Interactive Legal Integration

We've added an integration with Interactive Legal.

Here's a quick example of what you can do with this (4 min):

What does it support?

You can let your clients fill in the questionnaire in DecisionVault - capturing their contact info, and information about their children and other relatives, and filling in the financial inventory.

DecisionVault functions like a portal so you can do this over time - even after a design meeting the client can come back into the portal to add more people, assets and contact information.

Then when you've completed the data capture you can push all these contacts over to Interactive Legal Suite Online in seconds, and start drafting.


Learn more

For a full overview of how DecisionVault helps your practice - attend one of our webinars (either live or on-demand).