DecisionVault - Estate Planning Client Intake

Automated intake for modern estate planning.

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Description

The DecisionVault and Smokeball integration provides estate planning attorneys with a central system for collecting and storing intake information to sync back to Smokeball.

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Estate planning client intake

DecisionVault provides estate planning attorneys with a central system for collecting, storing, and integrating client intake information with existing tools.

Simplified intake

DecisionVault functions as a portal, allowing multiple sources (you, clients, paralegals, and assistants) to add information at any time.

Flexible intake

Questionnaires can be customized to fit the processes of your different practice areas.

Time saving intake

By adding automation to your legal practice, collecting and integrating client information with the other tools you use will go faster and be more accurate.

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