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Legal Letter Generation Software for Lawyers

Leverage Gavel’s powerful automation capabilities to generate bespoke, effective and 100% accurate legal letters every time.

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Automating Legal Letters

What does it mean to automate legal letters?

Automating legal letters refers to the process of using software or technology to draft letters used in your legal practice. You can use automation technology to:
  • Draft the letter based on your template Microsoft Word or .docx document
  • Automatically insert client-specific information and insert or remove relevant paragraphs based on the matter
  • Perfectly format your documents
  • Pipe information from other systems into an existing letter by integrating tools like Zapier, Clio, or your practice management system (e.g., client name, client address, etc.)
  • Generate custom letters to the following with a click of a button:
    o    Clients
    o    Opposing counsel
    o    Court
    o    Mediators
    o    Court-appointed counsel
    o    Examiners
    o    And more

Automating a Letter with Gavel’s Document Generation Software

Gavel’s powerful document generation software streamlines the letter drafting process so that attorneys can create letters faster and more accurately.
Think of Gavel as an automated letter generator that automates your own templates, ensuring that the output is exactly as desired from your form for letters.
Your internal team can use the Gavel workflow builder to instantly create written communication based on your predefined rules.

Automating Legal Letters: With vs. Without Gavel 

Without Gavel

  • Attorney or legal team pulls a template letter or a letter from a prior case
  • Attorney reviews the template letter and inserts the relevant client and matter information
  • Attorney removes or adds clauses and paragraphs that are relevant to the client
  • Letter and any attachment documents must be drafted one by one
  • Attorney reviews the letter several times to ensure nothing has been missed and to perfect formatting

With Gavel

Attorney sets up the document creation workflow once upfront:

  • Creates a questionnaire to capture the information necessary for drafting the letter
  • Uses information bubbles to help legal team remember how to draft the letter or respond to certain questions (like an automated checklist)
  • Creates various reusable provisions depending on the type of letter (e.g., hourly retainer v. contingency or special rates v. standard rates)

Thereafter, each time the legal team wants to draft this type of letter, dynamic documents are assembled in seconds by entering the client information:

  • The legal documents are automatically populated with the accurate provisions in one click
  • Reduced document review time, because:
    o    Gavel reduces input error by limiting the type of response accepted
    o    Data entry is easy because workflow logic ensures that only the relevant questions are shown to the user
    o    Logic and calculations allow special language to be generated in the document based on attorney-created rules
    o    Multiple documents can be assembled with a single workflow

Why Gavel?

#1 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

How Do I Get Started?

1

Start your free trial

2

Create a new workflow

3

Build out your questions on your workflow

4

Customize using logic and setting up rules

5

Select and tag your output documents

6

Launch your workflows

Questions? Reach out to [email protected], set up a time for support, or watch “How To” videos on Youtube!

FAQs

I already use firm templates and paralegal assistance to assemble my letters. What key features indicate that I should use document generation software to do this for me?

o   Cut Document Drafting Time. Gavel customers report up to 20 hours of time saved in the first week of setting up documents, including their templates. This can allow firms to spend time on more high-value work, take on more clients, and stay competitive and profitable.

o   Error Free Documents. A firm template letter expedites the document drafting process but it does not reduce errors effectively. Misspellings of client names, incorporation of irrelevant provisions and formatting cannot be automatically changed prior to editing a template, like it can be using Gavel. Gavel’s platform allows you to enter data once and fill it into all of the locations in the legal documents. It also respects complex logic rules for inserting/removing clauses and for formatting words and information.

o   No Repeat Data Entry. Gavel’s document generation software integrates with your practice management system (and also has its own Data Manager function) to allow attorneys to pull data directly from a master database into templates to further reduce errors (such as client name, client matter number, jurisdiction, etc.).

o   Use Gavel as a Training Tool for Your Team. Junior associates, the legal team, and business users are often the ones who do the first pass at creating a letter or document from a template. Often, they are overwhelmed with which provisions are necessary and which are uniquely tailored aspects for a particular client. By using Gavel, your legal team can improve business processes and work with the dynamic workflows to understand–themselves–how to tailor document template language for any given scenario.

o   Minimal Review. Because automating documents with Gavel reduces errors upfront (by allowing attorneys to input relevant information once and then using the auto-populate functions), final outputs from Gavel workflows are much more accurate than manual template drafting.

o   Speed Up Onboarding. Using Gavel, you can set up an automated document generation process that anyone on your team can follow to create documents and letters for a client’s matter. These documents can be invoices, contracts, proposals, business documents, services agreements, marketing materials, branded documents or personalized letters.

o   Any Document Format. Whether your templates are Microsoft Word documents or online forms, Gavel supports multiple formats for your generated letters. Both the documents and the questionnaire can be set up using any custom formatting, your organization’s branding elements, and your brand’s voice.

I want to automate the letter writing process, but I don’t have time. Can I hire someone to build it for me? 

