Product Overview of Gavel
Gavel is a powerful document automation platform designed to transform the way legal professionals manage and generate documents, streamline client intake processes, and enhance overall efficiency in their practices.
What Gavel Does
Gavel is an all-in-one solution for automating legal document creation, client intake, and workflow management. It allows users to turn existing Word or PDF templates into automated workflows, eliminating the need for manual data entry and significantly reducing the time spent on drafting documents. According to user feedback, Gavel can save legal professionals up to 90% of their drafting time and ensure error-proof documents with perfect formatting every time.
Key Features and Functionality
Document Automation
Gavel enables users to automate the creation of legal documents such as letters, contracts, wills, and other legal forms. This is achieved by creating custom web forms that gather relevant data from clients, which is then populated into template documents. The platform supports complex branching and conditional logic without requiring any coding skills.
Client Intake and Data Collection
Users can build mobile-friendly client intake forms with complex logic, allowing clients to enter their data online. This data can be collected, stored, and reused for generating other documents, ensuring that no information needs to be re-entered.
Workflow Builder
The workflow builder allows users to create custom questionnaires, add logic jumps, conditions, calculations, and formatting specifications. These workflows can be shared internally with colleagues or externally with clients, and can even be embedded on a firm’s website.
Data Management and Analytics
Gavel provides robust data management capabilities, enabling users to sort, filter, organize, and store client data securely. The platform also offers analytics to monitor who has completed workflows and track other relevant metrics.
Integration and Security
Gavel integrates with thousands of tools, including Zapier, CRM systems, spreadsheets, and practice management software. It ensures bank-level security with multiple layers of encryption to protect confidential client data.
Customization and Branding
Users can customize the formatting of their documents, including the use of bold and italic text, headings, website links, and multimedia elements. Gavel also supports white labeling, allowing firms to upload their logos, custom fonts, and apply custom CSS to maintain a consistent brand identity.
Advanced Automation Capabilities
The platform supports endless conditional logic, repeating items, and nested repeating items, which can be populated into documents in various formats. This makes it particularly powerful for handling complex legal document workflows.
API and Custom Applications
For tech-savvy users, Gavel offers API integration that allows the creation of custom applications and integrations beyond what is possible with Zapier. This feature is available with the Enterprise plan and enables the development of custom front-end applications with Gavel powering the backend functionality.
Additional Benefits
- Revenue Generation: Gavel allows legal professionals to build and sell online legal services and products, similar to platforms like LegalZoom or TurboTax, by adding a paywall to their workflows or legal apps.
- Client Portal and User Management: Clients can create user profiles, store their information, and edit responses over time. This enhances client engagement and communication.
In summary, Gavel is a comprehensive document automation platform that streamlines legal document creation, client intake, and workflow management, while offering advanced customization, integration, and security features. It is designed to increase efficiency, reduce errors, and generate new revenue streams for legal professionals.