How does the Client Decisions Summary work?
After a client has filled in the questionnaire and submitted it to you, and after you have had a design meeting with them - some attorneys choose to send the client a summary of the gathered information and how their plan is supposed to work; before they sync the information to their draft platform and start drafting the plan.
DecisionVault can export such a summary document - below are the steps.
- Add the proposed roles
- Add any specific gifts
- Build up the summary of how the plan will work
- Export the Client Decision Summary
- Customize the templates for next time
1. Add the proposed roles
Since DecisionVault keeps close track of the contacts on a matter you can use that information on the Matter Details - Roles Tab to sort the people on the matter into their roles:
2. Add any specific gifts
On the Matter Details - Plan Summary tab you can then capture any specific gifts:
3. Build up the summary
Here you can also build up the description for how the estate is supposed to be distributed. To speed this up you can build up a set of reusable snippets / templates that can be inserted by clicking the green (+) button from below the text editor.
4. Export the Client Decision Summary
Now you can export the document from the export menu:
This will generate a Word document that has the Roles, as well as the Specific gifts and the "Plan Summary" language you chose to include:
5. Customize the templates
You can customize the reusable templates from the Settings - Customization - Templates screen: