The data gathering tool for estate planning law firms
Your clients enter their information - it flows straight to where you need it.
Gather information
Your clients enter the people in their life, their financial info and answer other questions in the portal — on their own time. Family details, assets, beneficiaries, and more. The complete picture.
Integrate
Sync contacts — names, addresses, and relationships — to the tools you already use. No copy-paste. No re-entering the same information across systems.
Deliver
Use the collected information to directly generate deliverables: build up funding instructions, plan summaries, or merge the information into your own Word documents.
Connect the legal tools you use to run your practice in seconds
“I got a spontaneous compliment on the intake process today! A client said how easy DecisionVault was to use. Thank you for making ME look good!”
Amy Ochi, Esq. - Ochi Law, P.C.
“DecisionVault allows me to be very efficient, organized, and at the same time present a polished client-facing view. As a true solo, this tool allows me to streamline data handling—and use the time to focus on counseling my clients.”
Jen Wulf, Esq. - Wulf Legal LLC
“The asset intake is fantastic! Clients can itemize their assets in DecisionVault, and you can export an Excel sheet to attach to their plan. This makes funding and maintenance plans so much easier!”
Lalit Kundani, Esq. - Bridge Law LLP