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DecisionVault

DecisionVault

Overview

What is DecisionVault?

DecisionVault is an intake portal solution for estate planning attorneys. With DecisionVault, the attorney (or their staff) is no longer forced to re-type client contact & asset information into several systems.The client works through the questionnaire at their own pace,…

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Pricing

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Monthly Plan

$99

Cloud
per month

Annual Plan

$990

Cloud
per year

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://decisionvault.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is DecisionVault?

DecisionVault is an intake portal solution for estate planning attorneys.

With DecisionVault, the attorney (or their staff) is no longer forced to re-type client contact & asset information into several systems.

The client works through the questionnaire at their own pace, entering information about themselves, their children, and other relatives, answering additional questions and filling in the inventory of assets.

Then, the attorney can export the information in a couple of different ways, and sync over the contacts in full detail to their Case Management tool or Draft Platform at the touch of a button.

DecisionVault Features

  • Supported: Online intake portal
  • Supported: Contact sync to other legal tools in full detail
  • Supported: Asset inventory exportable to MS Excel

DecisionVault Screenshots

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.

DecisionVault Video

DecisionVault Integrations

DecisionVault Competitors

DecisionVault Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesNorth America
Supported LanguagesEnglish

DecisionVault Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)100%
Mid-Size Companies (51-500 employees)0%
Enterprises (more than 500 employees)0%
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