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Intake & CRM · Software

DecisionVault

Client intake platform focused on estate planning. It collects family, contact, asset and beneficiary information and supports transfer of that information into connected practice and document workflows.

  • Intake & CRM
  • Software
  • Succession, wills & estates
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Verified by The Profession · 13 September 2026

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DecisionVault at a glance

Quick reference · Software

Firm size fit
Estate-planning firms; plans are organised around new-matter volume.
Pricing model
Firm plans based on monthly new-matter volumes, with annual billing options; confirm currency and tax.This detail can change — confirm against the official source before relying on it.

Recorded use cases

For estate-planning practices replacing repeated questionnaires and re-entry of client details, after confirming fit with their jurisdiction and document systems.

Fit

Deployment
Online client intake platform.

Cost

Free trial
14-day free trial advertised.This detail can change — confirm against the official source before relying on it.

Ecosystem

Integrations
Practice and document-system integrations plus developer API; confirm named connector and field coverage.

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Public page: /atlas/intake-crm/decisionvault