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
Time Miner is a robust timekeeping software tailored for law firms and individual attorneys, focusing on secure retroactive tracking. This innovative platform automatically detects and records billable hours that may have been overlooked from various communication channels, including calls, emails, and texts, all without the need for timers or altering current workflows.
By effectively integrating with systems such as Clio, MyCase, RingCentral, Gmail, Dialpad, and Outlook, Time Miner meticulously analyzes communication patterns, pinpointing billable exchanges associated with clients and cases, subsequently transforming them into precise and ready-to-review time entries.
Additionally, it accommodates call logs from carriers like Verizon, T-Mobile, and AT&T, permits the manual upload of contact lists, and safeguards sensitive information through AES-256 encryption.
Engineered to curb revenue loss, Time Miner enables legal practitioners to regain missed billable hours, enhance precision in time tracking, and boost overall profitability—making the process not only effortless but also secure. Ultimately, this solution represents a significant advancement in optimizing billing practices within the legal industry.
API Access
Has API
Yes
API Access
Has API
No
Integrations
8am MyCase
Yes
Clio
Yes
Actionstep
Yes
Dialpad Connect
No
EstateWorks
Yes
Formstack Documents
Yes
Gavel
Yes
Gmail
No
GoHighLevel
Yes
HubSpot CRM
Yes
Integrations
8am MyCase
Yes
Clio
Yes
Actionstep
No
Dialpad Connect
Yes
EstateWorks
No
Formstack Documents
No
Gavel
No
Gmail
Yes
GoHighLevel
No
HubSpot CRM
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$49.99/month/user
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
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DecisionVault
Founded
2020
Country
United States
Website
decisionvault.com
Vendor Details
Company Name
Time Miner
Founded
2016
Country
United States
Website
www.timeminer.com