DecisionVault Overview
Description
DecisionVault is an intake portal for attorneys that replaces the intake forms or fillable PDF they’re currently using. It has a client facing side – the portal, which makes it easy for clients to fill in an online questionnaire. Then on the backend, the attorney can review / use and export this information in several ways – and sync it over to their other legal tools through one of our many integrations. This way we enable data integrations and automations that were impossible before, and firms can pick the stack of tools they want and know they can easily get client data into them.Learning Resources
Videos
DecisionVault in under 2 minutes
Screenshots
Clients create an account - so they can come back in over time to add more info
The asset intake is easy for the client to fill in - and exports directly to Microsoft Excel
Sync the gathered contacts over to 12+ other legal tools through our integrations
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