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Gavel video tutorials showing how you can get started building document automation workflows for Word or PDF documents on Gavel.
Easy intake and document automation to auto-populate your templates.
Gavel's no-code document automation software makes it easy to create powerful workflows to generate your documents. With Data Manager, you can collect data from clients or reuse data in other workflows. Watch the video tutorials below to save time, ensure 100% accuracy, or even sell workflows on Gavel, like others have.
Prefer a live human? Book a demo with us here:
An 8-minute demo video on the basic features - from start to finish - including how to set up your questionnaire, set conditional logic, load your documents, and run your first workflow.
Use Data Manager to search data entries for your workflows, change answers, reuse the data in new workflows, and create multi-user workflows.
Repeating items are one of our most popular features and are essential to gathering lists of information (ex. collecting information about children, members of an LLC, managers, trustees).
Learn how to customize how your repeating items are displayed in your Word document.
You can learn more about Gavel's no-code document automation platform, and how to make powerful expert systems by watching these and our historical video tutorials on our Youtube page or by reading our how-to guide here.
See how estate planning attorneys use AI in doing their legal work. Use AI like Gavel Exec directly in Microsoft Word to streamline trust reviews, redline outdated clauses, and deliver clear, client-friendly updates. This article outlines five practical use cases with real-world prompts to help lawyers modernize their estate planning workflow using AI.
This guide offers practical, step-by-step best practices for using Gavel Exec, Gavel's AI assistant in Microsoft Word. You can review, redline, and negotiate contracts more efficiently. Whether you're drafting in Chat, creating reusable Playbooks, or managing more complex Projects, the guide walks you through how to structure prompts, use context files, benchmark clauses, and train the tool to reflect your preferences. We're written this specifically for transactional lawyers using legal AI in their practice.
Use Gavel Exec's legally-trained AI to draft and redline faster than ever — right in Microsoft Word.
