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DecisionVault Reviews

& Product Details

What is DecisionVault?

DecisionVault is a specialized intake portal designed for estate planning practices. It streamlines the client intake process, making it more efficient and user-friendly. The platform allows clients to easily complete intake work, which can then be swiftly exported or synchronized with a Case Management System or Draft Platform.

The software’s main focus is on simplifying and accelerating the intake process, a critical step in estate planning. By providing a seamless and intuitive interface, DecisionVault enhances the client experience, reducing the time and effort typically associated with legal intakes. This efficiency not only benefits clients but also significantly improves the workflow for legal professionals.

DecisionVault stands out for its ability to connect various legal tools used in practice management. This integration capability ensures that all client information is easily accessible and manageable within the existing legal practice ecosystem. It’s an ideal solution for estate planning professionals looking to optimize their client intake process and integrate it seamlessly with their case management systems.

Found in these Categories

Best For

Estate planning, client intake
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website


Starting from:

$99 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

DecisionVault offers various pricing plans for its services: Lite at $99/month or $83/month when billed annually for up to 20 matters, Standard at $199/month or $165/month annually for up to 50 matters, and Professional at $349/month or $290/month annually for up to 120 matters. There's also an Enterprise plan with custom pricing for over 120 matters per month. Features across all plans include multiple questionnaires, unlimited firm users, integrations, and more.

  • Case Management
  • Version Control
  • Time Tracking
  • Records Management
  • Fee Calculation & Posting
  • Client Portal

Additional Features

  • Practice Management
  • User Interface
  • Legal Tools
  • Efficiency Enhancement
  • Workflow Integration
  • Client Intake
  • Data Export
  • Draft Platform
  • System Sync


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Global Average Score
  • Comprehensive Features

    Decision Vault offers a wide range of document management features, including the ability to upload, categorize, and search for documents easily. This facilitates efficient data retrieval at any moment. The platform also boasts strong version control for tracking and managing document revisions, alongside secure access controls for assigning and restricting access rights to specific files or folders based on user roles​.

  • Efficiency and Integration

    Users have highlighted how Decision Vault has revolutionized document management and team collaboration by streamlining processes and increasing effectiveness. The integration with other products and systems enhances productivity, with notable security measures in place to protect sensitive data​.

  • Client Experience

    By providing a seamless and intuitive interface, Decision Vault enhances the client experience, significantly reducing the time and effort typically associated with legal intakes​.

  • User Interface Design

    Some users feel that while the platform is functional, its user interface could benefit from a more contemporary and visually appealing design. The overall interface design could be made more aesthetically pleasing and user-friendly to enhance navigation through its many sections and features​.


Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

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