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..."
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.
Most Estate Planning attorneys also take on Probate, Trust Administration, Elder Law or Business Planning cases.
DecisionVault allows you to create additional questionnaires - either to be filled in by a representative on behalf of someone, or by the person themselves - allowing you to handle all your client input through the same system.
I got a spontaneous compliment of the intake process today! A client said how easy DecisionVault was to use. Thank you for making ME look good!