We've added an integration with Smokeball.
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.
Then you can link the DecisionVault matter to the corresponding matter in Smokeball, and sync the contacts over and place them in roles on the matter.
Learn more
For a full overview of how DecisionVault helps your practice - attend one of our webinars (either live or on-demand).