What is DecisionVault?

DecisionVault streamlines the process of gathering client data and managing cases for law firms that focus on Trust & Estates. Through an accessible online questionnaire available on both mobile devices and laptops, clients can conveniently enter information related to individuals and assets that are essential for their estate planning. They have the flexibility to update their details and upload relevant documents until the law firm is ready to proceed with drafting the necessary legal documents.

For the law firm, this system provides a comprehensive overview of each case’s contacts, assets, and client responses, along with the option to export detailed asset information into a formula-driven Excel sheet and develop design sheets for discussions with attorneys. The platform's compatibility with various tools such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allows for seamless integration of data, reducing the need for repetitive data entry across different systems.

Additionally, staff members can track the progress of cases from the initial invitation through to the signing stage, easily spot any missing information, and send out automated reminders to clients for timely follow-ups, which contributes to a consistently smooth workflow throughout the entire process. This organized method not only boosts operational efficiency but also greatly enhances client involvement and overall satisfaction with the services provided. Furthermore, the ability to monitor case status in real time ensures that both clients and law firms remain aligned and informed as matters progress.

Pricing

Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, DecisionVault provides an API

Screenshots and Video

Company Facts

Company Name:
DecisionVault
Date Founded:
2020
Company Location:
United States
Company Website:
decisionvault.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

DecisionVault Categories and Features