getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

DecisionVault Logo

Streamline your intake, no more typing things over!

Table of Contents

usersusersusers

Is this product right for your business?

Find out with a

DecisionVault - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

DecisionVault overview

What is DecisionVault?

DecisionVault is an intake portal solution for estate planning attorneys.

It sits in between the end-client on one side, and Case Management tools and Draft Platforms on the other side.

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, putting in their own information, children, 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 your other legal tools.

Starting price

99flat rate /
per month

Alternatives

with better value for money

DecisionVault’s user interface

Ease of use rating:

DecisionVault reviews

Overall rating

5.0

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

DecisionVault's features

Features rating:

DecisionVault alternatives

DecisionVault logo

Starting from

99

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
LEAP logo

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Neos logo

Starting from

109

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Litify logo

Starting from

150

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

DecisionVault pricing

Value for money rating:

Starting from

99

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about DecisionVault price and value

Value for money rating:

DecisionVault integrations (4)

Integrations rated by users

We looked at 2 user reviews to identify which products are mentioned as DecisionVault integrations and how users feel about them.

Clio logo
Clio

Integration rating: 5.0 (2)

Not perfect, but it really does work great and takes on a lot of the typical manual work off of us

Verified reviewer profile picture

Cayla F.

Paralegal

Integration rating: 5.0 (1)

Worked ok based upon how the API deployments worked in Panther. We used it as we transitioned from Asana to Panther.

AS

Andrew S.

Attorney

Actionstep logo
Actionstep

Integration rating: 5.0 (1)

This is in progress but it will be the BEST once finished

Verified reviewer profile picture

Holly P.

Partner

Other top integrations

DecisionVault support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support

DecisionVault FAQs

Q. Who are the typical users of DecisionVault?

DecisionVault has the following typical customers:
Freelancers, Small Business, Mid-size Business

These products have better value for money


Q. What level of support does DecisionVault offer?

DecisionVault offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support

Related categories