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).
Connect to your CRM, Case Management System and Draft Platform.
Frequently Asked Questions
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Does DecisionVault replace my CRM / Case Management tool?
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.
Can clients securely upload documents through DecisionVault?
Yes, as part of the intake clients can upload documents for your review.
Can I share files with clients through the platform?
Yes, you can share files with your clients (e.g. draft documents or a scan of the final executed
Are there limits to the document upload/sharing functionality?
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.
Can my clients fill in the questionnaire from their mobile device?
Yes, the client experience works great on mobile
How do clients receive the link to complete the DecisionVault questionnaire?
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
How do we handle clients who do not use computers or smartphones?
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.
Does DecisionVault support two-factor authentication?
Yes, we support two-factor authentication with codes generated through smartphone apps like Google
Authenticator, Microsoft Authenticator or Authy.
Plans & Billing
Do I need to put in my credit card to try out DecisionVault?
No, our trials are fully functional and do not require a credit card.
What happens after the free trial ends?
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.
What happens if I go over the amount of matters included in my plan?
We recognize that demand for your services fluctuates throughout the year. Accordingly, we will average
the 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
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
Should a subscriber on the Professional plan exceed 720 new matters within a 6 month period, we'll contact
the firm with next steps.