# DecisionVault Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about DecisionVault Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more. Source: https://www.capterra.com/p/228607/DecisionVault --- # DecisionVault Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DecisionVault ## What is DecisionVault? DecisionVault is an intake portal solution for estate planning attorneys. The client works through the questionnaire at their own pace, entering information about themselves, their children, and other relatives, answering additional questions and filling in the inventory of assets. Then, the attorney can export the information in a couple of different ways, and sync over the contacts in full detail to their Case Management tool or Draft Platform at the touch of a button. ## What is DecisionVault used for? [Legal Case Management](https://www.capterra.com/legal-case-management-software/) Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DecisionVault?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.decisionvault.com&name=DecisionVault) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DecisionVault 5.0 (2) VS. [### EsquireTek](https://www.capterra.com/p/252472/EsquireTek/) [5.0 (3)](https://www.capterra.com/p/252472/EsquireTek/#reviews) Starting Price $99 Flat Rate, Per Month Starting Price $299 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 5.0 (3) Value For Money 5.0 (2) Value For Money 5.0 (3) Customer Service 5.0 (2) Customer Service 5.0 (3) ## FAQs about DecisionVault Overview ### What company size and specific industries is DecisionVault built for? DecisionVault is designed for attorneys and law practices, especially those focused on estate planning, probate, and elder law. It suits solo practitioners, small firms, and larger legal teams that handle these practice areas and need a system built around legal client work. Integrations ### Which third-party tools and platforms does DecisionVault integrate with? DecisionVault integrates with 4 third-party legal tools: Actionstep, Clio, Lawcus, and PracticePanther Legal Software. These integrations connect document management with legal practice management platforms, supporting case information, client records, and legal file handling across law firm workflows. Answer based on 1 reviews Talk to an expert ### More questions? Ask our experts Getting Started and Support ### What customer support options does DecisionVault offer? DecisionVault provides email/help desk support, a knowledge base, and phone support. No reviewer feedback is available in the catalog data to describe user experience, response times, or common support frustrations, so the available support channels can only be listed directly. ## Pricing Value for money 5.0 (2) Free Trial Basic $99.00 Flat Rate,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews ## Integrations [ Clio](https://www.capterra.com/p/105428/Clio/)[ PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[ Actionstep](https://www.capterra.com/p/139923/Actionstep/)[ Lawcus](https://www.capterra.com/p/143375/Lawcus/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Cayla F. Paralegal Law Practice ### "Love this program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2025 It is really good. It has changed our process so much and has made it much easier to collect important information from the clients. Pros It is amazing. I love how the clients have to input all the information themselves. Before, I was entering information into our system myself. Cons There are a few fields that I wish could be changed/added in the questionnaire. Almost everything is customizable, but the fixed fields are not. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reasons for choosing DecisionVault DecisionVault offered more of the things we really needed. Client intake was the biggest seller for us, and the fact that clients can continuously go back to the questionnaire and edit. A lot of other programs did not have this feature. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Joseph M. Senior Engineer Civil Engineering ### "Agrxis Review on DecisionVault" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 22, 2023 In my opinion, DecisionVault has revolutionized document management and team collaboration. The platform provides a wide range of tools that have drastically streamlined my process and increased the effectiveness of my team. We no longer have to waste time searching through numerous files and emails because we can now save, organize, and search for documents in a single place. Our productivity has been further increased by the integration with other products and systems we utilize. I feel secure knowing that our information is well-protected because to the impressive security precautions DecisionVault has put in place to safeguard our sensitive data. Even less tech-savvy team members may easily view and share documents because to the user-friendly interface and simple navigation. Pros I have had a wonderful time with DecisionVault. The extensive document management features of DecisionVault are the aspect I enjoyed the best. The platform offers a consolidated and structured method for managing, accessing, and saving all of my critical data and papers. I can upload, categorize, and search for documents using DecisionVault with ease, which makes it tremendously simple for me to find the data I require at any given time. Additionally, the platform provides strong version control, guaranteeing that I can properly track and manage document revisions. Furthermore, DecisionVault offers secure access controls that let me assign access rights and limit them based on user responsibilities to particular files or folders. I feel at ease knowing that my sensitive documents are secure with this degree of control and protection. Cons Although I have had a largely excellent experience with DecisionVault, there is one component that I didn't find as enticing. Although it is functional, the user interface might utilize a more up-to-date and attractive design. Although the platform offers a wide range of features and functionalities, the general interface design could be more aesthetically pleasing and user-friendly. It might be made easier for users to navigate through the many parts and options, which can occasionally feel a little clumsy. Nevertheless, despite this tiny flaw, DecisionVault's document management features are practical and functional, making it a useful tool for efficiently organizing and accessing my information. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.