Decisionvault

Decisionvault is a client intake portal designed specifically for estate planning law firms. It automates the process of gathering client information, allowing clients to enter their details—such as family information, assets, and beneficiaries—at their convenience. This data is then integrated seamlessly into the firm's existing practice management tools, eliminating the need for manual data entry and reducing errors. Decisionvault also enables the direct generation of deliverables, such as funding instructions and plan summaries, from the collected information. Founded in 2020 and based in the United States, Decisionvault integrates with a wide variety of tools, including case management systems, estate services, drafting platforms, document automation systems, payment systems, and various automation tools and APIs. The platform is ideal for estate planning specialists, solo practitioners, and small to mid-sized law firms handling multiple matters monthly.