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.
“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