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Integrations

Sync the information that your clients have entered over to your other legal tools.

Case Management / CRM

Actionstep
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Clio
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EstateWorks
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HubSpot
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HighLevel
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Lawcus
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Lawmatics
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LEAP
LEAP US (AU Planned)
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MyCase
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PracticeMaster
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PracticePanther
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Smokeball
Smokeball US (AU Planned)
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Zoho CRM
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Estate Services

Directive Communication Systems
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Estateably
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EstateView
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Draft Platforms

Interactive Legal
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Lawgic
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Trustate
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WealthCounsel
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Document Automation

Gavel
Pass information to Gavel to generate documents.
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Formstack Documents
Pass information to Formstack Documents to generate documents.
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HotDocs Advance
Pass information to HotDocs Advance to generate documents.
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XpressDox
Planned Fall 2026
Pass information to XpressDox to generate documents.
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Automation

DecisionVault API
Interact with DecisionVault through our Developer API.
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DecisionVault MCP
Connect your AI to DecisionVault via our MCP server.
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Webhooks
Listen for events that happen in DecisionVault.
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Zapier
Automate tasks in other apps when events occur in DecisionVault.
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We are always looking to add more integrations - if you would like to partner with us, please reach out.

Learn more about DecisionVault and it's integrations

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