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DecisionVault

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(3)3.2/5

DecisionVault does client data gathering and matter tracking for Trust & Estates law firms. Clients enter every person their estate plan will touch and every asset they own in one online questionnaire; whether on a mobile device or on laptop. It keeps gathering information until the firm locks it for drafting, so the deed that turns up three weeks later can be uploaded too. The firm gets each matter's contacts, assets and answers in one place: an asset overview that exports to a formula-filled Excel sheet, a design sheet for the attorney's meeting, and one-button sync to WealthCounsel, Interactive Legal, Clio, MyCase, LEAP and more. Nobody re-enters data twice. Staff track every matter by stage, from invite to signing. Flag what's still missing, and DecisionVault follows up with the client automatically.

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