Dustin Kane

Tell us a little about yourself.

In March 2022, I began working for AKLean VirtualAssistant LLC, a company focused on supporting small businesses and lawfirms through virtual assistance. I have transitioned to work for anothersimilar company called Techie PM. At Techie PM our primary focus isEstate Planning and Estate Builds, using Gavel and Decision Vault to Gavelintegrations. My work centers around building workflows, automating documents,and streamlining operations using tools like Gavel, Clio, Smartsheet,Notion, Lucidchart, Deciscion Vault and several otherplatforms.

One quote that resonates deeply with my work is:

“The technology you use impresses no one. The experience you create with it is everything.” – Sean Gerety

Creating that experience is what drives my passion for document automation and building solutions that help organizations fully embrace what technology can do for them.

What is your document automation experience?

I’ve been working in Gavel for over two years and was part of the team that built the Gavel Gold Standard Course. Most of my projects have been for law firms, though I’ve also supported a range of small businesses in automating and improving their systems.

I’m currently Gavel Gold Certified and also hold certifications in Smartsheet, Notion and Clio. My experience spans everything from simple form automations to complex, multi-platform workflows.

Can you describe your process for how you build adocument automation workflow?

My process starts with listening — I meet with the client tocapture a clear vision of what they want. Then I begin mapping the data flow, identifying:

• Which document initiates the process
• How information connects to other forms
• Where triggers and conditions are needed
• What outputs must be produced

Once the process is mapped, I begin building and testing. A strong foundation of structure and logic ensures that the workflow is scalable, reliable, and efficient.

What do you think are the most important qualities for a document automation specialist when working with a client?

I live by the core values I carried with me from the Air Force:
Integrity First, Service Before Self, and Excellence In All We Do.

For automation work, this means:

• Listening and understanding the client’s vision
• Mapping out a solution with precision
• Executing with attention to detail
• Ensuring the client is fully trained and confident in using the final product

Ultimately, it’s not about the tools you use — it’s about the experience you create. Success comes when the client feels empowered by the system, not overwhelmed by it.

Certifications & Technical Skills

• Gavel Gold Certification (including helping build the certification standard & test)
• Lean Six Sigma Yellow Belt
• AIGPE Certified Process Mapping Specialist
• Multiple Smartsheet Badges/Certifications
• Proficientin: Word, Excel, Access, PowerPoint, Adobe, Gavel, Smartsheet, Clio, Lucidchart, Woodpecker, HotDocs, Decision Vault, Notion and more

What is your proudest moment (professional or otherwise)?

While working with AKLean Virtual Assistant LLC, I took great pride in repairing or completing builds that were abandoned, broken, or overly complex. These were often projects we inherited with little to no documentation. Unlike building something from scratch, reverse-engineering someone else's work requires patience, insight, and problem-solving under pressure.

Those challenges taught me the most — they pushed me to grow technically and creatively. There’s a special satisfaction that comes from turning something unworkable into a polished, effective solution.

What do you do for fun?

I’m an avid gamer — to the point where a small group of friends and I are building our own game. I also love baking and cooking. My home is filled with nerdy replica weapons, gadgets, and collectibles — it’s basically a small nerd museum.

Most importantly, I’m a dedicated parent. My children keep me busy, grounded, and inspired every day.

Key Note:

Even if Techie PM isn’t the right fit for your build, I encourage you to still set up a time with me. I’d be happy to review what you have and what you’re looking for, and then use my industry connections to help guide you to the right solution. I strongly believe everyone should have access to the tools they need to succeed in today’s ever-changing world of technology.

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