Stop Double-Entry.
Start Drafting.
You don’t just need an intake portal. You need a data bridge. We engineer DecisionVault to connect your Lawmatics CRM directly to your drafting engine, cutting drafting time by 90%.
The Data Chaser
Your paralegals spend hours digging through messy legal pads trying to decipher notes just to begin drafting a document.
The Typist
Your team manually copies client data from your CRM into a clunky intake PDF, and then re-types it again into WealthCounsel or Gavel.io.
The Panicker
You find yourself frantically reviewing and printing documents as the client is actively walking in the door for their signing meeting.
The Visionary
You are ready to leverage technology to look highly skilled, incredibly organized, and in total control of your firm’s output.
The Copy/Paste Liability
Without a structural connector, data gets lost in translation. Copying and pasting client information between systems isn’t just a waste of unbillable time—it is begging for expensive mistakes. We eliminate the manual transfer.
The Architecture of Preparedness.
We don’t just set up an account; we build a pipeline. DecisionVault is the crucial link that transforms Lawmatics from a CRM into a complete practice management ecosystem.
The Design Sheet Protocol
During client meetings, the attorney uses a highly structured Design Sheet inside DecisionVault. It organizes the meeting, asks the right questions in the right order, and automatically syncs all data to your drafting tool.
Direct-to-Draft Output
Whether you use Gavel.io or WealthCounsel, the data flows seamlessly. Hit “draft,” and complex legal documents are ready for review and edits days before the client arrives.
The White-Glove Paradox
A common fear is that giving clients a portal makes them feel like they are doing the firm’s work. The reality is the exact opposite.
The “Save & Return” Experience
Unlike a massive PDF that must be completed in one sitting, the DecisionVault portal allows clients to work on their data little by little. It removes the overwhelming commitment, leading to faster completion times.
More Time For Humans
Because your team is no longer spending hours re-typing data or deciphering notes, they have the bandwidth to provide true “white-glove” service, hand-holding the client through the process if they get stuck.
Automated efficiency doesn’t diminish custom legal work; it enhances it. Structured data entry ensures nothing is missed, allowing the attorney to focus solely on high-level strategy.
Questions We Get Asked
Do I really need this if I already have Lawmatics?
Yes. Lawmatics is brilliant at intake and automation, but it is not a drafting engine. DecisionVault is the essential bridge that connects your CRM data to the final document assembly phase.
Do you support WealthCounsel?
While we don’t directly manage WealthCounsel subscriptions, we absolutely build the data link. If your firm uses WealthCounsel, we engineer DecisionVault to push the client’s design sheet data directly into their platform for drafting.
How does this impact my paralegals?
It eliminates their most frustrating tasks. Instead of hunting down missing info or reading messy handwriting, they receive clean, structured data directly into the drafting software. It makes their jobs significantly easier.
How do clients know when to fill out the portal?
Because we integrate DecisionVault with Lawmatics, your CRM handles all the follow-ups. Automated reminders guide the client through milestones, ensuring the forms are completed on time without your staff lifting a finger.
Connect Your Tech Stack.
Stop settling for disconnected software. Let Ettinger Tech build the bridge between intake and drafting.
Schedule Your Discovery Call