DecisionVault Reviews
DecisionVault is best suited for solo practitioners and small estate planning firms that need a structured client intake solution with basic secure storage capabilities. In…
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Review summary
Based on expert research and editorial evaluation
DecisionVault is best suited for solo practitioners and small estate planning firms that need a structured client intake solution with basic secure storage capabilities. In addition to intake, it offers a vault for storing client documents and information, giving firms a centralized place to collect and retain data.
That said, the platform is primarily built around one-time intake. Its functionality is fairly straightforward, and ongoing updates can be cumbersome. Any changes typically require sending and completing a new form rather than updating individual assets or plan details dynamically. Over time, those limitations become more noticeable for firms managing evolving client estates.
Pros:
● Labor Savings: Data re-entry work drops to near zero. You save 1–2 hours per matter.
● Improved Accuracy: Structured questions catch gaps that free-form forms miss, ensuring you get better information.
● Pre-Consultation Trust: Clients fill out one thorough form and feel that you understand their situation before they even walk through the door.
● Reduced Partner Oversight: Partners spend significantly less time reviewing incomplete or messy intake data, allowing them to focus on high-level planning.
Cons:
● Limited Post-Intake Updates: Once a client completes their intake, you cannot simply add or update assets. Any changes require resending the entire form, which can be frustrating for clients and time-consuming for staff.
● No Digital Asset Support: Modern estate planning often involves crypto, online accounts, or other digital assets. DecisionVault does not accommodate these, so you’ll need another solution to manage them securely.
● Pricing Can Add Up: The per-matter pricing model can become expensive for higher-volume firms.
● Integration Setup: Syncing with your case management system is not automatic. Expect one to two weeks of configuration to get everything working reliably.
● Security Limitations: Sensitive data is stored in standard cloud storage rather than offline or cold storage. There is no built-in long-term encrypted storage for passwords, crypto keys, or other high-risk assets.
Reasons for switching to DecisionVault:
DecisionVault is solid if your sole goal is to standardize how clients submit their initial intake information. It limits re-entry errors, ensures consistency, and integrates with case management platforms like Clio, MyCase, or LEAP and drating solutions like WealthCounsel and Gavel. For simple client intake, it works well.
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Headquarters:
Sheridan, Myoming•
Product Name:
DecisionVault•
Product Tagline:
Automated intake for modern estate planning•
Product Pricing:
Matter-based ($83-$749/month based on volume)•
Security Compliance:
SOC 2 Type II, HIPAA•
Mobile Access:
Mobile-Responsive Web App•
Industry Recognitions:
N/A•
Employees:
Solo Practitioners and Small Estate Planning Firms•
Data Storage:
Cloud•
Documentation Available:
Knowledge Base, Tutorial Videos, FAQs•
Support Available:
Email Support, Weekly Office Hours•