DecisionVault
6.8#10 in legal workflow automation softwareFrom $83 a monthAndroidiOSWebAPI
VisitDecisionVault vs OBE Legal Intake Software
OBE Legal Intake Software
7.4#3 in legal workflow automation softwareFrom $1,400 a monthAndroidiOSWebAPI
VisitWhat both publish
| Fact | DecisionVault | OBE Legal Intake Software |
|---|---|---|
| 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. | Published integrations include two-way synchronization with Clio, Filevine, and Lead Docket, plus Retell AI voice services. |
| Purpose | DecisionVault is a client intake and data gathering tool for estate planning law firms. | OBE captures and qualifies legal claimants, extracts source-cited evidence from documents, and prepares review-ready case files for plaintiff-side law firms. |
| Support | Customers can contact support through the in-app support button or at [email protected]. | Support is described through encrypted Slack or Teams channels, sub-15-minute critical alerts, same-day calibrations, and engineering fixes. |
DecisionVault plans
- Solo$83 a month
- Lite$165 a month
- Standard$249 a month
- Advanced$415 a month
- Professional$749 a month
- EnterprisePriced on request
OBE Legal Intake Software plans
- Managed OBE$1,400 a month
- Fractional Overflow & After-Hours Pod$1,450 a month
- Polanco Dedicated Intake Pod$2,450 a month
- SaaS Platform License$2,499 a month
- Repository Ownership (legacy pricing page)$14,900, paid once
- Single Practice License$29,000, paid once
Pick DecisionVault if…
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.
Pick OBE Legal Intake Software if…
It is intended for plaintiff-side law firms, contingency practices, consumer litigators, and high-volume mass-arbitration teams. It may suit firms seeking configurable intake and document review workflows, while preserving lawyer oversight.