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Integrations

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

Case Management / CRM

Coming soon
Coming soon
Coming this summer
Coming this summer

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.

Document Automation

Coming in Q2
Pass information to Documate to generate documents.
Coming in Q2
Pass information to Woodpecker to generate documents.
Coming Fall 2022
Pass information to Formstack Documents to generate documents.
Coming Fall 2022
Pass information to HotDocs Advance to generate documents.

Payments

Coming this summer
Let clients pay through Lawpay from your DecisionVault Portal.
Coming this summer
Let clients pay through Gravity Legal from your DecisionVault Portal.

Automation

Early Access
Interact with DecisionVault through our Developer API.
Early Access
Listen for new events that happen in DecisionVault.
Coming this summer
Automate tasks in other apps when events occur in DecisionVault.
We are always looking to add more integrations - if you would like to partner with us, please reach out.

Learn the why + how of DecisionVault in our on-demand demo