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DecisionVault Logo

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

The client starts the process by creating an account, so their information is protected, and they can come back into the portal throughout the process to add more information.

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

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 recommend10/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

DecisionVault's key features

Most critical features, based on insights from DecisionVault users:

Reporting & statistics
Third-Party integrations
Client management
Communication management
Document management
Mobile app

All DecisionVault features

Features rating:

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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 (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.

Clio logo
Clio

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.

Verified reviewer profile picture

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.

Verified reviewer profile picture

Joseph M.

Senior Engineer

Actionstep logo
Actionstep

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.

Verified reviewer profile picture

Joseph M.

Senior Engineer

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. What type of pricing plans does DecisionVault offer?

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

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