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DecisionVault vs. PracticePanther

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    DecisionVault

    Score9 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

    PracticePanther

    Score8 out of 10
    N/APracticePanther is a legal case management software for attorneys with features like customized workflows, simplified time tracking and billing, native online payment processing, and client portals designed to increase firm efficiency. The software comes with data migration at no additional cost, as well as live training and support to help firms to get up and running quickly. PracticePanther's goals are to help firms to: Save 8+ hours per week on admin…

    $59

    per month per user

    Pricing
    DecisionVaultPracticePanther
    Editions & Modules
    Monthly Plan
    $99
    per month
    Annual Plan
    $990
    per year
    Solo Plan (Billed Annually)
    $49
    per month per user
    Solo Plan (Billed Monthly)
    $59
    per month per user
    Essential Plan (Billed Annually)
    $69
    per month per user
    Essential Plan (Billed Monthly)
    $79
    per month per user
    Business Plan (Billed Annually)
    $89
    per month per user
    Business Plan (Billed Monthly)
    $99
    per month per user
    Offerings
    Pricing Offerings
    DecisionVaultPracticePanther
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Data migration, live training, and support available at no additional cost.
    More Pricing Information
    User Ratings
    DecisionVaultPracticePanther
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (2 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    DecisionVaultPracticePanther
    Likelihood to Recommend
    DecisionVault
    No answers on this topic
    PracticePanther
    It is perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.
    Incentivized
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    Pros
    DecisionVault
    No answers on this topic
    PracticePanther
    • Ease of Use
    • Ease of Adding Time and Expenses to Accounts
    • Ease of Seeing Aging Accounts
    Incentivized
    Read full review
    Cons
    DecisionVault
    No answers on this topic
    PracticePanther
    • Want to easily be able to customize matter information and haven't figured out how to do it.
    Incentivized
    Read full review
    Usability
    DecisionVault
    No answers on this topic
    PracticePanther
    Very easy to use and intuitive. This does not require complex data entry or toggling between multiple screens.
    Incentivized
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    Support Rating
    DecisionVault
    No answers on this topic
    PracticePanther
    I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.
    Incentivized
    Read full review
    Alternatives Considered
    DecisionVault
    No answers on this topic
    PracticePanther
    PracticePanther is much easier and much more user friendly for what I need.
    Incentivized
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    Return on Investment
    DecisionVault
    No answers on this topic
    PracticePanther
    • I have been able to expedite time reviewing a file, organizing information so less time spent on workers.
    • The automated organization through integrations, like dropbox, to organize all my matters in a uniform manner. Saves time.
    • Ease of use has saved on training as instructions can be implemented directly on workflows. Saves time. Each time it saves a worker time, I am more efficient and my return on investment is apparent.
    Incentivized
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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.

    PracticePanther Screenshots

    Screenshot of Dashboard - Mobile FriendlyScreenshot of DashboardScreenshot of CalendarScreenshot of Time TrackingScreenshot of InvoicesScreenshot of Document Management