Getting started with DecisionVault
Welcome to DecisionVault. This checklist walks a new firm from an empty workspace to the first client invitation. Each step has a detailed guide in this Help Center, so search for the step's name when you want the full walkthrough with screenshots.
1. Set up your firm profile and branding
Go to Settings > Firm to fill in your firm information and upload your logo under Branding. Your logo appears on the client portal and in the emails your clients receive, so this is worth doing first.
2. Invite your team
Under Settings > Firm > Users you can invite the attorneys and staff who will work in DecisionVault. Regular users can view questionnaire responses and client documents; Firm Admins can also change settings, customize questionnaires, and manage users.
3. Customize your questionnaire
Go to Settings > Customization and open the questionnaire you want to adjust. You can reword questions, hide sections you do not need, add custom questions and conditional sections, set up roles, and tailor the financial intake. The default questionnaires are a solid starting point, so customize gradually rather than all at once.
4. Review your client emails and notifications
Under Settings > Firm > Email Templates you can adjust the automatic emails clients receive, and under the notification settings you control what your staff gets notified about. The defaults work well if you want to skip this on day one.
5. Create a test matter and try it yourself
Add a matter with a recognizable test name, open the questionnaire from the Matter Details screen, and fill it in as if you were the client. This is the fastest way to see what your clients will experience and to spot anything you still want to change.
6. Connect your other tools
Go to Settings > Integrations to connect your case management, drafting, or automation tools. See the Integrations overview article for everything DecisionVault connects to.
7. Invite your first client
Open the matter, go to the Client Users tab, enter the client's name and email, and click Send Invite. The client receives an email with a secure link to create their account and start the questionnaire.
Frequently Asked Questions
Do I need to finish all of this before inviting a client?
No. Steps 1, 3, and 7 are the essentials. Branding, team invites, email templates, and integrations can all be added later without affecting existing matters.
Is there someone who can help us get set up?
Yes. Reach out to support@decisionvault.com, and there is also a directory of independent consultants who help firms customize DecisionVault for their practice.