# DecisionVault
> Automated intake for modern estate planning.

Canonical page: https://marketplace.smokeball.com/partners/decisionvault
Marketplace: Smokeball
Last updated: 2026-08-18
Logo: https://assets.partnerfleet.app/dsw22y5jwcafmr9h6fx7qvhmyo1c

## At a glance
- I want to...: [Engage my clients](https://marketplace.smokeball.com/t/type/engage), [Intake](https://marketplace.smokeball.com/t/type/engage/intake), [Work more efficiently](https://marketplace.smokeball.com/t/type/do), [Estates](https://marketplace.smokeball.com/t/type/collect/estates)
- Select a region: USA
- Website: [decisionvault.com](https://decisionvault.com/)

## Call to actions
- **Contact** — submit the contact form on https://marketplace.smokeball.com/partners/decisionvault
- [Visit Website](https://decisionvault.com/)

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

## Screenshots
- [DecisionVault (video)](https://www.youtube.com/watch?v=T0M-JGYsHy4)
- ![DecisionVault](https://assets.partnerfleet.app/35psgzuidif0ivffko8vfu6e2i5s)
- ![DecisionVault](https://assets.partnerfleet.app/2q5vtw0r3hxa1t66871j0bfufbog)
- ![DecisionVault](https://assets.partnerfleet.app/awrsbcczszqs0uwlnylxagnflh03)

## Features
- **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.

## Permissions
- Matter Info — Pull from Partner — Intake Info