DecisionVault is a flexible platform for managing client intake and legal data. Although it lacks some tools like scheduling, attorneys can tailor intake forms for precise client details. DecisionVault streamlines workflows minimizes errors, and boosts efficiency with robust integrations and user-friendly tools, helping legal professionals save time and work smarter.
DecisionVault Specifications
Document Management
Client Portal
Mobile Access
Compliance & Security Features
What Is DecisionVault?
DecisionVault is a powerful client intake and data management platform for attorneys and law firms. It simplifies information gathering with customizable forms, ensuring accuracy and security while integrating with advanced legal tools. It is built to improve workflow efficiency, minimize manual entry, enhance collaboration, and systemize legal processes. Furthermore, DecisionVault empowers legal professionals to focus on delivering excellent services while effortlessly maintaining organized, structured client data.
DecisionVault Pricing
The DecisionVault cost ranges in the following plans:
- Solo: $99/month (up to 10 matters per month)
- Lite: $199/month (up to 30 matters per month)
- Standard: $299/month (up to 60 matters per month)
- Advanced: $499/month (up to 120 matters per month)
- Professional: $899/month (up to 250 matters per month)
- Enterprise: Custom pricing for more than 250 matters per month (Contact for details)
Disclaimer: Prices are subject to change.
DecisionVault Integrations
DecisionVault integrates with several apps, such as:
Who Is DecisionVault For?
DecisionVault serves primarily estate planning attorneys seeking to streamline their client intake processes. It is also successfully used by attorneys, paralegals, assistants, and clients to input data collaboratively, enhancing workflow efficiency.
Is DecisionVault Right For You?
DecisionVault is a reliable prime option if you are in the legal profession and an estate planning attorney intending to simplify client intake and data management. DecisionVault software systemizes workflows and enhances collaboration among attorneys, paralegals, and assistants while integrating with powerful legal tools. If you are looking for efficiency, accuracy, and better client experiences, DecisionVault is worth a try.
Still unsure about DecisionVault? Contact our support team guide you by calling us at (661) 384-7070.
DecisionVault Features
The feature provides a user-friendly portal that works smoothly on mobile. It helps clients to return anytime to update details, like adding new people discussed in meetings, ensuring accuracy and flexibility.
See How It WorksDecisionVault simplifies financial data collection with an easy-to-use and customizable intake process. It also allows seamless exports to Microsoft Excel for better organization and analysis.
See How It WorksThis essential feature compiles client responses, tracks drafting decisions, and enables note-taking during meetings. Thus, the software helps professionals stay organized and make informed legal decisions efficiently.
See How It WorksWith this feature, users can instantly transfer client data to other legal tools, eliminating manual re-entry. Furthermore, it helps professionals focus on their work instead of repetitive data entry.
See How It WorksThe software assists users in personalizing their questionnaires and creating additional ones structured to different practice areas, ensuring a customized intake experience.
See How It Works