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 Coming this fall
Rocket Matter Integration Coming this fall
Keap (fka Infusionsoft) Integration Coming this fall

Draft Platforms

ElderCounsel Integration
 
DecisionVault integrates directly with ElderCounsel.

ElderCounsel is working on an enhanced version of ElderDocx which initially would not integrate with DecisionVault except through Clio or PracticePanther
Interactive Legal Systems Integration
 
DecisionVault integrates directly with Interactive LegalSuite™ Online
WealthCounsel®
 
DecisionVault integrates directly with WealthCounsel's public API.
DecisionVault is a Gold level sponsor of the WealthCounsel Practice Building Summit 2021
WealthCounsel Practice Building Summit Logo

Portal Functionality

LawPay Integration Coming this fall