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DecisionVault Reviews & Product Details

DecisionVault is an intake portal solution for estate planning attorneys. With DecisionVault, the attorney (or their staff) is no longer forced to re-type client contact & asset information into several systems. The client works through the questionnaire at their own pace, entering information about themselves, their children, and other relatives, answering additional questions and filling in the inventory of assets. Then, the attorney can export the information in a couple of different ways, and sync over the contacts in full detail to their Case Management tool or Draft Platform at the touch of a button.

Seller

DecisionVault

Discussions

DecisionVault Community

Languages Supported

English

Product Description

DecisionVault eliminates the repetitive manual data handling work from Estate Planning legal practices. It provides a secure and customizable client intake portal that helps capture information from clients in a structured way - so the attorney can use that information and sync it with their other legal tools.

Overview by

Wouter IJgosse

Pricing

Pricing provided by DecisionVault.

DecisionVault

$99

Month

DecisionVault

$990

Year

View More Pricing Information

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DecisionVault Media

The first step for the client is to create an account, which safeguards their information and makes it possible for them to log back in and provide more information on contacts, assets and upload more files later on in the process.

The main menu of the questionnaire the client works through.

The client can easily build up an inventory of their assets - which can be exported to MS Excel (see next screenshot)

DecisionVault Demo - Asset Sheet Excel Export

The asset inventory can be exported as a MS Excel sheet, making it easy to create funding instructions or checklists.

The matter and contacts can get synced with other legal tools (case management or draft platform).

DecisionVault Demo - Multiple Questionnaires

DecisionVault allows you to create additional questionnaires - either to be filled in by a representative on behalf of someone, or by the person themselves - allowing you to handle all your client input through the same system.

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UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

9/30/2025

"Clients unable to use the program"

0.5/5

What do you like best about DecisionVault?

Nothing so far since it is not working for us Review collected by and hosted on G2.com.

What do you dislike about DecisionVault?

It is not working for my clients. Paid for a program that has not worked. Stopped using it during the initial trial period, but they still charged us for an entire year! Review collected by and hosted on G2.com.

AH

Angela H.

Administrative Coordinator

Small-Business (50 or fewer emp.)

11/15/2022

"Fairly easy to navigate."

4/5

What do you like best about DecisionVault?

Using the sync options, DV eliminates the need for me to manually enter each contact and their information. It also puts the onus on the client for proper spelling. Review collected by and hosted on G2.com.

What do you dislike about DecisionVault?

I don't use any of the tabs behind "contacts" and "documents". I don't know enough about how to use them to relay instructions to the client. Review collected by and hosted on G2.com.

UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

11/3/2022

"Great Information"

5/5

What do you like best about DecisionVault?

How direct it is. It captures excellent information needed to draft clients' documents. The asset portion is fantastic too. It integrates with WealthCousnsel and is easy to prepare documents Review collected by and hosted on G2.com.

What do you dislike about DecisionVault?

I don't have anything I dislike at the moment. I wish it could make clients use capitalization. Sometimes the clients' put their names in all lower cases, which drives me insane. Review collected by and hosted on G2.com.