# DecisionVault

> DecisionVault is the client data gathering tool for estate planning law firms — your clients enter their information and it flows straight to where you need it.

## Overview

Estate planning firms lose hours chasing client information — family members, assets, beneficiaries — through paper forms, PDFs, and email back-and-forth, then re-keying it into multiple systems. DecisionVault replaces that with a guided client portal: clients enter their own information, on their own time, and it flows straight into the tools the firm already uses.

Built specifically for estate planning attorneys, DecisionVault works for solo practitioners through multi-attorney firms and connects to the leading case management and document drafting tools in the legal stack.

- **Gather** — Clients enter the people in their life, their financial information, assets, and beneficiaries in the portal. The complete picture, captured once.
- **Integrate** — Sync contacts, names, addresses, and relationships to your case management and drafting tools. No copy-paste, no re-entering the same data across systems.
- **Deliver** — Turn the collected information into deliverables: funding instructions, plan summaries, or merges into your own Word documents.



## Product

- [Product Tour](/product-tour): Interactive walkthrough of DecisionVault features including intake, integrations, and document generation
- [Pricing](/pricing): Plans and pricing for solo practitioners through enterprise firms
- [See a demo](/demo): Watch a demo of DecisionVault personalized to the tools you use

## Comparisons

How DecisionVault compares to the built-in intake forms of other estate planning and legal tools.

- [Clio Grow vs DecisionVault](/compare-clio-grow-vs-decisionvault): Compare the intake forms of Clio Grow and DecisionVault for client data gathering.
- [MyCase Forms vs DecisionVault](/compare-mycase-forms-vs-decisionvault): Compare the intake forms of MyCase and DecisionVault for client data gathering.
- [WealthCounsel Intake vs DecisionVault](/compare-wealthcounsel-intake-vs-decisionvault): Compare the WealthCounsel intake form to DecisionVault — customization, ongoing input, and integrations.

## Integrations

DecisionVault connects to popular case management and document drafting tools used by estate planning attorneys.

- [All Integrations](/integrations): Overview of all case management and document drafting integrations
- [Actionstep](/integrations/actionstep)
- [Clio](/integrations/clio)
- [Smokeball](/integrations/smokeball)
- [HubSpot](/integrations/hubspot)
- [Lawcus](/integrations/lawcus)
- [Lawmatics](/integrations/lawmatics)
- [MyCase](/integrations/mycase)
- [PracticePanther](/integrations/practicepanther)
- [LEAP](/integrations/leap)
- [Zoho](/integrations/zoho)
- [WealthCounsel](/integrations/wealthcounsel)
- [Interactive Legal](/integrations/interactive-legal)
- [Lawgic](/integrations/lawgic)
- [Gavel](/integrations/gavel)
- [HotDocs Advance](/integrations/hotdocs-advance)
- [Formstack](/integrations/formstack)

## Company

- [About](/about): The story behind DecisionVault
- [Security](/security): SOC 2 Type II compliance, encryption, and infrastructure security details
- [Consultants](/consultants): Directory of implementation consultants who can help firms integrate DecisionVault with the different tools in their stack

## Resources

- [Contact](/contact): Get in touch with the DecisionVault team
- [Knowledge Base](https://support.decisionvault.com): Documentation, guides, and self-service support
- [API Specification](https://api.decisionvault.com): DecisionVault API reference and specification