--- title: DecisionVault Reviews meta_title: 'DecisionVault Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how DecisionVault works for a business like yours. aggregate_rating: rating_value: 3.2 review_count: 3 scale: '5' date_modified: '2026-06-04' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # DecisionVault Reviews **Vendor:** DecisionVault **Category:** [Other Legal Software](https://www.g2.com/categories/other-legal) **Average Rating:** 3.2/5.0 **Total Reviews:** 3 ## About DecisionVault 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. ## DecisionVault Reviews ### 1. Clients unable to use the program **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about DecisionVault?** Nothing so far since it is not working for us **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! **What problems is DecisionVault solving and how is that benefiting you?** They have not helped us. It has been easy to get a hold of them. ### 2. Fairly easy to navigate. **Rating:** 4.0/5.0 stars **Reviewed by:** Angela H. | Administrative Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **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. **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. **What problems is DecisionVault solving and how is that benefiting you?** It is reassuring to our clients that they are entering their personal information into a secure portal. Also, proper legal names being entered. ### 3. Great Information **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **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 **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. **What problems is DecisionVault solving and how is that benefiting you?** Don't have any problems at the moment. However, the issues our company did have, Decision Vault took care of it asap. They were eager to jump on a zoom call with us. - [View DecisionVault pricing details and edition comparison](https://www.g2.com/products/decisionvault/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-07+19%3A28%3A44+-0500&secure%5Bsession_id%5D=3cdd43d0-9867-4ee2-8d9d-527143e63f63&secure%5Btoken%5D=dd0b167efe96f082bbe020bd0545a889d50f93a852e2b96ff208209ec237d372&format=llm_user) ## DecisionVault Features **Additional Functionality** - Customizable Forms - Customizable Fields - Critical Date Alerts - Document Templates - Forms Automation - Time Tracking - API - Contact Management - AI Copilot - Activity Dashboard - Bankruptcy Case Management - Exemption Management - Calculators - Automatic Backup - Accounting - Electronic Filing - File Management - Document Management - Customizable Reports - Legal Forms Library - Time & Expense Tracking - Invoice Management - Task Progress Tracking - Deadline Management - Document Storage - Task Management - Billing & Invoicing - Expense Tracking - Email Management - Accounting Integration - Activity Tracking - Workflow Management - For Lawyers - Calendar Management - Third-Party Integrations - SSL Security - Reminders - Search/Filter - Alerts/Notifications - Audit Trail - QuickBooks Integration - Data Import/Export - Generative AI - Secure Data Storage - Contact Database - Customer Database - Client Portal - Client Management - Case Management - Payment Processing - Forms Management - Access Controls/Permissions - Trust Accounting - Built-in Accounting - Timer - Records Management - Legal Case Management - Document Generation - Customizable Templates - Communication Management - For Family Law - Reporting/Analytics - Collaboration Tools - Online Intake Forms - Child/Spousal Support Calculations - SMS Messaging - Electronic Signature - State-Specific Forms - Conflict Management - Tax Management - Multi-Currency - Compliance Management - Payroll Management - Bank Reconciliation - Purchasing & Receiving - Accounts Receivable - Purchase Order Management - Reporting & Statistics - Receipt Management - Financial Management - Multi-Location - Credit Card Processing - For Legal Professionals - Audit Management - Quotes/Estimates - Accounts Payable - Expense Claims - Mobile Access - CPA Firms - Income & Balance Sheet - Financial Reporting - Automatic Billing - General Ledger - Legal Risk Management - Approval Process Control - Budgeting/Forecasting - Two-Factor Authentication - Task Scheduling - Staff Calendar - Billable Items Tracking - Status Tracking - Calendar Sync - Court Rules-Based Scheduling - Microsoft Outlook Integration - Niche Application - Distinct Legal Functionality - Specialized or Emerging Capabilities ## Top DecisionVault Alternatives - [Lawbrokr Storefront](https://www.g2.com/products/lawbrokr-storefront/reviews) - 5.0/5.0 (26 reviews) - [Regy](https://www.g2.com/products/regy/reviews) - 4.9/5.0 (14 reviews) - [Termageddon](https://www.g2.com/products/termageddon/reviews) - 4.9/5.0 (10 reviews)