What's new?

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.

You can now trigger automations in Zapier using our webhooks and API. This article shows how to get started.

Sync the contacts from the DecisionVault matter over to Actionstep through this integration.

Link your DecisionVault matter to the deal in Zoho CRM and sync the main contact through this new integration.

Sync the contacts from the DecisionVault matter over to MyCase through this new integration.

Sync the contacts from the DecisionVault matter over to Smokeball through this new integration.

Here's how to trigger automations in Lawmatics when the client submits their questionnaire in DecisionVault

Here's how to trigger automations in Lawcus when the client submits their questionnaire in DecisionVault

Sync the contacts from the DecisionVault matter over to Interactive Legal through this new integration.