DecisionVault
Gather information from your clients once, sync it to all your legal tools.
What is DecisionVault?
Let your clients fill in the DecisionVault questionnaire – then sync the contacts in full detail over to Actionstep and your other legal tools in seconds.
What can you do with Actionstep and DecisionVault?
- Swap your fillable PDF for a nicer client experience that can take in all the contacts in a client’s life, and do a full financial intake.
- Sync contacts to Actionstep, your draft platform, and other tools. Export the financial information as Excel.
- DecisionVault supports having multiple questionnaires, so you can use this for Estate Planning, Probate, and Business Law.
What are the requirements to use this integration?
Subscription/cost: After a 14-day free trial, accounts start at $99 per month.
Actionstep permissions: Can integrate themselves.
Native/iPaaS requirements: N/A
How do you get started?
To set up and learn more about using this integration, please contact DecisionVault.
720-706-7234