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DecisionVault is an intake portal solution for estate planning attorneys. With DecisionVault, the attorney (or their staff) is no longer forced to re-type client contact & asset information into several systems. 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.
Disclaimer: WebCatalog is niet gelieerd aan, verbonden met, geautoriseerd door, onderschreven door of op enige wijze officieel verbonden met DecisionVault. Alle productnamen, logo's en merken zijn eigendom van hun respectieve eigenaren.
