DecisionVault
DecisionVault is a client intake and data-gathering tool for estate planning law firms.
What DecisionVault is
DecisionVault is a client intake and data-gathering tool for estate planning law firms. Its portal lets clients enter family details, assets, beneficiaries, and other information at their own pace. Firms can customize financial intake and export responses to Microsoft Excel, or use questionnaire information to fill Microsoft Word templates and PowerPoint diagrams. DecisionVault syncs client-entered information with legal tools and lists integrations for case management and CRM, estate services, drafting platforms, document automation, its Developer API, MCP server, and Zapier. The service offers two-factor authentication, single sign-on, and audit logs. DecisionVault says information is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly; its SOC 2 Type II audit report is available on request. Plans include all firm users without per-seat charges and permit multiple questionnaires. Platforms listed are Android, iOS, web, and API.
Good
- Clients enter family, asset, and beneficiary details themselves.
- Financial intake exports to Microsoft Excel.
- Questionnaire data can populate Word and PowerPoint templates.
- Plans include firm users without per-seat charges.
- Offers a 14-day trial.
Watch out
- No free plan is available.
- Individual saved files have a reasonable size limit.
- High matter volume can trigger a higher pricing tier.
Who it suits
It is intended for estate planning attorneys and firms that want clients to submit intake information through a portal and connect it with practice tools. It may suit firms that use Excel, Word, or PowerPoint in their intake and document workflows.
Verdict
DecisionVault focuses on estate-planning intake, with questionnaire exports, document generation, and integrations for legal tools. Firms should consider the annual plan prices and matter limits when choosing a tier.
Plans and prices
From DecisionVault's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $83 a month | up to 10 matters started per month · annual |
| Lite | $165 a month | up to 30 matters started per month · annual |
| Standard | $249 a month | up to 60 matters started per month · annual |
| Advanced | $415 a month | up to 120 matters started per month · annual |
| Professional | $749 a month | up to 250 matters started per month · annual |
| Enterprise | Priced on request | Starting more than 250 new matters each month · Custom Pricing |
The facts
Each one read from DecisionVault's own pages, with the date it was checked.
What it does
- Audience
- DecisionVault automates and integrates client intake information with the tools and platforms estate planning attorneys use to manage their practice.checked 2 Oct 2026
- Authentication
- The service offers two-factor authentication using a six-digit code from an authenticator app.checked 2 Oct 2026
- Client intake
- Clients can enter family details, assets, beneficiaries, and other information through a portal on their own time.checked 2 Oct 2026
- Data protection
- The maker says data is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly.checked 2 Oct 2026
- Document generation
- DecisionVault can populate Microsoft Word templates and PowerPoint diagrams with questionnaire information.checked 2 Oct 2026
- Document storage limit
- The pricing FAQ says there is no overall storage limit for saved files, though individual files have a reasonable size limit.checked 2 Oct 2026
- Financial intake
- The customizable financial intake exports to Microsoft Excel.checked 2 Oct 2026
- Integrations
- It syncs client-entered information to legal tools and lists integrations for case management and CRM, estate services, draft platforms, document automation, its Developer API, MCP server, and Zapier.checked 2 Oct 2026
- Matter limits
- If a subscriber exceeds six times their plan's monthly new-matter limit during a rolling six-month period, the account is upgraded to the next pricing tier under the timing described for annual or monthly billing.checked 2 Oct 2026
- Purpose
- DecisionVault is a client intake and data gathering tool for estate planning law firms.checked 2 Oct 2026
- Security
- DecisionVault says it completed a SOC 2 Type II audit and makes its report available upon request.checked 2 Oct 2026
- Support
- Customers can contact support through the in-app support button or at [email protected].checked 2 Oct 2026
- Users and questionnaires
- Plans include all firm users without per-seat charges and allow firms to create multiple questionnaires.checked 2 Oct 2026
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