English

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.&nbsp;
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.&nbsp;

Law Firms - 500+ lawyers

Corporate Legal

DecisionVault

Wills and Probate

North America

DecisionVault is a portal to support the intake of work, allowing lawyers to export or sync to a Case Management System or Draft Platform in seconds. DecisionVault helps legal organizations gather information in a client-friendly way and integrate it with other legal tools, bringing automation and organization to what was once a confusing, manual process.

Document Automation

Documents

Template Builder

Reporting

User Questionnaire

Document Preview

External Sharing

Document Suites

Approval Workflows

Collaboration

No-Code Automation

Document Assembly

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