Integrations

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

Case Management / CRM

Clio Integration
Lawcus Integration
PracticePanther Integration
Actionstep Integration
Lawmatics Integration Later this summer

Draft Platforms

DecisionVault integrates with most Estate Planning Draft Platforms, either direct or by syncing via Clio or Actionstep.

Portal Functionality

LawPay Integration Later this summer