About
DecisionVault supports client data gathering and matter tracking for Trust & Estates law firms.
Clients complete an online questionnaire on a mobile device or laptop, providing details about people and assets relevant to an estate plan. They can update information and upload documents until the firm locks the matter for drafting.
The firm can review each matter's contacts, assets, and answers in one place; export an asset overview to a formula-filled Excel sheet; and prepare a design sheet for attorney meetings. Integrations with WealthCounsel, Interactive Legal, Clio, MyCase, LEAP, and other tools sync selected matter data, reducing duplicate entry.
Staff track matters by stage, from invitation through signing, flag missing information, and use automated reminders to follow up with clients.
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About
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Estate-planning and trust-and-estates law firms, including attorneys and staff who handle client intake; clients use the portal to submit estate-plan information.
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Audience
Automation platform for growing law firms
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationDecisionVault
Founded: 2020
United States
decisionvault.com
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Company InformationLawmatics
United States
www.lawmatics.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Law Practice Management Features
Billing & Invoicing
Not Supported
Calendar Management
Supported
Client Portal
Not Supported
Conflict Management
Supported
Contract Management
Not Supported
CRM
Not Supported
Document Management
Supported
Email Management
Supported
Legal Case Management
Not Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
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Integrations
Smokeball
Supported
Zapier
Supported
Actionstep
Supported
Axis LMS
Not Supported
Caseflood.ai
Not Supported
Clerx
Not Supported
Clio
Supported
DecisionVault
Not Supported
EstateWorks
Supported
Eternal Pro
Not Supported
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Integrations
Smokeball
Supported
Zapier
Supported
Actionstep
Not Supported
Axis LMS
Supported
Caseflood.ai
Supported
Clerx
Supported
Clio
Not Supported
DecisionVault
Supported
EstateWorks
Not Supported
Eternal Pro
Supported
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