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SPECIFICTION
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BHL Insight vs SmartVault

BHL Insight

bhl.com.au

SmartVault

smartvault.com

Side by side

FigureBHL InsightSmartVault
Price from—$85/mo
Free plan——
Free trial—Yes
Open source——
WebYesYes
WindowsYesYes
macOSYesYes
iOSYesYes
AndroidYesYes
API—Yes
Plans published04
Spec score · Legal Document Management Software8.1 (#9)7.8 (#13)
Company historyBHL says Insight began in 2003 and has been continuously developed since then.The company says its mission has been in place since 2008.
Founded20032008
HeadquartersSydney, New South Wales, AustraliaSmartVault lists Houston, USA, and Cambridge, UK, as its locations.
IntegrationsBHL says Insight interfaces with Microsoft Office, Outlook, Hummingbird, iManage, Worldox, and other third-party products.Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign.
ProductBHL Insight is legal practice management software available on a local device or server and through remote cloud access.SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents.
SecurityBHL's privacy policy says personal information is held on servers in a controlled, secure environment and that transmitted personal information is protected with encryption such as SSL.SmartVault says it is SOC 2 Type 2 compliant and holds ISO 27001 and ISO 22301 certifications; it also describes IRS Publication 4557 and FTC Safeguards Rule support.
SupportBHL says its support staff are software designers and developers and that it has local technical staff in Sydney, Melbourne, and Brisbane for on-premises support.The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal.

Plans

BHL Insight

No plans published.

BHL Insight pricing →

SmartVault

  • SmartRequestAI bundle$12.50, paid once
  • Accounting Pro$85 a month
  • Business Pro$85 a month
  • Accounting Unlimited$110 a month

SmartVault pricing →

In their own words

BHL Insight

BHL Insight is legal practice management software for law firms, bringing accounting, document handling, and connected workflows into one system. Its functions include financial and trust accounting, time and fee recording, billing, client accounting, document management, and document assembly. Firms can install it on a local device or server, or access it remotely through the cloud. BHL describes Insight as using a single relational database, and says client data is accessible to other applications. Its Liberty browser interface provides access to contacts, clients, matters, fees, tasks, and documents, and can create cheque requests and sundries or display bills. SpeediDocs connects Microsoft Office with client and matter records, using customizable templates to save emails and files to matters. Insight interfaces with Microsoft Office, Outlook, Hummingbird, iManage, Worldox, and Visualfiles. Liberty supports computers, tablets, iOS, Android, and Windows Phone, and requires Insight version 9.1. Cloud editions have a three-user minimum. Pricing is on request.

Visit bhl.com.au

SmartVault

SmartVault has no write-up on Specifiction yet; its figures are above.

Visit smartvault.com