The 3 Levels of Practice Automation

The use of automation in estate planning law firms has been steadily increasing in recent years. The technology can do more, and clients are increasingly more willing to interact with it. Whether you use a lot of automation in your practice already or are just getting started – the savvy question to ask is: how do we compare and what more is possible?

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Wouter IJgosse is the Founder of DecisionVault, the intake portal that makes intake effortless for estate planning attorneys.  The idea for DecisionVault came out of trying to help his wife Julia streamline her Estate Planning practice.  Prior he worked as an innovation consultant with startups as well as F500 companies on creating new products and services.  Originally from the Netherlands, he holds a bachelor’s in industrial engineering & Management and Master of Science in Financial Engineering from the University of Twente.  He lives in Denver, Colorado with his wife and two kids.

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