Overview
DecisionVault is a purpose-built client data gathering platform for estate planning attorneys, designed to eliminate the administrative friction of collecting family, financial, and beneficiary information before drafting estate documents. Clients complete a guided interview through a branded online portal, answering structured questions about family members, financial assets, real property, business interests, life insurance, and beneficiary designations. The platform's interview logic is tailored specifically to estate planning — prompting for relevant details attorneys need without overwhelming clients with legal jargon. Completed client data syncs automatically to the firm's CRM, practice management system, and document automation platform, eliminating manual re-entry across systems. DecisionVault integrates with Clio, Wealthbox, Salesforce, and document automation platforms including Wealth Docx and HotDocs. For firms using document automation, the integration means client answers flow directly into template variables — attorneys review and refine rather than re-key client information. The platform is particularly effective for firms offering tiered estate planning packages. Clients who complete the DecisionVault intake before their first appointment arrive prepared, shortening the fact-gathering portion of the initial consultation and allowing attorneys to spend more time on planning strategy. Founded in 2020, DecisionVault is trusted by estate planning solo and small firm practitioners across the US and internationally. Pricing is subscription-based with per-firm plans. A free trial is available. Best for estate planning attorneys who want to modernize client intake without building custom technology.
Pros and cons
Pros
- Purpose-built for estate planning intake — deeper financial/asset features than any general PM tool
- Matter-based pricing with unlimited users — cost scales with workload, not headcount
- Asset intake with Excel export directly supports funding instruction workflow
- One-click contact sync eliminates duplicate data entry across systems
- 14-day free trial, no credit card required
- Mobile-friendly client portal with dual-spouse login support
Cons
- Handles intake only — must be paired with a separate practice management platform
- Not suitable outside estate planning / elder law practice areas
- Solo plan (10 matters/month) may be limiting for growing solo practices
- UI noted as functional but not the most modern design
Pricing
14-day free trial — no credit card required.
Pricing current as of May 2026; verify with vendor before purchasing.
Who it's best for
Best fit for
- Estate planning attorneys at solo and small firms (1–20 attorneys)
- Firms losing hours to manual re-entry between intake forms and drafting/CRM tools
- Practices needing a polished, branded client-facing intake portal
- Firms already using Clio, MyCase, LEAP, or Smokeball wanting clean data sync
Not a fit for
- Firms needing a full practice management platform with billing and time tracking
- General litigation, PI, or transactional practices with no estate planning component
- Very high-volume practices (250+ matters/month) needing enterprise pricing clarity upfront