DecisionVault is the established name in estate-planning client intake: a structured client portal that collects a client's information and syncs it to a long list of legal tools. Superforms starts from a different question. Not how many tools can we sync to, but will the client actually finish the intake. We rebuild your existing form into a guided, spoken experience that they complete.
The short version
DecisionVault's strength is integration breadth, a client portal that syncs to 20+ legal tools. Superforms' strength is the client experience: read-aloud voice, plain-language explanations, and your existing PDF rebuilt for you, so long estate intakes get finished. Pick DecisionVault for the widest connector list; pick Superforms when completion is the problem.
DecisionVault is a structured form. Superforms speaks each question, which is what carries an older estate client through a long intake.
Executor, per stirpes, per capita, explained in plain words on tap where they come up, so clients do not stall.
You send the questionnaire you use today and we rebuild it as the guided form. With DecisionVault you build and maintain the forms yourself.
Superforms is adding the same persistent, firm-branded client home DecisionVault offers, on top of the guided experience, so you get the portal and the completion.
| For law firm intake | Superforms | DecisionVault |
|---|---|---|
| Structured intake that syncs to your tools | Yes | Yes, its core strength |
| Reads every question aloud | Yes | No |
| Explains legal terms in plain language | Yes | No |
| Rebuilds your existing PDF for you | Yes, done for you | You build the forms |
| Persistent client home / portal | On the way | Yes |
| Breadth of native integrations | Clio native, more via Zapier | 20+ native |
| Estate-planning focus | Yes | Yes |
| Built for the client's completion | Yes | Standard form |
| Pricing | Flat, from $99/mo | Per firm |
An honest read based on what each product publicly documents. DecisionVault is good at what it is built for; this page is about the specific job of long, complex client intake.
Flat pricing built for a small firm: Solo at $99 a month and Firm at $249 a month, with a custom plan above. Free to preview, you only pay once your form is live for clients, extra intakes are $2 each, and there is no per-seat minimum or long lock-in.
DecisionVault is priced per firm; check their site for current pricing. It positions as a client portal for estate-planning firms, with its value in the breadth of tools it syncs to.
DecisionVault is the established estate-intake portal, and if your priority is syncing client data into the widest possible list of legal tools, it has the head start. Superforms is the experience-first take: it reads the intake aloud, explains the terms, rebuilds your existing form for you, and is adding the same persistent client home, for firms whose real problem is that clients start a long estate intake and never finish. Different bets, same beachhead.
For estate-planning intake, yes. DecisionVault is a structured client portal whose strength is syncing to many legal tools. Superforms focuses on the client experience of finishing a long intake, with read-aloud voice, plain-language explanations, and a done-for-you rebuild of your existing questionnaire, and it is adding the same persistent client home.
It reads every question aloud, explains legal terms in plain language, and rebuilds your existing PDF into the guided form for you rather than making you build it. Those are client-experience features aimed at completion, not just data capture.
Today DecisionVault has the broader native integration list. Superforms is native to Clio and reaches the rest through Zapier and a structured webhook, which covers most of the same destinations.
It is rolling out, on top of the guided intake: a persistent, firm-branded client home a client signs up for from your website. The difference is that ours is built around the guided, spoken experience, not just a form to fill.
If clients not finishing the intake is your pain, and you want it built for you at flat small-firm pricing, Superforms. If you need the widest set of native integrations right now and are fine building your own forms, DecisionVault.
Send us the intake you use today and we will build a guided version for free. You only pay once it is live for your clients.