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DecisionVault vs. Thomson Reuters Case Notebook

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
Thomson Reuters Case Notebook
Score 0.0 out of 10
N/A
Case Notebook is a centrally accessible and searchable litigation case management software that helps users to organize, analyze, and share essential case information. Case Notebook's structure is designed to simplify organizing legal case information, so that key information in court transcripts, exhibits, research, and other legal documents is easily located using its robust search tool.N/A
Pricing
DecisionVaultThomson Reuters Case Notebook
Editions & Modules
Monthly Plan
$99
per month
Annual Plan
$990
per year
No answers on this topic
Offerings
Pricing Offerings
DecisionVaultThomson Reuters Case Notebook
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Testimonials
DecisionVaultThomson Reuters Case Notebook
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.