What's new?
Announcements and Examples
Overview of the Estate Planning Software Landscape
It's not always easy to get a good overview of all the estate planning software options available to you and your practice. We've compiled a list of the ones we integrate with and/or know of.
Team DecisionVault
· 6 min read
How to use DecisionVault with Zapier
You can now trigger automations in Zapier using our webhooks and API. This article shows how to get started.
Team DecisionVault
· 2 min read
Actionstep Integration (new: sync into roles)
Sync the contacts from the DecisionVault matter over to Actionstep through this integration.
Team DecisionVault
· 1 min read
Zoho CRM Integration
Link your DecisionVault matter to the deal in Zoho CRM and sync the main contact through this new integration.
Team DecisionVault
· 1 min read
MyCase Integration
Sync the contacts from the DecisionVault matter over to MyCase through this new integration.
Team DecisionVault
· 1 min read
Smokeball Integration
Sync the contacts from the DecisionVault matter over to Smokeball through this new integration.
Team DecisionVault
· 1 min read
Trigger automations in Lawmatics from DecisionVault
Here's how to trigger automations in Lawmatics when the client submits their questionnaire in DecisionVault
Team DecisionVault
· 2 min read
Trigger automations in Lawcus from DecisionVault
Here's how to trigger automations in Lawcus when the client submits their questionnaire in DecisionVault
Team DecisionVault
· 2 min read
Interactive Legal Integration
Sync the contacts from the DecisionVault matter over to Interactive Legal through this new integration.
Team DecisionVault
· 1 min read