Revolutionizing Estate Planning Client Intake: How DecisionVault Integrates with LEAP for a Better Workflow

Estate planning attorneys face a complex set of challenges when managing client intake. From collecting large amounts of client data to ensuring that family member and beneficiary details are accurate, the process is often time-intensive and prone to manual errors. These inefficiencies slow down workflows and introduce risk into estate planning efforts.

Enter DecisionVault — a powerful client intake solution designed specifically for estate planning attorneys. When combined with LEAP’s all-in-one legal software—featuring capabilities like document automation, cloud-based access, and efficient drafting—DecisionVault creates a connected, end-to-end workflow. This integration eliminates manual data entry, enhances the client experience, and ensures client details are always up-to-date.

What is DecisionVault?

DecisionVault is a centralized, cloud-based client intake portal designed to simplify and streamline the intake process for estate planning attorneys. It allows clients to provide their information directly through an online portal, which can be accessed and updated by attorneys, paralegals, and clients alike.

Key Features of DecisionVault

Customizable Questionnaires: Tailored intake forms help attorneys gather the most relevant client details.
Financial Intake Tools: Clear, structured formats allow clients to provide financial information, reducing the need for follow-ups.
Client Portal Access: A centralized hub enables clients, attorneys, and paralegals to view and update data, maintaining accuracy at all times.
With DecisionVault, estate planning firms can eliminate paper forms, long email chains, and manual data transfers, setting the stage for more efficient workflows.

Enhanced Client Intake with LEAP Integration

Powerful on its own, DecisionVault achieves even greater efficiency and functionality when integrated with LEAP. This integration connects client intake directly with case management and document drafting, creating a unified experience for attorneys and clients alike.

Here’s how it works: When a client completes their intake process in DecisionVault, their information syncs directly with LEAP. Attorneys can link this data to an existing LEAP matter or create a new one—all without manual data entry. Once the matter is established, client details are immediately accessible for use in templates and document drafting, such as wills, trusts, or power of attorney forms.

This connection significantly reduces the time attorneys spend on data collection, improves accuracy, and speeds up drafting workflows.

Key Benefits of Using DecisionVault with LEAP

Improved Client Experience

The DecisionVault portal empowers clients to update their details on their own schedule. Family member information, decision-maker roles, and beneficiary details can be revised at any time, ensuring attorneys always have access to the most accurate data.

This approach creates a better overall experience, giving clients a sense of control while reducing the number of follow-up communications typically associated with intake.

Automated Data and Contact Syncing

Manual data entry is a significant bottleneck in client intake, but the DecisionVault and LEAP integration eliminates this challenge.

Automated Contact Syncing: Client intake data automatically populates LEAP contact records as it’s submitted.
Matter Creation Flexibility: Attorneys can link intake data to an existing matter or create a new one in LEAP.
Continuous Updates: Attorneys can sync new client information, such as updated addresses or phone numbers, ensuring records stay current.
Error Reduction: By automating data entry, firms minimize the risk of errors or incomplete information in client records.
With accurate, synced data between LEAP and DecisionVault, attorneys spend less time on administrative tasks and more time on legal strategy.

Efficient Drafting through WealthCounsel and LEAP

For estate planning attorneys using WealthCounsel templates within LEAP, the integration with DecisionVault is transformative.

Synced client data from DecisionVault flows seamlessly into WealthCounsel templates, enabling attorneys to quickly draft wills, trusts, and other key documents without re-entering information. This integration prioritizes speed, efficiency, and document quality, allowing firms to produce accurate legal documents faster than ever.

Step-by-Step Workflow: From Intake to Drafting

Client Completes Intake in DecisionVault
The client logs into the portal and provides essential details about their family, beneficiaries, financials, and decision-makers. They can log in anytime to make updates as needed.
Attorney Reviews the Intake Information
Attorneys are notified via email once a client completes their intake. They review the data for accuracy, request updates if necessary, and prepare to sync it with LEAP.
Data Syncs to LEAP
After approval, the intake data syncs directly to LEAP. Attorneys can link this information to an existing matter or create a new one. Client details—including contacts, family members, and decision-makers—are immediately accessible.
Document Drafting with Synced Data
Attorneys access synced client data within WealthCounsel templates in LEAP. This data flows directly into drafting documents like wills, trusts, and powers of attorney, reducing manual entry and saving time.

By following this workflow, attorneys eliminate duplicative data entry, reduce administrative burdens, and ensure every matter starts with complete, accurate client information.

Transform Your Estate Planning Workflow with DecisionVault

Estate planning is a complex practice area where client intake plays a pivotal role. The combination of DecisionVault and LEAP offers estate planning attorneys a modern, efficient way to manage client data. From intake to document drafting, every step is optimized to save time, reduce errors, and improve client satisfaction.

By integrating DecisionVault with LEAP, attorneys can focus less on administrative work and more on delivering high-value client service. Ready to see how this integration can transform your practice? Book a demo today and experience the difference.

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