Pricing

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.

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, you can additional users to have access to the same questionnaire.

Users can also fill in multiple questionnaires using the same account (e.g. Estate Planning, Probate, Business Intake).

And finally - users can seamlessly work with multiple firms using DecisionVault without each firm being aware of this.

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.

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 average the number of new matters started over a 6 month rolling period.

Should the 6 month average of a subscriber on a Monthly plan exceed the amount included in their plan, they will receive a notification and be upgraded to the next pricing tier on their next renewal.

Should the 6 month average of a subscriber on an Annual plan exceed the amount included in their plan, they will receive a notification and be upgraded to the next pricing tier 14 days later, or on their next renewal, whichever comes earlier.

Yes, you can reach our support team through through the support button in the app or at support@decisionvault.com