Automate your firm’s client intake process using Gavel. Build customized logic-based questionnaires for your clients and feed them into document templates.
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Display intake questions customized to each client
Attorney creates questions for clients, but:
Attorney creates a workflow questionnaire that can:
Less attorney time wasted hand-holding
Flexible, stress-free experience for the client
Beautiful UI and display of information for the client
Excellent client experience with dynamic, client-friendly design that can be customized with:
Automate what's next for intake data
Generate new documents, leveraging all intake data
Attorney must pull up intake document and manually input information for each new work product
Most powerful document automation software
Drag and drop user interface makes it easy for anyone to set up
Client-facing features, so your clients can answer and complete client intake questionnaires
Free training and customer support via phone, live screenshare, or email
Many integrations, including Clio, Zapier, Microsoft Word, and a public API
Access to template-building automators (“Gavel Experts”) who can create your workflows
Highest level of data security and compliance
Embed videos and images into your workflows to educate your clients
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Create a new workflow for your client intake form
Build out your questions to capture client data
Customize using logic and setting up rules
Select and tag your output documents
Launch your client intake
Questions? Reach out to [email protected]
Our client intake which previously took 1hr+ now takes approximately 15-20 minutes [with Gavel]. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.
Joy E, Paralegal
Before we started using [Gavel], we were manually drafting documents with MS Word, which wasted thousands of hours of employee time. If you need a robust document automation or document assembly tool, [Gavel] may be what you've been looking for.
Verified Reviewer (read more here)
I (and especially our paralegals) are very happy we found [Gavel]. We've saved a ton of time, and it's worth the monthly fee times 1000. Because it creates a web-based app, we've also considered rolling this out as an intake or document generation process for our clients - the interface is clean and mobile-friendly for that purpose, too.
Verified Reviewer (read more here)
About 95% of the data I collect from Clients in the Client intake process is done through these [Gavel] workflows.
Sisu Legal Immigration firm (read more here)
Automating the engagement letter and the Client intake questionnaire process takes less than a day to set up [with Gavel] (and can be done by support staff who knows your process), and it has huge impacts - this automation takes away all the stress and time-crunch of onboarding a new Client (especially if you get a few new Clients in one day).
20 IP Lawyers Insight (read more here)
We’re working on GavelAI, technology that will allow you to upload your documents into Gavel and automatically generate an editable Gavel workflow. We’re always working on ways to improve your practice and expedite the time to build a workflow, and this is just one way we’re delivering on our commitment to you.Stay in the loop with Gavel updates