There are lots of different tools out there for automating the intake process, but have you found one that works end-to-end seamlessly? This week, Melissa is speaking to the founder and CEO of DecisionVault, Wouter IJgosse. DecisionVault is the intake portal for estate planning practices that helps firms gather information from clients and integrate it with as many tools as possible in the legal tech space.

Tune in today to hear how Wouter got DecisionVault off the ground, and who this portal would be a great fit for. He's sharing how DecisionVault can save you on average of 15 hours a month, why it creates efficiency and ease both for your clients and your internal staff, and how it enables adding automation to your practice.

Get full show notes and more information here: https://www.velocitywork.com/225