The Intake Portal for your Estate Planning Practice
DecisionVault lets your clients sail through the intake work, which you can then export or sync to your
Case Management System or Draft Platform in seconds.
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..."
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.
Portal built in
You don't need to confuse your client with separate logins for DecisionVault and for the portal in your case
management tool - if you want to share documents you can do so via the Portal functionality inside of
DecisionVault.
We're working on additional portal functionality like messaging and payments.
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.
Learn the why + how of DecisionVault in our on-demand demo
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!
Amy O., Esq.