DecisionVault
DecisionVault is a cloud-based SaaS platform that automates client intake for estate planning law firms, capturing family, asset, and beneficiary information through a client portal and syncing it to legal tools such as Clio, WealthCounsel, and MyCase. The Wyoming-based company serves solo and small estate planning practices in the US and Canada.
- Company typePrivate
- Founded2020
- HeadquartersSheridan, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What DecisionVault does
DecisionVault is a cloud-based SaaS platform purpose-built for estate planning law firms that automates and streamlines the client intake process. Founded in 2020 by Wouter IJgosse after his wife, an estate planning attorney, experienced hours of manual data entry handling a client with 37 beneficiaries, the company developed a client-facing portal that captures family details, assets, beneficiaries, and other estate planning information through customizable questionnaires. The platform is hosted on Aptible infrastructure in the United States with encryption at rest and in transit, and includes a financial intake module that exports to Excel, document automation for Microsoft Word and PowerPoint templates, a built-in design sheet for consultations, multi-user questionnaire access for spouses and family members, and a REST API with webhooks and Zapier integration. SOC 2 Type II attestation has been completed via KirkpatrickPrice, and the company operates a private bug bounty program through YesWeHack.
DecisionVault generates revenue through tiered monthly or annual subscriptions based on matter volume, with publicly displayed plans ranging from Solo at $83/month (up to 10 matters) to Professional at $749/month (up to 250 matters), plus custom Enterprise pricing for firms exceeding 250 new matters per month; all plans include unlimited firm users and integrations. The company employs a product-led growth motion with 14-day free trials that do not require a credit card, complemented by a sales-assisted enterprise channel, and has built an extensive integration ecosystem of 20+ legal tools spanning case management (Clio, MyCase, Lawmatics, Actionstep, LEAP, Smokeball, PracticePanther), CRM (HubSpot, Lawcus, Zoho), drafting platforms (WealthCounsel, ElderCounsel, Trustate, Interactive Legal, Lawgic), and document automation (Gavel, Formstack, HotDocs). DecisionVault holds SOC 2 Type II attestation, serves estate planning law firms in the United States and Canada from a Sheridan, Wyoming headquarters, and distributes through a 20+ partner Consultants Directory in addition to direct self-serve sign-up.
DecisionVault firmographics
Firmographics- Name
- DecisionVault
- Legal name
- DecisionVault LLC
- Website
- https://decisionvault.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- DecisionVault is a cloud-based SaaS platform that automates client intake for estate planning law firms, capturing family, asset, and beneficiary information through a client portal and syncing it to legal tools such as Clio, WealthCounsel, and MyCase. The Wyoming-based company serves solo and small estate planning practices in the US and Canada.
- Ownership category
- akta.pro rank
DecisionVault industry classification
Industry- Product category
- Legal Practice Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where DecisionVault is headquartered
LocationHeadquarters
- HQ city
- Sheridan
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
DecisionVault business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription SaaS: Monthly or annual subscription plans based on the number of matters started per month. Plans range from Solo ($83/month for up to 10 matters) to Professional ($749/month for up to 250 matters), with custom Enterprise pricing for firms exceeding 250 new matters monthly. All firm users included at no additional seat charge.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Solo - $83/month (annual) / up to 10 matters/month |
| Subscription | Annual | Lite - $165/month (annual) / up to 30 matters/month |
| Subscription | Annual | Standard - $249/month (annual) / up to 60 matters/month |
| Subscription | Annual | Advanced - $415/month (annual) / up to 120 matters/month |
| Subscription | Annual | Professional - $749/month (annual) / up to 250 matters/month |
| Subscription | Multi-year contract | Enterprise - Custom pricing / 250+ matters/month |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
DecisionVault product offering
Product offeringCore offering
DecisionVault is a cloud-based SaaS client intake and data-gathering platform built for estate planning law firms. It provides a secure, mobile-friendly portal where clients enter family details, assets, beneficiaries, and other information on their own time, then syncs that data directly into the firm's existing legal tools (case management, drafting, document automation) via native integrations, REST API, and webhooks. The platform includes customizable questionnaires, an integrated design sheet, document/diagram population, financial intake with Excel export, and FinCEN Beneficial Owner intake for Corporate Transparency Act compliance.
