DecisionVault

Landed in Austin for #ClioCon 2024!

How does the intake of DecisionVault compare with the forms in Clio Grow? In this video we show how you can gather information from your clients with DecisionVault and sync it over into Clio Manage (and your other legal tools). We show how DecisionVault can gather information over time, can capture all the contacts on a matter easily and do financial intake. Clio - Cloud-Based Legal Technology #LegalTechnology #ClientIntake

We are excited to announce our latest integration: HubSpot. Now, effortlessly transfer client contact information to HubSpot and activate workflows within HubSpot as soon as the client starts on the DecisionVault questionnaire, or submits it. HubSpot #Integration #HubSpot

How does the intake of DecisionVault compare with the built-in intake forms in MyCase? In this video we show how you can gather information from your clients with DecisionVault and sync it over into MyCase (and your other legal tools). We show how DecisionVault can gather information over time, can capture all the contacts on a matter easily and do financial intake. MyCase #LegalTech #ClientIntake

What becomes possible when you combine DecisionVault's intake with Gavel's advanced document automation? In this short demo clip we highlight the capabilities of the integration between DecisionVault and Gavel. This integration is a game-changer for Estate Planning attorneys who are looking to automate their own templates. DecisionVault's powerful questionnaire gathers information in a client friendly way, while Gavel's advanced document automation capabilities ensure that this data can be used to build up complex legal documents. This video shows the integration in action - for a more detailed step-by-step setup example find the DecisionVault + Gavel Setup on our YouTube channel. Gavel #LegalTech #Automation

Discover how DecisionVault "Diagram Merge" can help you fill your PowerPoint templates with information entered by the client on the questionnaire. #EstatePlanning #DecisionVault

DecisionVault can integrate information into HotDocs Advance. The video linked below shows how this works. By transferring client information from the DecisionVault Questionnaire into HotDocs Advance you can automate your own templates and eliminate duplicative data entry. HotDocs by CARET #LegalTech #EfficiencyEnhancement

This tutorial video demonstrates the steps from start to finish on how to automate a document in Lawcus using client information from DecisionVault. It covers setting up customized fields in Lawcus, establishing field mappings from DecisionVault, incorporating field codes into a MS Word Template, and running the document automation to produce a Word document. Lawcus - Legal Practice Management Software

This tutorial demonstrates a step-by-step example of automating document creation in Clio Manage by utilizing client data from DecisionVault. Highlights include: - Configuring custom fields in Clio Manage - Establishing field mappings for seamless data transfer from DecisionVault - Incorporating field codes into a Microsoft Word template - Executing document automation to produce PDF and Word files efficiently. Clio - Cloud-Based Legal Technology #DocumentAutomation #ClioManage

Join us at the 58th Annual Heckerling Institute on Estate Planning! DecisionVault is back as a sponsor and exhibitor in Orlando next week. Come find us at booth #300 - right across from the registration desk - to learn more about how we help Estate Planners like you add more automation to their practice! Heckerling Institute on Estate Planning at the University of Miami School of Law #estateplanning #Heckerling #events #lawevents #law