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DecisionVault
What it is
DecisionVault is a client intake and information-gathering tool for estate planning law firms. Its portal lets clients submit family details, assets, beneficiaries, and other information at their own pace. Firms can customize financial intake and export it to Microsoft Excel, or use questionnaire responses to populate Microsoft Word templates and PowerPoint diagrams. DecisionVault syncs client-entered information with legal tools and lists integrations covering case management and CRM, estate services, drafting and document automation platforms, its Developer API, MCP server, and Zapier. The service offers two-factor authentication using an authenticator-app code, audit logs, and single sign-on. DecisionVault says data is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly; its SOC 2 Type II report is available on request. Plans include all firm users without per-seat charges and support multiple questionnaires. Annual-billed pricing starts at $83/mo, and a 14-day trial is available; there is no free plan. Matter limits vary by tier, with an upgrade rule when usage exceeds the stated threshold.
For and against
For
- Clients can submit intake information through a portal.
- Financial intake exports to Microsoft Excel.
- Questionnaire data can populate Word and PowerPoint.
- Plans include all firm users without per-seat charges.
- Offers two-factor authentication, audit logs, and single sign-on.
Against
- There is no free plan.
- Pricing starts at $83/mo billed annually.
- Matter limits can trigger an upgrade to a higher tier.
The verdict
DecisionVault connects client intake with document assembly and legal-tool integrations for estate planning practices. Firms should compare matter limits with their expected workload and review the annual billing terms.
Who it suits
DecisionVault is for estate planning law firms that want to gather client information and connect intake with their practice tools. It may suit firms that use Word templates, PowerPoint diagrams, or Excel-based financial intake.
Plans and prices
Solo
up to 10 matters started per month
Read 2 Oct 2026 · decisionvault.com
Lite
up to 30 matters started per month
Read 2 Oct 2026 · decisionvault.com
Standard
up to 60 matters started per month
Read 2 Oct 2026 · decisionvault.com
Advanced
up to 120 matters started per month
Read 2 Oct 2026 · decisionvault.com
Professional
up to 250 matters started per month
Read 2 Oct 2026 · decisionvault.com
Enterprise
Starting more than 250 new matters each month
Read 2 Oct 2026 · decisionvault.com
On the record
- Audience
- DecisionVault automates and integrates client intake information with the tools and platforms estate planning attorneys use to manage their practice.decisionvault.com · read 2 Oct 2026
- Authentication
- The service offers two-factor authentication using a six-digit code from an authenticator app.decisionvault.com · read 2 Oct 2026
- Client intake
- Clients can enter family details, assets, beneficiaries, and other information through a portal on their own time.decisionvault.com · read 2 Oct 2026
- Data protection
- The maker says data is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly.decisionvault.com · read 2 Oct 2026
- Document generation
- DecisionVault can populate Microsoft Word templates and PowerPoint diagrams with questionnaire information.decisionvault.com · read 2 Oct 2026
- Document storage limit
- The pricing FAQ says there is no overall storage limit for saved files, though individual files have a reasonable size limit.decisionvault.com · read 2 Oct 2026
- Financial intake
- The customizable financial intake exports to Microsoft Excel.decisionvault.com · read 2 Oct 2026
- 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.decisionvault.com · read 2 Oct 2026
- Matter limits
- If a subscriber exceeds six times their plan's monthly new-matter limit during a rolling six-month period, the account is upgraded to the next pricing tier under the timing described for annual or monthly billing.decisionvault.com · read 2 Oct 2026
- Purpose
- DecisionVault is a client intake and data gathering tool for estate planning law firms.decisionvault.com · read 2 Oct 2026
- Security
- DecisionVault says it completed a SOC 2 Type II audit and makes its report available upon request.decisionvault.com · read 2 Oct 2026
- Support
- Customers can contact support through the in-app support button or at [email protected].decisionvault.com · read 2 Oct 2026
- Users and questionnaires
- Plans include all firm users without per-seat charges and allow firms to create multiple questionnaires.decisionvault.com · read 2 Oct 2026
