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DecisionVault
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Streamline your intake, no more typing things over!
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DecisionVault - 2026 Pricing, Features, Reviews & Alternatives


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Last updated: August 2025
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.
Key benefits of using DecisionVault
Contacts sync in full detail, eliminating duplicate data entry of information in several systems, and reducing the risk of errors.
The structured asset intake can be exported as an Excel sheet, making it easy to create funding instructions or checklists.
DecisionVault supports having multiple questionnaires, either filled in by the person themselves or by a representative, so you can use this for Estate Planning, Probate / Trust Administration or Elder Law style intakes.
Starting price
per month
Alternatives
with better value for money
DecisionVault’s user interface
DecisionVault reviews
Overall rating
5.0
/5
2
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend10/10
5
4
3
2
1
2
0
0
0
0
DecisionVault's key features
Most critical features, based on insights from DecisionVault users:
All DecisionVault features
Features rating:
DecisionVault alternatives
DecisionVault pricing
Value for money rating:
Starting from
99
Per month
Flat Rate
User opinions about DecisionVault price and value
Value for money rating:
DecisionVault integrations (8)
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.
Integration rating: 5.0 (2)
“I like the smooth integration of these two systems very much since it improves our ability to handle documents and our legal practice. With DecisionVault's sophisticated document management system and Clio's full practice management capabilities integrated, I can easily sync and retrieve case information, client information, and legal papers. Our operations are streamlined, productivity is increased, and all necessary information is easily accessible in a single, central area thanks to this connection. With Clio and DecisionVault integrated, I can efficiently handle our cases, work with colleagues, and offer our clients top-notch legal services.”

Joseph M.
Senior Engineer
Integration rating: 5.0 (1)
“In order to make my case management and document organizing procedures more efficient, I rely on the seamless interaction between these two systems. The seamless syncing and transfer of case information, client information, and legal documents between PracticePanther's sophisticated practice management capabilities and DecisionVault's cutting-edge document management system is made possible through the connection. My productivity is increased, data consistency is guaranteed, and manual data input or redundant work are no longer necessary thanks to this connection. Together, PracticePanther and DecisionVault enable me to efficiently handle my cases, keep track of crucial dates, and preserve and securely access all pertinent legal papers. It has become an essential component of my legal process, allowing me to offer my clients effective legal services.”

Joseph M.
Senior Engineer
Integration rating: 5.0 (1)
“Integration between Actionstep and DecisionVault is incredibly important for me and my organization. As a user, I find the seamless connection between these two platforms to be highly advantageous in managing our legal workflows and document management. The integration allows me to effortlessly sync data between Actionstep's comprehensive legal practice management features and DecisionVault's advanced document management capabilities. This integration enables me to access and organize case-related documents, contracts, and legal files directly within Actionstep, eliminating the need for separate systems or manual file transfers. It streamlines our legal processes, enhances collaboration among team members, and improves overall efficiency. With the integration between Actionstep and DecisionVault, I can confidently navigate through our legal matters, stay organized, and provide excellent service to our clients. The integration has undoubtedly contributed to our success in the legal field.”

Joseph M.
Senior Engineer
DecisionVault support options
Typical customers
Platforms supported
Support options
DecisionVault FAQs
DecisionVault has the following pricing plans:
Starting from: $99.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of DecisionVault?
DecisionVault has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does DecisionVault support?
DecisionVault supports the following languages:
English
Q. Does DecisionVault offer an API?
No, DecisionVault does not have an API available.
Q. What other apps does DecisionVault integrate with?
DecisionVault integrates with the following applications:
PracticePanther Legal Software, Lawcus, Actionstep, Clio
Q. What level of support does DecisionVault offer?
DecisionVault offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support











