Pre-Built Workflows
Gavel launched free, pre-built workflows tailored to specific practice areas and jurisdictions. These workflows are designed to encourage adoption of document automation, especially among small and mid-sized firms.
Some Workflows Include Document Templates
For those pre-built workflows (like the California divorce, probate, and estate planning packages they launched in August 2024), they do include documents. Here’s how it works:
- The workflows come with pre-configured questions, logic, and document templates already built in.
- You can use them as-is — generating ready-to-use documents for clients — or you can customize the workflows and documents to fit your practice’s preferences and jurisdictional nuances.
- Gavel designed these to help lawyers get up and running quickly with automation, especially for high-volume or form-heavy areas like family law, probate, and estate planning.
PDF Automation
Gavel released a new product enabling users to automate fillable PDF forms. This feature allows for the creation of intake questionnaires that automatically generate documents like court and government forms, streamlining processes that traditionally required manual entry.
Use Existing PDFs
Easily upload your PDF forms and specify which PDF fields you want to automate inside Gavel’s visual PDF editor. Once you or your client(s) fill out the intake form, the PDF will be generated with your desired information.
Visual PDF Editor
With Gavel’s visual PDF editor, you can view your entire PDF side by side with any fields. Connect the fields to variables, set default values, or leave them blank.
Move Data Easily from Intake Forms to PDFs
Automatically generate PDF document sets by pulling data from a Gavel intake form, ensuring formatting is always consistent. Documents are always accurate and error-free because attorney’s rules are used.
Redaction
This platform allows users to collect sensitive data, such as Social Security Numbers, on intake forms, but redact that information on the document that is generated. Which means that the information is still retained but will not appear in the document.
Custom Development
Gavel can help get a user’s forms and templates up on their system with its Automation Specialist program. This is particularly useful for busy firms who don’t have time to set up hundreds of templates.
Server Location Choices
Set up a server anywhere in the world to comply with data security laws in your jurisdiction.
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