DecisionVault
by DecisionVault
By LegalTechMag EditorsLast verified
Visit DecisionVault ↗- Pricing
- Not disclosed
- Rating
- Not yet rated
- Best for
- Estate planning firms
Strengths
- Purpose-built estate-planning client intake portal — not a generic legal intake tool
- Guided questionnaires capture family, beneficiary, and asset inventory at clients' own pace
- Asset inventory exports to Excel — practical for attorneys reviewing complex estates
- Integrates natively with MyCase and other practice management platforms
- Authored their own 'Estate Planning Software Landscape' overview — shows domain depth
Limitations
- Intake-only: no document drafting or assembly — must pair with WealthCounsel, Gavel, or similar
- Pricing not confirmed from public snippets — requires trial or sales inquiry
- Narrower scope than all-in-one tools; adds another vendor to manage
- Smaller review footprint than WealthCounsel or Gavel — harder to benchmark peer experience