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!
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"Bundle" workflows to generate document sets when your intake forms are completed
With bundles, you can collect your workflows into a group (a “bundle”). E.g. One of our customers built Doss Docs, a mortgage loan documents generator, with Gavel.
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If you would like to give someone access to a bundle, you can share the link with them. Recipients gain access to the workflow questionnaires upon payment.
Clients can save their progress
After starting a bundle's intake questionnaire, clients can create accounts to save their progress and review completed workflows. However, saving progress is optional.
“Love the simplicity of setup and the complexity of opportunities. ”
Michael S.
Michael Smith, Co-Founder and CEO of Smith Barid, LLC
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