Simplify intake for your clients & Automate the data flows in your practice
Let clients fill in your DecisionVault questionnaire, then sync the contacts over to Lawgic to use while drafting. Data collected during the intake can be shared across other platforms you may use in your practice for further efficiency.
The client experience is a portal that the client can come back to over time - to provide you the information that you need.
This means that when additional relatives, decision makers or beneficiaries come up during the meeting - the client can log back in and add their contact details, keeping all information in one place.
DecisionVault integrates with all popular Legal CRM, Case Management, Document Automation tools and Draft Platforms.
Push information over in seconds and save hours on tedious data re-entry.
We also make data available through our Developer API for firms that have bespoke / proprietary systems.
