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
DecisionVault provides estate planning attorneys with a streamlined system for gathering, organizing, and integrating client intake information, fully synced with LEAP. This integration enables efficient management of client information, financial data, and decision-making processes, enabling you to focus on delivering exceptional service to your clients while improving overall workflow and efficiency.
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!