Product overview
DecisionVault is a single unified client data gathering platform for estate planning law firms. The core DecisionVault product serves as the central intake portal where clients enter their information on their own time, including family details, assets, beneficiaries, and financial information. This data then flows directly to the firm's existing legal tools. Key modules include the Client Experience Portal, Financial Intake (with Excel export), Integrated Design Sheet, Document Population (for MS Word), PowerPoint Diagram Population, Custom Questionnaire Builder, and Document Upload/Sharing capabilities. The platform also includes specialized FinCEN Intake Functionality for Beneficial Ownership reporting under the Corporate Transparency Act.
Differentiator
Problem solved
Functional benefit
Products and services
- DecisionVault
Quantifiable outcome
- Hours saved on manual data entry for complex estates (e.g., estates with 37+ beneficiaries)
- +1 more outcomes
Companies that use DecisionVault
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
DecisionVault technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration25 records
Feature7 records
DecisionVault partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered core and minor.
- ActionstepcoreIntegration allowing DecisionVault questionnaire data to sync contacts to Actionstep case management. Actionstep is a cloud-based practice management tool with custom matter types and workflow steps.
- CliocoreIntegration syncing contacts from DecisionVault questionnaires to Clio case management. Requires Clio Essentials or higher plan.
- EstateWorkscoreIntegration syncing matter and contacts from DecisionVault to EstateWorks practice management for estate administration and settlement.
- LawcuscoreIntegration syncing contacts and triggering automations to Lawcus CRM/Case Management. Requires Lawcus Elite plan.
- LawmaticscoreIntegration syncing information and triggering automations to Lawmatics CRM and practice management.
- LEAPcoreIntegration syncing contacts from DecisionVault to LEAP practice management for use with WealthCounsel drafting. AU integration planned.
- MyCasecoreIntegration syncing contacts from DecisionVault questionnaires to MyCase case management.
- PracticePanthercoreIntegration syncing contacts from DecisionVault to PracticePanther case management.
- SmokeballcoreIntegration syncing contacts from DecisionVault to Smokeball practice management (PC Windows application with cloud backend). AU integration planned.
- ZohocoreIntegration syncing contacts from DecisionVault to Zoho CRM as part of the Zoho One suite.
- Interactive LegalcoreIntegration syncing contacts from DecisionVault to Interactive Legal cloud-based drafting solution for estate planning and elder law documents.
- LawgiccoreIntegration allowing search in DecisionVault matters from Lawgic and import of client, spouse, and related contact information for drafting.
- TrustatecoreIntegration syncing matter, contacts, and financial contacts from DecisionVault to Trustate for trust administration.
- WealthCounselcoreIntegration syncing contacts from DecisionVault to WealthCounsel or ElderCounsel drafting platforms. Uses WealthCounsel API (not endorsed or certified by WealthCounsel).
- GavelcoreIntegration pushing DecisionVault captured information to Gavel workflows (formerly Documate) to generate documents.
- ZapiercoreZapier integration allowing automation of tasks in other apps when events occur in DecisionVault, extending workflow capabilities beyond native integrations.
- AptiblecoreApplication hosting provider specializing in sensitive data. DecisionVault infrastructure hosted on Aptible cloud in the United States in a dedicated stack.
- KirkpatrickPricecoreThird-party auditor performing annual SOC 2 Type II audits and penetration testing for DecisionVault security compliance.
- RecurlycorePCI DSS Level 1 compliant payment processor handling all payment processing. DecisionVault does not have access to full payment details (only last 4 digits, card type, expiration).
