Pricing
Pays for itself with time saved on data re-entry and administration.
Monthly
Annual
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
Does DecisionVault replace my CRM / Case Management tool?
Features
Can clients securely upload documents through DecisionVault?
Can I share files with clients through the platform?
Are there limits to the document upload/sharing functionality?
Can my clients fill in the questionnaire from their mobile device?
How do clients receive the link to complete the DecisionVault questionnaire?
How do we handle clients who do not use computers or smartphones?
Does DecisionVault support two-factor authentication?
Plans & Billing
Do I need to put in my credit card to try out DecisionVault?
What happens after the free trial ends?
What happens if I go over the amount of matters included in my plan?
Do you have support available?