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What is FLIP?
This software acts as a fundamental case management and intake platform that efficiently manages client and matter data, offering swift access and retrieval capabilities. It boasts functionalities such as the ability to print intake labels, generate reports, and utilize a range of forms and labels, thereby ensuring thorough document management. The inclusion of bar code features significantly improves file tracking, simplifying the process of locating and organizing essential documents. Furthermore, it comes with 12 pre-installed FLIP Memos, including options like Documents Enclosed and Transmittal Memorandum, while also allowing users to create CUSTOM MEMOS for regular use. The software adeptly prepares these memos for sending to clients and opposing counsel, streamlining the process of mailing with window envelopes. Users have the option to print memos on standard paper or specially designed FLIP Memo forms to suit their needs. For improved organization, the system provides large file labels that can easily be applied to expandable pockets and wallets, enhancing the storage solution's functionality. These labels can be printed effortlessly using an envelope feeder, ensuring that every file is clearly marked with important information drawn from the client, matter, or opposition database, along with a corresponding bar code for straightforward scanning and retrieval. Overall, this robust system not only streamlines case management but also significantly enhances the workflow for legal practitioners, ensuring that they can operate more efficiently. Its user-friendly interface and versatile features make it an essential resource in the legal field.
What is DecisionVault?
DecisionVault streamlines the process of gathering client data and managing cases for law firms that focus on Trust & Estates. Through an accessible online questionnaire available on both mobile devices and laptops, clients can conveniently enter information related to individuals and assets that are essential for their estate planning. They have the flexibility to update their details and upload relevant documents until the law firm is ready to proceed with drafting the necessary legal documents.
For the law firm, this system provides a comprehensive overview of each case’s contacts, assets, and client responses, along with the option to export detailed asset information into a formula-driven Excel sheet and develop design sheets for discussions with attorneys. The platform's compatibility with various tools such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allows for seamless integration of data, reducing the need for repetitive data entry across different systems.
Additionally, staff members can track the progress of cases from the initial invitation through to the signing stage, easily spot any missing information, and send out automated reminders to clients for timely follow-ups, which contributes to a consistently smooth workflow throughout the entire process. This organized method not only boosts operational efficiency but also greatly enhances client involvement and overall satisfaction with the services provided. Furthermore, the ability to monitor case status in real time ensures that both clients and law firms remain aligned and informed as matters progress.
Integrations Supported
8am MyCase
Actionstep
Clio
EstateWorks
Formstack Documents
Gavel
GoHighLevel
HubSpot CRM
LEAP
Lawcus
API Availability
API Availability
Has API
Pricing Information
$99.95 one-time payment
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
Windows
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
BlumbergExcelsior
Company Website
www.blumberg.com
Company Facts
Organization Name
DecisionVault
Date Founded
2020
Company Location
United States
Company Website
decisionvault.com
Categories and Features
Legal Case Management
Calendar Management
Case Notes
Client Management
Conflict Management
Records Management
Legal Intake
Not specified
Categories and Features
Legal Intake
Not specified