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Integrations

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

Case Management / CRM

Coming in Spring
Coming in Spring
Coming in Spring

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 in Spring
Pass information to Documate to generate documents.
Coming in Spring
Pass information to Formstack Documents to generate documents.
Coming in Spring
Let clients pay through Lawpay from inside DecisionVault.
Coming in Spring
Pass information to Woodpecker to generate documents.
We are always looking to add more integrations - if you would like to partner with us, please reach out.

See how DecisionVault automates your workflow