DecisionVault
DecisionVault: A focused intake and document automation platform with API access and usage-based plans. Ranked #16 of 23 in Legal Workflow Automation Software by our editors (7.5/10); pricing: 14-day trial; best for teams needing intake and document automation APIs.
At a glance
- Editor score7.5 / 10
- Pricing14-day trial
- Best forTeams needing intake and document automation APIs
- Free planNo
- Paid from$83/mo
- Client intakeYes
- Facts checked21 Sep 2026
Where it wins
- Custom questionnaires, client portals, uploads, and financial intake
- Public API with API-key and OAuth2 authentication
- Integrations with legal, document, CRM, and automation tools
Where it doesn't
- No free plan is available
- Plans use annual billing and matter-volume limits
- Workflow coverage is narrower than broader legal platforms
Our verdict on DecisionVault
DecisionVault is a client intake and data-gathering platform for estate planning law firms. It gives clients a portal for personal, family, beneficiary, asset, and financial information, while firms customize questionnaires, review matter data, collect documents, and export or synchronize information with legal tools. Its feature set also includes Word-template and PowerPoint-diagram population, document automation connections, activity tracking, two-factor authentication, and public API access.
Pricing is organized by firm usage rather than user or seat. The Solo plan costs $83 per month with annual billing and supports up to 10 matters started per month. Lite costs $165 per month for up to 30 matters, Standard costs $249 for up to 60, Advanced costs $415 for up to 120, and Professional costs $749 for up to 250. Enterprise offers custom pricing for more than 250 new matters per month. A 14-day trial is available, while there is no free plan. The matter-based structure suits firms that can estimate intake volume, but the annual billing requirement and monthly matter caps should be considered before choosing a tier.
DecisionVault fits workflows that need structured intake data to move into legal systems and document automation tools. Integrations include LEAP, Smokeball, Gavel, Formstack Documents, HotDocs Advance, and Zapier, while the API supports API-key and OAuth2 authentication. The activity feed tracks matter changes and events, adding visibility to workflow activity. Firms seeking an estate-planning-focused intake and automation layer should find the scope relevant; teams needing broader legal workflow coverage may prefer a platform with a wider focus.
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DecisionVault pricing
All 6 DecisionVault plans and prices →
DecisionVault fact sheet
| Free plan | No |
|---|---|
| Paid from | $83/mo |
| Client intake | Yes |
| Approval routing | Not verified |
| Matter task management | Not verified |
| Document assembly | Yes |
| API access | Yes |
| Audit logs | Yes |
| Single sign-on | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA, SSO/SAML |
| Support | Email, Live chat, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 6 integrations: LEAP, Smokeball, Gavel, Formstack Documents, HotDocs Advance, Zapier See all → |
| Pricing | 14-day trial (source) |
| Website | decisionvault.com |
| Facts checked | 21 Sep 2026 |
DecisionVault integrations
DecisionVault lists 6 integrations on its own site.
- LEAP
- Smokeball
- Gavel
- Formstack Documents
- HotDocs Advance
- Zapier
See all DecisionVault integrations →
Alternatives to DecisionVault
- LawcadiaBroad legal workflow coverage for enterprise teams that need configurable controls.8.9
- CheckboxA broad legal operations platform with strong automation and contact-sales pricing.8.8
- Mitratech TAPA configurable platform for auditable legal intake, approvals, documents, and workflow analytics.8.7
See all DecisionVault alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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