Yes! While we pride ourselves on easy software that anyone can use, you have access to Gavel workflow builders (“Gavel Experts”) who can help build your vision for you. Gavel Experts have been vetted for their expertise, critical thinking, quality and efficiency and start as low as $35/hour. They are often law students, paralegals and lawyers themselves.

Does Gavel offer help throughout the building process?

Yes. Gavel’s award winning customer team provides unlimited and speedy support for all customers, regardless of the subscription plan. Contact Gavel via phone, live screenshare, email at [email protected] or even via the Slack community for immediate support. 

Gavel also provides live training and a 24/7 learning center with lesson topics and guides for various aspects of your practice and examples of how other practices and industries are using Gavel.

Do I need any technical background to build on Gavel?

Nope! Gavel is easy to use no matter how much technical knowledge you have.

How much does it cost?

Subscriptions start at $83/mo with a free trial. See what plan is right for you here. 

Reach out to us if you’re a non-profit - we have sliding scales to make sure everyone has access to the platform.

How secure is Gavel?

Security is our primary concern given that we serve primarily legal customers. All customers are set up on segregated encrypted databases. All data centers are managed in accordance with leading data security standards, including SOC 1 - 3, PCI DSS Level 1, and ISO 9001 / ISO 27001. Gavel regularly undergoes third party security and penetration testing and is compliant with local privacy laws and regulations. 

See gavel.io/security for more details.

What Else Can I Automate?

General

  • Engagement Letters
  • Retainer agreements
  • Declarations
  • Points and Authority Memorandums
  • Affidavits
  • Judicial Council Forms
  • Notary Forms
  • Meet and Confer Letters
  • Discovery propounding documents
  • Discovery responding documents

Corporate

  • Share Purchase Agreements
  • Operating Agreements
  • Articles of Incorporations
  • Bylaws
  • Series A Fundraising Documents
  • Series Seed Fundraising Documents
  • NVCA documents
  • Subscription documents
  • Non-disclosure agreements
  • Equity Incentive Plans

Real Estate

  • Deeds
  • Title Documents
  • Purchase Agreements
  • Lease Agreements
  • Assignments
  • PCORs
  • Mortgage and other financing documents

Family Law

  • Child Custody Agreements
  • Prenuptial/postnuptial agreements
  • Marital Agreements
  • Adoption Papers

Immigration

  • Visa Applications
  • Green Card Applications
  • Employment Authorization Applications
  • Asylum Applications
  • Citizenship Applications
  • Petition for Family Members

Mortgage and Loan Law

  • Construction loans
  • Business purpose loans
  • Consumer bridge loans
  • Forbearance agreements
  • Modification or extension agreements
  • Pre-negotiation agreements
  • Residential docs corrections
  • Loan default letters
  • Broker investor packages
  • Buyer closing docs
  • Seller closing docs
  • Lease agreements

Legal Aid

  • Restraining orders
  • Fee waivers
  • Name changes

Estate Planning

  • Wills
  • Power of Attorneys
  • Marital Agreements
  • Health Care Directives
  • Trusts for couple
  • Trusts for single
  • Property Assignments
  • Beneficiary Designations

Franchise Law

  • Franchise agreements
  • Franchise disclosure documents
  • Joint Venture Agreements
  • Purchase Agreements

Mortgage and Loan Law

  • Offer Letters
  • Employee handbooks
  • Independent contractor agreements
  • Consulting agreements
  • Advisor agreements
  • Separation agreements
  • Stock option agreements
  • Covid-19 Related Policies
  • ICHRA
  • ERISA
  • FMLA policy creators
  • NCR compliance
  • Confidentiality Agreements

Testimonials

Gavel is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price

Josh G., Director - (read more here)

We have com-ple-tely (!) automated all our template based work. I never thought it could be this good.

Verified Reviewer (read more here)

This is a very powerful software that has allowed us to automate very length sales contracts that used to take us hours and now takes 15 minutes to generate. Every week or two there is a new feature that adds more value to our workflows and enables better integration and data analysis. They haven't increased the price either, even with all these new features. I would pay so much more for this functionality (but don't tell them ;-) )..

Verified Reviewer (read more here)

The best combination of robustness and ease. Gavel has been a game changer for my law practice, allowing me to generate document sets in a fraction of the time, and it was easy to set up. Just great software all-around.

Arisa F. (read more here)

Gavel is infinitely powerful, but also super easy to use/set up. It can handle nested conditional logic and complex calculations. But what makes it stand out are the client-facing features. It's not just document automation – it allows lawyers to build expert systems, client intake that generates documents, and full-fledged client-facing products.

Erin Levine, Managing Attorney at HelloDivorce

Love the simplicity of setup and the complexity of opportunities.

Michael Smith, Co-Founder and CEO of Smith Barid, LLC

AI Workflow Building
Coming Soon

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.

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