DecisionVault

DecisionVault

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Overview

DecisionVault is an entry platform that gathers data in a client-friendly format and automates estate planning. It enables data, once captured, to be reused in a variety of tools, without manual re-entry. It was founded in 2020 and is based in the US. 

DecisionVault integrates with a wide variety of tools - Case Management / CRM systems, Estate Services, Draft Platforms, Document Automation systems, payment systems, and various automation tools and APIs. 

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HEADQUARTERS
US
LANGUAGES
English
REGIONS SERVED
North America
Areas of Use
TARGET AUDIENCE
Law Firms - 500+ lawyers
Corporate Legal
PRACTICE AREAS
  • Wills and Probate
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