DecisionVault is a client intake and data-gathering tool for estate planning law firms. Clients can enter family details, assets, beneficiaries, and other information through a portal at their own pace. Firms can customize financial intake and export responses to Microsoft Excel, or use questionnaire information to fill Microsoft Word templates and PowerPoint diagrams. The service syncs client-entered information with legal tools and lists integrations for case management and CRM, estate services, drafting platforms, document automation, its Developer API, MCP server, and Zapier. It offers two-factor authentication using a six-digit authenticator-app code, audit logs, and single sign-on. DecisionVault says data is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly; its SOC 2 Type II audit report is available on request. Plans include all firm users without per-seat charges and allow multiple questionnaires. Annual-billed plans include Solo at 83.00 USD per month, Lite at 165.00 USD per month, and higher tiers; a 14-day trial is listed, with no free plan. Platforms listed are Android, iOS, web, and API.
Who it is for
DecisionVault suits estate planning attorneys seeking to collect client information and connect it to tools used to manage their practice. Its plans include all firm users without per-seat charges.
What is good
- Clients enter information through a portal on their own time.
- Financial intake exports to Microsoft Excel.
- Questionnaires can populate Word templates and PowerPoint diagrams.
- Plans include all firm users without per-seat charges.
- Offers a 14-day trial.
What to know first
- No free plan is listed.
- Solo is limited to 10 matters started monthly.
- Exceeding specified matter limits can trigger a tier upgrade.
Verdict
DecisionVault connects client questionnaires with document creation and legal-tool integrations for estate planning practices. Firms should review the matter limits and tier-upgrade terms alongside the listed annual-billed pricing.
DecisionVault plans and pricing
All plansCompared on legal workflow automation software
- Free plan
- No
- Client intake
- Yes
- Document assembly
- Yes
- API access
- Yes
- Audit logs
- Yes
- Single sign-on
- Yes
