DecisionVault is a client intake and information-gathering tool for estate planning law firms. Clients use a portal to provide family details, assets, beneficiaries, and other information at a time that suits them. Firms can customize financial intake questionnaires and export the responses to Microsoft Excel. Questionnaire information can also populate Microsoft Word templates and PowerPoint diagrams. DecisionVault syncs client-entered information with legal tools. Its listed integrations span case management and CRM, estate services, drafting platforms, document automation, the Developer API, an MCP server, and Zapier. It offers two-factor authentication through a six-digit authenticator-app code, audit logs, and single sign-on. DecisionVault says information is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly; it makes its SOC 2 Type II audit report available upon request. Plans include all firm users without per-seat charges and allow multiple questionnaires. Annual-billed plans range from $83.00 USD per month for Solo to $749.00 USD per month for Professional, with matter limits that vary by plan. A 14-day trial is available, and there is no free plan.
Who it is for
DecisionVault is for estate planning attorneys and firms that gather client information and connect it to the tools they use to manage their practice. It may suit firms that want clients to complete intake through a portal and use their answers in spreadsheets, Word templates, or PowerPoint diagrams.
What is good
- Clients can submit family, asset, and beneficiary details through a portal.
- Financial intake responses can be exported to Microsoft Excel.
- Questionnaire answers can populate Microsoft Word templates and PowerPoint diagrams.
- Plans include all firm users without per-seat charges.
- Offers a Developer API, MCP server, and Zapier integration.
What to know first
- There is no free plan; the 14-day trial is the free access period listed.
- Annual-billed Solo is $83.00 USD per month and permits up to 10 new matters monthly.
- Matter limits vary by plan, and exceeding a stated threshold can trigger an upgrade.
Verdict
Choose DecisionVault if your estate planning firm needs client intake that feeds into legal tools and document workflows. Its portal, questionnaire exports, and document population are the main reasons to consider it. Look elsewhere if you need a free plan or a Solo allowance above 10 matters started per month.
Get started with DecisionVault
- Open the DecisionVault website.
- Start the 14-day trial.
- Choose a plan based on the monthly new-matter allowance your firm needs.
- Create questionnaires for clients to complete through the portal.
- Connect the legal tools or platforms your firm uses.
Limits to know first
The lowest priced listed plan, Solo, costs $83.00 USD per month billed annually and allows up to 10 matters started per month. The pricing FAQ says accounts that exceed six times their plan’s monthly new-matter limit during a rolling six-month period are upgraded to the next tier under the timing described for annual or monthly billing.
Questions about DecisionVault
Does DecisionVault have a free plan?
No. It offers a 14-day trial.
What is the lowest listed price?
Solo costs $83.00 USD per month, billed annually, for up to 10 matters started per month.
Which platforms does DecisionVault list?
It lists Android, iOS, web, and API.
Does DecisionVault integrate with other tools?
It lists integrations for case management and CRM, estate services, drafting platforms, document automation, its Developer API, MCP server, and Zapier.
What security features does it offer?
It offers two-factor authentication, audit logs, and single sign-on. DecisionVault says information is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly.
Are firm users charged per seat?
Plans include all firm users without per-seat charges and allow firms to create multiple questionnaires.
DecisionVault plans and pricing
All plansCompared on legal workflow automation software
- Free plan
- No
- Client intake
- Yes
- Document assembly
- Yes
- API access
- Yes
- Audit logs
- Yes
- Single sign-on
- Yes
