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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: November 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

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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:

Communication management
Case notes

All DecisionVault features

Features rating:

2-Way messaging
Access controls/permissions
Accounting
Accounting integration
Activity dashboard
Activity tracking
Adaptive learning
AI copilot
Alerts/Notifications
API
Automatic backup
Billable items tracking
Billable & non-billable hours
Billing & invoicing
Calendar integration
Calendar management
Calendar/Reminder system
Case management
Case notes
Client management
Client portal
Cloud
Communication management
Compliance management
Conflict management
Contact database
Contract/License management
Court Records Search
Credit card processing
Cross-system integration
Customer database
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Data import/export
Data visualization
Deadline management
Decision making
Distinct legal functionality
Docket management
Document automation
Document management
Document storage
Document templates
Electronic payments
Electronic signature
Email management
Expense tracking
Financial management
For legal professionals
Full text search
Generative ai
Historical reporting
Interaction tracking
Invoice management
Mobile app
Mobility
Multi-step planning
Natural language interaction
Niche application
Online payments
Patent/Trademark management
Portfolio management
Predictive analytics
Proactive assistance
Reminders
Reporting
Reporting & statistics
Specialized or emerging capabilities
SSL security
Status tracking
Task management
Third-Party integrations
Time & expense tracking
Trust accounting
Two-Factor authentication
Version control
Workflow
Workflow management

DecisionVault alternatives

DecisionVault logo

Starting from

99

Per month

Free trial
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Features
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Customer Support

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Customer Support

Starting from

500

/user

One-time payment

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 (18)

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)

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

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

Training options

Live Online
Documentation
Videos

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

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