Document Automation
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PRODUCT FEATURES
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1. Create a workflow: a questionnaire to collect client information that will generate your legal document sets.
Here is a workflow that generates an advisor agreement. Try it out!
2. Insert the dynamic fields (aka variables) you want populated in your Word or PDF document sets.
a. Word doc? Install the Word Add-In to get started.
b. PDF? Insert variables on Gavel's platform.
3. Upload your Word or PDF document sets with inserted variables to your workflow.
4. Run the workflow and share the intake questionnaire link.
5. Your document is ready after the questionnaire is completed!




