DecisionVault
- 1Runs onAndroid, API, iOS, Web
- 2Costsfree trial · paid from $83/mo
- 3Client intakeYes
- 4Document assemblyYes
- 5API accessYes
- 6Audit logsYes
- 7Single sign-onYes
Overview
DecisionVault is a client intake and data-gathering tool for estate planning law firms. Clients use a portal to enter family details, assets, beneficiaries and other information on their own time. Firms can customize financial intake and export responses to Microsoft Excel, or use questionnaire information to populate Microsoft Word templates and PowerPoint diagrams. DecisionVault syncs client-entered information to legal tools and lists integrations for case management and CRM, estate services, drafting platforms, document automation, its Developer API, MCP server and Zapier. Authentication includes two-factor authentication with a six-digit authenticator-app code; audit logs and single sign-on are also listed. DecisionVault says data is encrypted in transit and on disk, hosted in a dedicated US Aptible stack and backed up nightly. It says it completed a SOC 2 Type II audit and provides the report upon request. Plans include all firm users without per-seat charges and allow multiple questionnaires. Annual-billed plans start at $83.00 USD per month, with a 14-day trial and no free plan. Listed platforms are Android, iOS, web and API.
Who it is for
DecisionVault is for estate planning firms that collect client information and use it to prepare documents or sync data with legal tools. It suits firms that want plans covering all users without per-seat charges.
What is good
- Clients can complete intake through a portal.
- Questionnaire data can populate Word and PowerPoint files.
- Plans include all firm users without per-seat charges.
- Lists two-factor authentication, audit logs and single sign-on.
What to know first
- No free plan is listed.
- Annual-billed plans start at $83.00 USD per month.
- Exceeding matter limits can trigger a tier upgrade.
Verdict
DecisionVault links client intake to document generation and legal-tool integrations. Compare the matter limits with expected intake volume, since sustained overages can move an account to a higher tier.
DecisionVault plans and pricing
All plansCompared on legal workflow automation software
- Free plan
- Nodecisionvault.com
- Client intake
- Yesdecisionvault.com
- Document assembly
- Yesdecisionvault.com
- API access
- Yesdecisionvault.com
- Audit logs
- Yesdecisionvault.com
- Single sign-on
- Yesdecisionvault.com
Facts
- Purpose
- DecisionVault is a client intake and data gathering tool for estate planning law firms.decisionvault.com · 2 Oct 2026
- Financial intake
- The customizable financial intake exports to Microsoft Excel.decisionvault.com · 2 Oct 2026
- Document generation
- DecisionVault can populate Microsoft Word templates and PowerPoint diagrams with questionnaire information.decisionvault.com · 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 · 2 Oct 2026
- Security
- DecisionVault says it completed a SOC 2 Type II audit and makes its report available upon request.decisionvault.com · 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 · 2 Oct 2026
- Authentication
- The service offers two-factor authentication using a six-digit code from an authenticator app.decisionvault.com · 2 Oct 2026
- Users and questionnaires
- Plans include all firm users without per-seat charges and allow firms to create multiple questionnaires.decisionvault.com · 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 · 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 · 2 Oct 2026
- Support
- Customers can contact support through the in-app support button or at [email protected].decisionvault.com · 2 Oct 2026
- Audience
- DecisionVault automates and integrates client intake information with the tools and platforms estate planning attorneys use to manage their practice.decisionvault.com · 2 Oct 2026
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Sources
- decisionvault.com· checked 2 Oct 2026
- decisionvault.com/product-tour/· checked 2 Oct 2026
- decisionvault.com/integrations/· checked 2 Oct 2026
- decisionvault.com/security/· checked 2 Oct 2026
- decisionvault.com/pricing/· checked 2 Oct 2026
- decisionvault.com/about/· checked 2 Oct 2026