DecisionVault
Summary
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. Annual-billed plans start at $83.00 USD per month, and include a 14-day trial; there is no free plan. Platforms listed are Android, iOS, web, and API.
Who it is for
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.
What is 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.
What to know first
- No free plan is available.
- Solo starts at $83.00 USD per month, billed annually.
- Individual saved files have a reasonable size limit.
- High matter volume can trigger a higher pricing tier.
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.
DecisionVault plans and pricing
All plansCompared on legal workflow automation software
- Free plan
- Nodecisionvault.com
- Client intake
- Yesdecisionvault.com
- Document assembly
- Yesdecisionvault.com
- API access
- Yesdecisionvault.com
- Audit logs
- Yesdecisionvault.com
- Single sign-on
- Yesdecisionvault.com
Facts
- Purpose
- DecisionVault is a client intake and data gathering tool for estate planning law firms.decisionvault.com · 2 Oct 2026
- Financial intake
- The customizable financial intake exports to Microsoft Excel.decisionvault.com · 2 Oct 2026
- Document generation
- DecisionVault can populate Microsoft Word templates and PowerPoint diagrams with questionnaire information.decisionvault.com · 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.decisionvault.com · 2 Oct 2026
- Security
- DecisionVault says it completed a SOC 2 Type II audit and makes its report available upon request.decisionvault.com · 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.decisionvault.com · 2 Oct 2026
- Authentication
- The service offers two-factor authentication using a six-digit code from an authenticator app.decisionvault.com · 2 Oct 2026
- Users and questionnaires
- Plans include all firm users without per-seat charges and allow firms to create multiple questionnaires.decisionvault.com · 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.decisionvault.com · 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.decisionvault.com · 2 Oct 2026
- Support
- Customers can contact support through the in-app support button or at [email protected].decisionvault.com · 2 Oct 2026
- Audience
- DecisionVault automates and integrates client intake information with the tools and platforms estate planning attorneys use to manage their practice.decisionvault.com · 2 Oct 2026
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Sources
- decisionvault.com· checked 2 Oct 2026
- decisionvault.com/product-tour/· checked 2 Oct 2026
- decisionvault.com/integrations/· checked 2 Oct 2026
- decisionvault.com/security/· checked 2 Oct 2026
- decisionvault.com/pricing/· checked 2 Oct 2026
- decisionvault.com/about/· checked 2 Oct 2026