For lawyers and law firms specializing in estate planning, DecisionVault serves as a valuable centralized knowledge base for managing client contacts and asset data. It acts as a pivotal link between your law firm and its clients.
Lawcus streamlines this process by directly integrating with DecisionVault's intake portal solution. This integration significantly reduces the repetitive task of information entry, shifting the burden from attorneys to clients. It ensures effortless exporting of client information not only to Lawcus but also to other tools, all accomplished in just one click.
Here's how to set up DecisionVault Integration with Lawcus:
Access your DecisionVault dashboard and navigate to 'Integrations.'
Scroll down and tap Authenticate with Lawcus.
Enter your Lawcus login email and tap Next: Password.
Input your password and click Log in
Click 'Allow' to authorize the integration.
Map Lawcus pipelines to DecisionVault pipelines and save your settings.
Map Lawcus custom fields to corresponding DecisionVault fields to ensure seamless data transfer.