Starting at $99 per month
View PricingOverview
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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Get StartedPricing
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
Product Details
- About
- Integrations
- Competitors
- Tech 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
DecisionVault Video
Watch Watch a demo (6 min)
DecisionVault Integrations
- Clio
- Lawcus
- PracticePanther
- Actionstep
- WealthCounsel
- ElderCounsel
DecisionVault Competitors
DecisionVault Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | North America |
Supported Languages | English |
DecisionVault Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 100% |
Mid-Size Companies (51-500 employees) | 0% |
Enterprises (more than 500 employees) | 0% |