Streamline Your Estate Planning Practice
DecisionVault
DecisionVault's simplified intake platform is now integrated with LEAP, enabling you to sync your estate planning intake contacts to your matters for use in templates, including those accessed through the WealthCounsel integration in LEAP. DecisionVault offers fully customizable questionnaires, financial intake, and enhanced client experience, keeping everything in one central location.
Automated Intake for Modern Estate Planning
Key Benefits of Using DecisionVault
Already a current LEAP user?
Learn more about automated intake for your estate planning law firm.
Integrate DecisionVault with LEAP
Optimize your client intake process with practice management and experience the benefits of automation, accuracy, and streamlined workflow management today!