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DecisionVault

Tekpon Score
9.4

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

    DecisionVault

  • Located In

    United States

  • Website

    decisionvault.com

Starting from:

$99 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool has four plans. Lite for 99 USD, Standard for 199 USD, Professional for 349 USD, and Enterprise.

  • 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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  • Clio

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  • Smokeball

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