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How is LegalVault different from traditional directive storage systems?

How easy is it to use? Will it require a great deal of work for my firm?

What is required to print the wallet cards from my office?

What is the cost of getting started with LegalVault?

Is there a storage limit?

Will LegalVault call my clients?

What do you do for backup?

What if my clients do not feel comfortable storing their assets or passwords in their LegalVault accounts?

If my firm decides to no longer offer this service but my clients already have accounts with LegalVault, will they lose all of their documents and information?

Is LegalVault HIPAA compliant?

LegalVault offers a more comprehensive and firm-focused approach to document storage. Unlike many traditional directive storage systems, LegalVault doesn’t just store healthcare related information and documents, it stores all legal documents. Furthermore, LegalVault was designed to store asset information and even allows users to store their various online passwords ensuring that their virtual legacy is also remembered in their planning. 

LegalVault gives your clients the option to login and upload or view documents at any time, giving them peace of mind knowing they have their most important documents at their fingertips. Direct access through your firms’ website and customized marketing materials with your firm’s branding allow you to offer this great service to your clients without promoting a third party. This ensures that your firm remains on your clients’ minds and at the forefront of providing premium client service.

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I am a solo practitioner with a rather limited support staff and am concerned that adding this service may overwhelm my office. Is working with client accounts very time consuming?

LegalVault was designed with efficiency and ease of use in mind. The interface is intuitive and was actually designed by a group of attorneys and law firm administrators.  Both small and large firms will find that using LegalVault is easy and can actually help your firm save time in the long run. Adding a new client only takes a few minutes while adding a document is as simple and as quick as adding an attachment to an email message.

In addition, LegalVault will automatically generate editable correspondence which will print on your letterhead.  These include:

• Client enrollment form for your firm
• Accompanying letter for client Wallet Cards
• Introduction letter containing client User Name and Password
• Letter about the service from your firm to clients’ physicians (automatically faxed by LegalVault with the click of a button)

When enrolling with LegalVault your firm will have a live, one-on-one orientation of the client management system.  If you ever have any questions or concerns about any aspect of LegalVault, you will have direct access to our top notch customer service team.

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I like the idea of having the option to print the Emergency Wallet Cards from my office, but what is required to do so? Will I have to purchase a special printer or lamination machine?

Printing the Emergency Wallet Cards from your office does not require a great deal of time or money. LegalVault will automatically format a high quality PDF wallet card with your firm name and logo containing custom client information. These wallet cards can be printed at your office using special laminate cards (provided by LegalVault) on any printer.

Alternatively, you can request that LegalVault print customized premium acrylic wallet cards with your firm name and logo at no extra charge. These printed cards can be mailed to your office or directly to your clients’ homes.

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Is there a setup fee when I sign up?  Do I have to enroll a minimum number of clients?

There is absolutely no setup fee to get your firm started with LegalVault. When you enroll each client, you will pay for the particular subscription for that client for a specified length of time. You may wish to pay for the service for a year, multiple years or even the lifetime of the client.

Your firm is not required to enroll a minimum number of clients.  Simply enroll as many clients as you like on an as needed basis.

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Is there a limit on the number of documents my firm and clients can add to LegalVault accounts?

There is no limit to the number of documents your firm can store in LegalVault.  Your clients will be able to upload up to an additional 25 documents to their respective accounts.

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Each client account will store my client’s contact information.  Will LegalVault ever call them directly?

Upon enrollment, LegalVault allows your firm to specify its preference as to whether or not clients can be called by LegalVault staff should your firm not renew expired client subscriptions.  If your firm opts out of this service, then LegalVault will not call your clients about subscription renewals.

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If your server “crashes” will my clients lose all of their stored information and documents?

Absolutely not! LegalVault uses enterprise-class backup technology with multiple levels of redundancy including encrypted off-site backups to protect your clients’ critical data.

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If your clients are uncomfortable storing certain information or documents in their LegalVault accounts, they certainly do not have to do so.  Your firm and your clients can use all or just some of its features.

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After enrollment should you decide you no longer wish to offer this service, your clients may continue to maintain their accounts independent of your firm.  All documents and information in these accounts would not be lost and your clients could continue to access their accounts directly through legalvault.com. 

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Although LegalVault is not a covered entity under HIPAA regulations, LegalVault voluntarily complies with its requirements.

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