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.
Categories & Use Cases
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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.