- Implementation Consultants NetworkminorNetwork of 20+ independent consultants (Beth Kostelnik/Techie PM, Sarah Ostahowski/Defined Success, Michael English/Charted Consulting, Ettinger Tech, LegalEase Marketing, Nuance.dev, LevLegal, Hiring & Empowering Solutions, 2-Hour Lifestyle Lawyer, Bambiz, Carpe Argentum Coaching, Escape Velocity Legal, Automation for Lawyers, Level Up Lawyer, and others) who help estate planning firms implement DecisionVault and optimize workflows.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
DecisionVault competitors and assessment
Company assessmentEmerging players
- Trustate: Trust administration software that receives synced data from DecisionVault; serves adjacent estate/trust administration use cases for the same firms.
Direct peers
- WealthCounsel: Estate planning drafting software used by the same target customers (estate planning attorneys). DecisionVault explicitly compares to 'WealthCounsel Intake' on its website, indicating WealthCounsel is a direct substitute for client intake functionality within an estate planning drafting ecosystem.
- Clio Grow: The native client intake module within Clio's practice management platform, directly competing for the same workflow (estate planning client onboarding) and listed on DecisionVault's own comparison page as a head-to-head competitor.
- MyCase Forms: MyCase's native intake/intake-form feature embedded in its case management system; explicitly compared against DecisionVault on the DecisionVault website, serving the same SMB law firm buyer.
- Gavel (formerly Documate): Document automation platform integrated with DecisionVault that competes in the estate planning document generation layer; competing for the same intake-to-document workflow.
- Lawgic: Estate-planning-specific drafting platform integrated with DecisionVault that offers its own client information handling; targeted at the same estate planning attorney niche.
- Interactive Legal: Cloud-based drafting platform purpose-built for estate planning and elder law; DecisionVault integrates with it, and both serve the same estate planning attorney customer base.
Broad incumbents
- Lawmatics: Legal CRM and intake platform with broader horizontal positioning across practice areas; competes with DecisionVault for estate planning law firm customer acquisition and intake workflows.
- Formstack (Documents): General-purpose document automation and form/intake platform that DecisionVault integrates with; broader and less specialized, but covers overlapping intake-to-document workflows.
- PracticePanther: Established practice management system used by many small law firms that DecisionVault integrates with; competes more broadly but is sold to overlapping SMB law firm buyers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
DecisionVault social profiles
Digital presenceDecisionVault compliance and trust
Trust signalCompliance1 record
DecisionVault financial estimates
Financial estimateRevenue estimate
Valuation estimate
DecisionVault leadership team
Management profileNumber of profiles
Profiles1 record
DecisionVault funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DecisionVault M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DecisionVault
What does DecisionVault do?
DecisionVault is a cloud-based SaaS client intake and data-gathering platform built for estate planning law firms. It provides a secure, mobile-friendly portal where clients enter family details, assets, beneficiaries, and other information on their own time, then syncs that data directly into the firm's existing legal tools (case management, drafting, document automation) via native integrations, REST API, and webhooks. The platform includes customizable questionnaires, an integrated design sheet, document/diagram population, financial intake with Excel export, and FinCEN Beneficial Owner intake for Corporate Transparency Act compliance.
Is DecisionVault a public or private company?
DecisionVault is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was DecisionVault founded?
DecisionVault was founded in 2020. It employs 1 to 10 people.
Where is DecisionVault based?
DecisionVault is headquartered in Sheridan, United States, in the North America region.
How does DecisionVault make money?
One revenue line is on record: subscription SaaS.
Who are DecisionVault's main competitors?
Trustate is listed as an emerging player. Direct peers are WealthCounsel, Clio Grow, MyCase Forms, Gavel (formerly Documate), Lawgic and Interactive Legal. Broad incumbents are Lawmatics, Formstack (Documents) and PracticePanther.
Does DecisionVault have an API?
Yes. DecisionVault provides a Developer API for programmatic access to the platform, as well as webhooks for listening to events that happen in DecisionVault. The API documentation is available at https://api.decisionvault.com/ and https://decisionvault.stoplight.io/. Zapier integration is also available for automating tasks across other applications. Developer documentation is at decisionvault.stoplight.io.
What industry is DecisionVault in?
DecisionVault's product category is Legal Practice Software. Its primary akta.pro industry code is FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 51821 and its SIC code is 7372.