quilia.com
