DecisionVault vs. Filevine

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
DecisionVault
Score 9.0 out of 10
Small Businesses (1-50 employees)
DecisionVault is an intake portal solution for estate planning attorneys. With DecisionVault, the attorney (or their staff) is no longer forced to re-type client contact & asset information into several systems. The client works through the questionnaire at their own pace, entering information about themselves, their children, and other relatives, answering additional questions and filling in the inventory of assets.…
$99
per month
Filevine
Score 5.9 out of 10
N/A
Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.N/A
Pricing
DecisionVaultFilevine
Editions & Modules
Monthly Plan
$99
per month
Annual Plan
$990
per year
No answers on this topic
Offerings
Pricing Offerings
DecisionVaultFilevine
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeRequired
Additional Details
More Pricing Information
Community Pulse
DecisionVaultFilevine
User Ratings
DecisionVaultFilevine
Likelihood to Recommend
-
(0 ratings)
5.2
(0 ratings)
Usability
-
(0 ratings)
6.7
(0 ratings)
User Testimonials
DecisionVaultFilevine
Likelihood to Recommend
No answers on this topic
File Vine is well-suited because I believe it was invented to assist Law Firms with document organization for the legal cases collected in a Law Firm. It is easy to navigate and find your documents with a click of a button.
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Pros
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  • we are able to duplicate our file types from Sharepoint in Filevine giving us a unified look at our files
  • We are able to create subfolders in Filevine to help give each project a more clean look and feel when we access documents
  • We are able to integrate our medial records requests with Filevine
  • We are able to integrate Outlook with Filevine and we are able to email /forward emails into projects.
  • Project Hub in Filevine is a God-send! We are able to see a snap shot of our projects and can filter our view of our projects and which team may be handling each project!!
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Cons
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  • Automation customization is hard to navigate if you are unable to afford the cost of having a third-party do the set-up
  • Mailroom notifications for non faxes - We should be able to obtain notifications for emails that our sent into our mailroom
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Usability
No answers on this topic
I dock a few points because of the setup it requires. If someone in-house can handle that then the score goes up. It really depends on the firm and their personnel. Once it is setup though, I think anyone can get in and do what they need to do
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Alternatives Considered
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I’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels more customizable and workflow-focused, though it does take more time to learn.
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Return on Investment
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  • Our intake process has been fast tracked using Filevine
  • Remote users can just use a web page on their personal device (phone, pc or mac)
  • We have repurposed our front desk / reception call logger by using a custom layout
  • Our attorney's have their own private projects for case lists which scripts updates to our executive management
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ScreenShots

DecisionVault Screenshots

Screenshot of The first step for the client is to create an account, which safeguards their information and makes it possible for them to log back in and provide more information on contacts, assets and upload more files later on in the process.Screenshot of The main menu of the questionnaire the client works through.Screenshot of The client can easily build up an inventory of their assets - which can be exported to XLSX (see next screenshot)Screenshot of The asset inventory can be exported as an Excel sheet, making it easy to create funding instructions or checklists.Screenshot of The matter and contacts can get synced with other legal tools (case management or draft platform).Screenshot of DecisionVault allows you to create additional questionnaires - either to be filled in by a representative on behalf of someone, or by the person themselves - allowing you to handle all your client input through the same system.