Streamline your Estate Planning Practice

One central place to collaborate with your clients on the inputs to their estate plan - no more typing things over.

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DecisionVault eliminates the repetitive manual data handling work in your practice. It provides a secure customizable client intake portal that helps capture the information you need from your clients in a structured way - so you can use that information and sync it with your other legal tools.

Step by Step

Whether you ask for a lot of information up front, or only asks for the basics before you meet a client - DecisionVault has got you covered.

A key difference with other intake solutions is that adding more information over time is seamless - relieving you of writing any more "here is your homework" follow-up emails (.. and ending up with information in several places that needs to be pieced together before drafting).

Example DecisionVault menu

Branded and Secure

First impressions matter, so the portal is branded with your firm's logo and colors.

There is no data captured before a login is created - giving clients the peace of mind that their information is secure and a natural way to get back into the tool and continue where they left off. Plus you won't get any more complaints that "the form didn't save and now I have to fill it all in again..."

Impression of sign up flow

Stay in Sync

Capturing the inputs in a structured way means it becomes possible to generate a summary of the clients’ contacts, assets & decided roles and send it over to them for review - catching misunderstandings and typos before you start drafting.

And when you're ready, you can create the matter and all relevant contacts in your case management or drafting platform at the push of a button.

...

See how DecisionVault automates your workflow

Pricing


Introductory Pricing


$ 99

Billed monthly

One Firm
Client Intake Portal
Integrations

30-Day Free Trial