How to join the Early Access Program

The Early Access Program allows firms to opt in to testing and previewing new DecisionVault features before they are released to all customers. By enrolling, firms get earlier visibility into what is coming next, so teams can evaluate how the new capabilities fit into their workflows and use cases. When new features become available, firms enrolled in the program may be among the first invited to try them, and that early access also creates an opportunity to share practical feedback. This feedback helps ensure the features are refined for real-world usage, and it supports a smoother rollout across the broader customer base.

To enroll in the Early Access Program go to Settings > Firm > Firm Information and toggle on the option at the bottom.

Frequently Asked Questions

Does enrolling turn on new features automatically?

No. Enrolled firms may be among the first invited to try new features and provide feedback when something new becomes available.

Can we leave the program later?

Yes. You can opt in or out at any time with the same toggle, and the setting applies to your whole firm.