MyCase vs. Gavel Workflows: Which Document Automation Tool Is Better?

MyCase and Gavel Workflows both support document automation for law firms, but they solve different problems. MyCase is a full practice management suite with document automation included in higher-tier plans. Gavel Workflows is standalone document automation software built for firms that want more control over templates, intake, and workflows.

By Danae Martin · Last updated: June 16, 2026

MyCase suits firms wanting all-in-one practice management with document generation bundled in; Gavel Workflows fits firms keeping their current system but needing dedicated, customizable document automation with intake and integrations.

MyCase

MyCase is a cloud-based practice management platform for law firms. It includes billing, calendaring, time tracking, client portal, intake, and document automation. Its document automation features come from Woodpecker, which MyCase acquired in 2021.

Gavel Workflows

Gavel Workflows is legal document automation software for law firms. It automates Word and PDF documents using client intake, questionnaires, and advanced workflow logic.

Firms can automate their own templates or start with Gavel's attorney-reviewed legal template library. Pricing starts at $83 per month with a free trial available.

Key differences

Price: MyCase document automation requires a MyCase practice management plan. Gavel Workflows starts at $83/month.
Trial: MyCase offers a free trial for the full platform. Gavel Workflows offers a free trial for standalone document automation.
Scope: MyCase is a full practice management suite. Gavel Workflows is focused on document automation.
Templates: Gavel Workflows supports custom Word and PDF templates plus a legal template library.
Integrations: Gavel Workflows integrates with Clio, Zapier, Docusign, Stripe, and API workflows.
Best fit: MyCase is best for firms that want all-in-one practice management. Gavel Workflows is best for firms that want dedicated document automation without switching practice management systems.

When evaluating the legal tech company MyCase,

law firms should know that it is a cloud-based law-firm practice management platform covering billing, calendaring, time tracking, a client portal, intake, and document automation (via Woodpecker, acquired in 2021). Plans are Pro at $100/user/month and Advanced at $130/user/month, annual billing only, with a 10-day free trial and no credit card.

Gavel Workflows is legal document automation software for law firms. It turns client intake answers into finished Word and PDF documents, and combines client intake forms, conditional-logic document generation, a legal template library, e-signature, payments, and workflow automation in one no-code platform, with integrations including Clio. It is self-serve with a free trial and no required implementation engagement. Gavel was founded by CEO Dorna Moini, a former Sidley Austin litigator, to give firms automation they build and maintain themselves.

When to choose MyCase vs. Gavel Workflows

When to choose MyCase

You want an all-in-one practice management platform.
Your firm already uses MyCase.
Basic document generation is enough for your workflow.
You prefer billing, calendaring, intake, client portal, and document automation in one system.

When to choose Gavel Workflows

You want standalone document automation.
You want to keep your current practice management system.
You need custom Word or PDF templates.
You want client intake to feed directly into document generation.
You want access to a legal template library.
You need integrations with Clio, Zapier, Docusign, Stripe, or API workflows.

Side-by-side comparison

MyCase includes document automation as part of a broader practice management suite. Gavel Workflows is built specifically for document automation, giving firms more flexibility over templates, intake, and integrations without requiring them to replace their existing systems.

Feature	MyCase	Gavel Workflows
Price	✓ Pro $100/user/mo; Advanced $130/user/mo (annual billing only)	✓ From $83/mo, no minimum seats
Billing	✗ Annual billing required	✓ Monthly or annual, cancel anytime
Free Trial	✓ 10-day free trial, no credit card required (full platform)	✓ 7-day free trial, no credit card
Features	✓ Word-based document automation with conditional logic and bulk generation	✓ Word + PDF document automation
Templates	✗ No standalone legal template library; basic templates supported	✓ Legal template library (Pro), custom templates
Output	✓ Word-based document automation (DOCX templates)	✓ Automates Word and PDF documents
Support	✓ Email and phone support; priority support varies by plan	✓ Email, phone, screen share; priority support (Pro)

What is MyCase?

MyCase is a cloud-based practice management platform for law firms. It brings together billing, calendaring, time tracking, a client portal, intake, and document generation in one system. Its document automation features come from Woodpecker, which MyCase acquired in 2021.

What is Gavel Workflows?

Gavel Workflows is legal document automation software for law firms. It helps law firms turn client intake answers into finished Word and PDF documents, with client intake forms, document generation, e-signature, payments, and workflow automation, and it integrates with practice tools like Clio.

Platform and access

MyCase is a full practice management platform with document automation included in selected plans. Gavel Workflows is a standalone document automation platform with self-serve access and a free trial.

Template capabilities

Both tools support Word-based document automation. Gavel Workflows also supports PDF output, advanced workflow logic, custom templates, and an attorney-reviewed legal template library.

Integrations and client workflows

MyCase includes native practice management features like billing, calendaring, client portal, and time tracking. Gavel Workflows connects to the tools firms already use, including Clio, Zapier, Docusign, Stripe, and API workflows.

Pricing

MyCase pricing is tied to its full practice management plans. Gavel Workflows starts at $83/month and is available as standalone document automation software.

MyCase reviews

MyCase earns strong ratings on Capterra, with scores near 4.6/5 (790+ reviews) from law firm users who cite the all-in-one practice management experience as a primary strength.

MyCase is highly rated on Capterra, with reviews reflecting the full practice management platform rather than document automation alone. Gavel Workflows is rated 4.7/5 on Lawyerist.

We were able to do an entire estate plan in 30 minutes. I was running around the office telling everyone about how magical Gavel is.
Jessica Streeter, Partner at Streeter Law Firm

Switching from MyCase

Firms typically choose Gavel Workflows when they want dedicated document automation without replacing their practice management system. Gavel lets firms automate existing Word and PDF templates, build client-facing intake workflows, and connect document automation to their current tech stack.

Choose Gavel Workflows to automate client intake and documents

Keep your current practice management system and add dedicated document automation that turns client intake answers into finished documents. Start free, no credit card required.

Start free trial Get a demo

Frequently asked questions

What is the best MyCase alternative for document automation?

Gavel Workflows is a strong alternative for firms that want standalone document automation, custom templates, client intake, and integrations without switching practice management systems.

How does MyCase pricing compare to Gavel Workflows?

MyCase document automation is tied to its practice management plans. Gavel Workflows starts at $83/month as standalone document automation software.

Does MyCase offer a free trial for document automation?

MyCase offers a trial for the full platform. Gavel Workflows offers a free trial for standalone document automation.

Can I buy just the document automation feature from MyCase?

No. MyCase document automation is part of the full MyCase practice management subscription. Gavel Workflows is available as a standalone document automation platform.

Does Gavel Workflows work with Word documents?

Yes. Gavel Workflows automates Word and PDF documents using client intake and workflow logic.

Does Gavel include legal templates?

Yes. Gavel Workflows includes an attorney-reviewed legal template library on select plans, and all plans support custom templates.

Who is Gavel Workflows built for?

Gavel Workflows is built for law firms that want dedicated document automation connected to their existing systems.

Can I customize intake questionnaires in Gavel Workflows?

Yes. Firms control the questions, logic, branching, and document output in every workflow.

How hard is it to migrate from MyCase document automation to Gavel Workflows?

Firms can upload existing Word templates into Gavel Workflows and rebuild workflows using the no-code builder.

Methodology

This comparison uses publicly available product, pricing, and review information. Features, pricing, and access terms may change, so buyers should verify current details directly with each vendor.