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.

About DecisionVault

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.

Pricing

Free Trial:
Free Trial available.

Integrations

API:
Yes, DecisionVault offers API access

Ratings/Reviews

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Company Information

DecisionVault
Founded: 2020
United States
decisionvault.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

DecisionVault Frequently Asked Questions

Q: What kinds of users and organization types does DecisionVault work with?
Q: What languages does DecisionVault support in their product?
Q: What kind of support options does DecisionVault offer?
Q: What other applications or services does DecisionVault integrate with?
Q: Does DecisionVault have an API?
Q: What type of training does DecisionVault provide?
Q: Does DecisionVault offer a free trial?

DecisionVault Product Features