DecisionVault Logo

Integrations

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

Case Management / CRM

Coming this Winter
Coming this Winter
Coming this Winter

Draft Platforms

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.
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

Portal Functionality

Coming this Winter
Coming this Winter

See how DecisionVault automates your workflow