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DecisionVault

Streamline your intake, no more typing things over!

(0)

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DecisionVault Pricing, Features, Reviews and Alternatives

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

DecisionVault product overview

Price starts from

99

Per month

Flat Rate

What is DecisionVault?

DecisionVault is an intake portal solution for estate planning attorneys.

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.

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

Not sure about DecisionVault? Compare it with a popular alternative

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Starting from

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DecisionVault pricing information

Value for money

5.0

/5

1

Starting from

99

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

DecisionVault users reviews

Overall Rating

5.0

/5

1

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10
Rating distribution

5

4

3

2

1

1

0

0

0

0

Common DecisionVault comparisons

DecisionVault logo
Clio logo
DecisionVaultvsClio

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