A Revolutionary Attorney Document Storage System
LegalVault® is an advanced document storage and exchange system which allows your firm to easily and securely archive clients’ documents and vital information for convenient retrieval by clients, advisors, healthcare providers and authorized heirs and administrators.
FEATURE HIGHLIGHTS
Convenient client access to healthcare directives and medical information
LegalVault® gives both attorney and client the option to add or edit healthcare documents and information including emergency contacts, allergies, medications, medical conditions and physician information. In the event of an emergency, hospital personnel can view this information using a secure Hospital PIN. Access to this information can help doctors treat your clients more effectively, notify and inform emergency contacts and ensure their healthcare wished are honored. LegalVault® offers a number of high quality emergency access wallet card options for your firm’s convenience.
Secure storage of documents for easy access by your clients
You and your clients can also upload any other type of document such as wills, business agreements, and deeds. Both your firm and client will have secure access to all documents.
Document storage features include:
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Automatic conversion to PDF Document locking to prevent accidental removal
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Information about location of originals
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Date stamping and much more.
LegalVault’s special two-tiered access system ensures that medical providers who login to your clients’ accounts are unable to view non-healthcare-related documents and information.
Essential information organized in a single, secure site
Each LegalVault® account also allows clients to upload sensitive information regarding their assets and list their advisors. Clients will also have the option to store their passwords to various online accounts which may only be accessed by trusted loved ones.
Integrated document exchange system
LegalVault® serves as an ideal platform for secure document exchange. Your law firm and clients can easily login through your law firm’s website to upload any documents. This is a significantly more secure method of sending sensitive documents versus fax or email attachment. With each new document added by your clients, you will receive an email notification allowing you to securely retrieve the document.
Designed to be user-friendly
LegalVault® was designed with ease-of-use in mind; both for your firm and clients. Your firm can create a new client account in just minutes and can easily administer client accounts using the intuitve firm-focused interface. Your clients will have access to a simple, highly organized page to view and add documents and information.
Enhanced marketing opportunity for your firm
Unlike traditional and inflexible document storage systems, your clients will always have access to these documents directly and securely through your firm’s website, giving them peace of mind and ensuring that your firm remains at the forefront of providing premium client service. In addition to offering LegalVault® through your website, you will have access to other marketing opportunities such as the use of co-branded marketing materials and emergency access wallet cards with your firm’s name and logo. |