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 from 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.

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.

Matter and contact sync screen

One system to gather client information

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.

Example intake questionnaire menu

See how DecisionVault automates your workflow

Pricing


Introductory Pricing


$ 99

Billed monthly

One Firm
Client Intake Portal
Integrations

30-Day Free Trial