Pricing
Pays for itself with time saved on data re-entry and administration.
billed annually
/ month
billed monthly
up to 20 matters started per month
billed annually
/ month
billed monthly
up to 50 matters started per month
billed annually
/ month
billed monthly
up to 120 matters started per month
What's included
Multiple questionnaires
Create as many as you need for the different areas of your practice.
All your firm users
Add your staff with their own user accounts (we don't charge by the seat).
Integrations
Connect to your CRM, Case Management System and Draft Platform.
Frequently Asked Questions
Can't find the answer you're looking for? Send us a message.
Getting Started
DecisionVault is designed to work alongside your Case Management System and Draft Platform.
It provides you with an intake portal to gather information from your clients, which is done in such a way that you can export it or sync it over to your other tools in seconds.
The result of this is a better experience for your clients, and reduced administrative workload of manually re-entering data in all your systems.
Features
Yes, as part of the intake clients can upload documents for your review.
Yes, you can share files with your clients (e.g. draft documents or a scan of the final executed documents).
While there are no overall limits to the storage of files that are saved under your account there is a reasonable limit to the file size of individual files.
Yes, the client experience works great on mobile
There are 2 ways to get the client into the questionnaire:
1) Send them a 'standard' link
Each of your questionnaires has a standard link that is not client specific. You can include that link in the email template you send out to welcome new (potential) clients, and when they click the link they're asked to create an account and then can get started on the questionnaire
2) Create the matter and invite the client to it
You can also start the matter yourself - for instance to fill in any information you already know about an existing client - and then send the client an invitation to complete the rest of the questionnaire.
You can still have clients fill in your questionnaire on paper, and then enter the information into DecisionVault. That way you keep all the information in one place, and only need to enter it once and can sync it to your other tools.
Yes, we support two-factor authentication with codes generated through smartphone apps like Google Authenticator, Microsoft Authenticator or Authy.
Plans & Billing
No, our trials are fully functional and do not require a credit card.
If after 14 days you decide not to upgrade to a paid plan, we will freeze your account. This means any captured information and uploaded files by your clients will be unavailable.
If you want us to re-activate your trial you can reach out to support@decisionvault.com
We recognize that demand for your services fluctuates throughout the year. Accordingly, we will averagethe number of new matters started per month over a 6 month rolling period.
Should a subscriber on a Lite plan exceed 120 new matters within a 6 month period, they will receive a notification and be upgraded to the Standard plan 30 days later, or on their next renewal, whichever comes earlier.
Should a subscriber on a Standard plan exceed 300 new matters within a 6 month period, they will receive a notification and be upgraded to the Professional plan 30 days later, or on their next renewal, whichever comes earlier.
Should a subscriber on the Professional plan exceed 720 new matters within a 6 month period, we'll contact the firm with next steps.
Yes, you can reach our support team through through the support button in the app or at support@decisionvault.com