DecisionVault

01/11/2026

We're back in Orlando this week for the 60th Annual Heckerling Institute on Estate Planning 🌴 🤩

Still using fillable PDFs? Hard to get clients to provide inputs?

Let you clients fill in an online questionnaire instead, and sync the info over to 20+ other legal tech tools at the touch of a button.

(drafting with your own templates? We got you covered now too - drop by to learn more)

Find us at booth #300, right across from the registration desk.

04/01/2025

I'll be presenting DecisionVault at Shenkman Law's webinar, this Thursday, April 3rd!

Martin Shenkman, a renowned estate planning attorney, is doing a series of webinars on legal technology and this Thursday's session is on solutions designed to modernize estate planning practices. I'm honored to present DecisionVault alongside three other innovative tools:

• Estateably for Estate Administration
• EstateView for Estate Planning Calculations
• FP Alpha for Estate Plan Analysis
• DecisionVault to streamline client intake

📅 Mark your calendar: Thursday, April 3, 1pm PT / 4pm ET
📌 Topic: Estate Planning Software for Your Toolkit
🔗 Register here: https://attendee.gotowebinar.com/register/8892964840475796315

This is part of a 5-part tech series for estate planners:
- 3/20 - Cybersecurity
- 3/27 - Outlook Tips and Demo
- 4/3 - Estate Planning Software for Your Toolkit
- 4/10 - Remote Work
- 4/17 - Estate Planning Forms Modernization
Watch the replays of the prior sessions here: https://shenkmanlaw.com/webinars/

01/28/2025

We commonly hear subscribers say "I don't use the platform to it's fullest ability" - so this will be the first of a series of quarterly office hours to go over what's new in DecisionVault, how it can help you and how to set things up.

Upcoming webinar: "Get more out of DecisionVault - how to use the latest features"

Mar 11 @ 11am PT / 2pm ET

For this first edition we'll go over how to:

- Let DecisionVault fill in your PowerPoint diagrams
- Mark questions as "important" to nudge clients to give an answer
- Create document request links to let people upload files without logging in
- .. and answer any other burning questions you have!

The session will be recorded and a copy will be sent to all who registered.

Register here:
https://us06web.zoom.us/webinar/register/WN_d2u5H2O5RIeNFMngCcq-bg

01/12/2025

We're excited to be at the 59th Annual Heckerling Institute on Estate Planning in Orlando this week! 🌴

If you're tired of manually re-entering client data across different platforms, stop by to see how we're helping estate planning attorneys save hours per matter by automatically syncing client information across 20+ legal tools.

Find us at booth #300, right across from the registration desk.

06/10/2024

How does the intake of DecisionVault compare with the built-in intake forms in MyCase?

In this video we show how you can gather information from your clients with DecisionVault and sync it over into MyCase (and your other legal tools).

We show how DecisionVault can gather information over time, can capture all the contacts on a matter easily and do financial intake.

MyCase - Legal Practice Management Software

In this video we'll show the difference between using the built-in intake forms in MyCase, versus using DecisionVault for your intake and syncing the info ov...

06/03/2024

How does the intake of DecisionVault compare with the forms in Clio Grow?

In this video we show how you can gather information from your clients with DecisionVault and sync it over into Clio Manage (and your other legal tools).

We show how DecisionVault can gather information over time, can capture all the contacts on a matter easily and do financial intake.

Clio - Cloud-Based Legal Technology

In this video we'll show the difference between using the built-in intake forms in Clio Grow, versus using DecisionVault for your intake and syncing the info...

03/28/2024

Discover what can be done when you combine DecisionVault's intake with Gavel's advanced document automation!

This integration is a game-changer for Estate Planning attorneys, enabling them to automate their templates with ease. Watch this demo to see how DecisionVault's questionnaire and Gavel's automation capabilities work together.

Gavel

See how you can push information captured on your DecisionVault questionnaire over to Gavel to generate documents.To learn more about DecisionVault and how i...

03/25/2024

Discover how DecisionVault "Diagram Merge" can help you fill your PowerPoint templates with information entered by the client on the questionnaire.

A quick overview of the DecisionVault Diagram Merge functionality - which lets you fill your own PowerPoint diagrams with information gathered on the Decisio...

03/21/2024

DecisionVault integrates with HotDocs Advance! Transfer client data seamlessly to eliminate redundant data entry.

See how you can push information captured on your DecisionVault questionnaire over to Hotdocs Advance to generate documents.To learn more about DecisionVault...

03/18/2024

Learn how to automate document creation in Lawcus using client data from DecisionVault. Discover how to set up custom fields, map those fields, add the field codes to a Word template, and generate documents effortlessly.

Lawcus

This video shows an beginning-to-end example on how to automate a document in Lawcus - using information gathered from the client with DecisionVault.We show:...

03/14/2024

Learn how to automate document creation in Clio Manage using DecisionVault data. Set up custom fields, field mappings, and generate Word Documents and PDFs easily.

Clio - Cloud-Based Legal Technology

This video shows an beginning-to-end example on how to automate a document in Clio Manage - using information gathered from the client with DecisionVault.We ...

01/03/2024

Join us at the 58th Annual Heckerling Institute on Estate Planning!

DecisionVault is back as a sponsor and exhibitor in Orlando next week.

Come find us at booth #300 - right across from the registration desk - to learn more about how we help Estate Planners like you add more automation to their practice!