DecisionVault
One central place to collaborate with your clients on the inputs to their estate plan.
- Industry: Estate & Life Planning (AI-suggested classification)
- Location: Sheridan, Wyoming, United States
- Founded: 2020-09-01
- Website: https://decisionvault.com
Product & Features
- The user-friendly portal operates seamlessly on mobile devices for enhanced client experience.
- Clients can return to add more information after initial meetings.
- Financial intake is customizable and easily exports data to Microsoft Excel.
- Integrated design sheets capture client responses and drafting choices during meetings.
- The product eliminates manual data re-entry by transferring information to other legal tools quickly.
- Users can customize questionnaires and create additional ones for various practice areas.
- DecisionVault populates MS Word templates with data collected from questionnaires.
- It also generates PowerPoint diagrams using information gathered from client responses.
Integration partners
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Frequently Asked Questions
What is DecisionVault?
One central place to collaborate with your clients on the inputs to their estate plan.
What does DecisionVault do?
The user-friendly portal operates seamlessly on mobile devices for enhanced client experience. Clients can return to add more information after initial meetings. Financial intake is customizable and easily exports data to Microsoft Excel.
What category does DecisionVault fall under?
DecisionVault is a legal technology company in the Estate & Life Planning (AI-suggested classification) category.
Where is DecisionVault based?
DecisionVault is based in Sheridan, Wyoming, United States.
When was DecisionVault founded?
DecisionVault was founded in 2020.