DecisionVault

DecisionVault is an estate-planning intake service that turns client answers into financial exports and assembled documents. It is best suited to firms that want intake connected to their existing legal tools, rather than a general-purpose practice-management system. The main trade-off is clear: no per-seat fees, but matter-based caps and annual billing on the priced plans.

Overview

Clients enter family, asset, beneficiary, and other information through a portal when it suits them. Firms can then carry those answers into Excel, Word templates, PowerPoint diagrams, and connected legal tools. That link between collection and downstream work is the product’s strongest case; practices that need a broader system to manage the entire firm should look elsewhere.

DecisionVault focuses on estate-planning law firms. Its integrations cover case management and CRM, estate services, drafting platforms, document automation, the Developer API, an MCP server, and Zapier. That breadth gives firms several ways to connect intake to their existing workflow, though the practical fit will depend on the tools they already use.

Key features

Intake and document assembly

Clients can provide detailed information through the portal, and firms can customize financial intake for Microsoft Excel export. Questionnaire information can also populate Microsoft Word templates and PowerPoint diagrams. This is useful when the firm wants intake answers to support financial review and document preparation, rather than remain in a standalone form.

Integration and controls

DecisionVault syncs client-entered information with legal tools, and offers API access, audit logs, and single sign-on. Two-factor authentication uses a six-digit code from an authenticator app. The maker says the service has completed a SOC 2 Type II audit, with the report available on request; it also says data is encrypted in transit and on disk, hosted in a dedicated US Aptible stack, and backed up nightly.

All firm users are included without per-seat charges, and firms can create multiple questionnaires. Saved files have no overall storage cap, although individual files have a reasonable size limit. Support is available through the in-app button or by email.

Pricing

Every priced plan is billed annually and limits how many matters may be started each month. The tiers are most useful when a firm can estimate its intake volume: the included users and questionnaires do not rise by seat, but the matter allowance does.

Solo: $83 a month (billed annual), up to 10 matters started per month. A fit for a solo practice with modest monthly intake.

Lite: $165 a month (billed annual), up to 30 matters started per month. It triples Solo’s allowance for a firm whose intake exceeds ten matters.

Standard: $249 a month (billed annual), up to 60 matters started per month. This doubles Lite’s cap for a busier practice.

Advanced: $415 a month (billed annual), up to 120 matters started per month. It suits firms with substantially higher monthly intake.

Professional: $749 a month (billed annual), up to 250 matters started per month. This is the highest published-volume tier.

Enterprise: custom pricing for firms starting more than 250 new matters each month.

There is no free plan, but a 14-day trial offers a way to assess the workflow before committing. Matter volume deserves close attention: if a subscriber exceeds six times its plan’s monthly new-matter limit during a rolling six-month period, the account moves to the next tier under the timing set for annual or monthly billing. Firms near a cap should factor that rule into their expected spend.

Platforms

DecisionVault supports Android, iOS, and web, as well as an API. This combination covers client and firm access across mobile and browser environments while giving firms an integration route for connected systems.

Who it's for

Estate-planning firms that want clients to submit information on their own time, then reuse it in financial exports, document assembly, and connected legal software, are the natural audience. Firms with multiple users may particularly value the absence of per-seat charges. It is less compelling for practices outside estate planning or firms that want a single, general-purpose system to manage practice operations.

Pros and cons

Pro: Questionnaire answers can feed Excel exports, Word templates, and PowerPoint diagrams, reducing the divide between intake and document work.

Pro: All firm users and multiple questionnaires are included without per-seat charges, which avoids seat-based cost growth.

Pro: Integration options include legal-tool categories, an API, an MCP server, and Zapier, offering several routes into an existing workflow.

Con: The published plans are annual and have matter caps, so firms with uneven or growing intake need to budget around volume rather than headcount.

Con: Sustained overages can trigger an upgrade, making the entry price a poor guide for a practice that regularly exceeds its tier.

Alternatives

MatterFit is worth considering for firms that want a no-cost, 60-day pilot with up to three users, Clio integration, intake scoring, override tracking, an outcomes dashboard, and direct founder support. It is a more limited stated starting point than DecisionVault’s document-generation and broader integration focus.

BriefBox offers a free-to-sign-up Core plan and a LaunchPad plan with pricing by request. Choose it for a freemium option if that model is the priority.

Litify is a paid alternative with Android, iOS, web, API, and extension platforms; its listed law-firm plan describes annual subscription pricing in a maker PDF, without a stated price.

Openfront Law Firm is a freemium option with a self-hosted platform, API, and web access.

PerfectLaw DMS offers webDMS subscription and on-premises plans, with the subscription plan including 200 GB of storage.

Docassemble is a free, self-hosted option for teams willing to handle hosting, which typically costs $10–$40 per month or more depending on performance, availability, and support needs.

MatterSuite Matter Intake is a paid alternative with a free trial and features including client and matter intake, team-triggered conflict checks, matter lifecycle management, and timekeeping and expense capture.

Lawmatics is a paid alternative with a free trial; its Essential plan includes 500 contacts, intake, lead management, calendaring, custom forms, e-signature, SMS, and task management.

Browse the broader Legal Workflow Automation Software category to compare more options.

Verdict

DecisionVault is a strong fit for estate-planning practices that want client intake to flow into documents and established legal tools, especially when firm-wide access matters more than per-seat pricing. Choose it for that focused workflow and wide integration surface; look elsewhere if your practice needs broader practice management or your intake volume makes annual matter caps hard to predict.