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DecisionVault

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What is DecisionVault?

DecisionVault is an intake portal solution for estate planning attorneys.

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Categories & Use Cases

Media

Screenshot of The first step for the client is to create an account, which safeguards their information and makes it possible for them to log back in and provide more information on contacts, assets and upload more files later on in the process.
Screenshot of The main menu of the questionnaire the client works through.
Screenshot of The client can easily build up an inventory of their assets - which can be exported to XLSX (see next screenshot)
Screenshot of The asset inventory can be exported as an Excel sheet, making it easy to create funding instructions or checklists.
Screenshot of The matter and contacts can get synced with other legal tools (case management or draft platform).
Screenshot of DecisionVault allows you to create additional questionnaires - either to be filled in by a representative on behalf of someone, or by the person themselves - allowing you to handle all your client input through the same system.

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Screenshot of The first step for the client is to create an account, which safeguards their information and makes it possible for them to log back in and provide more information on contacts, assets and upload more files later on in the process.

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