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See how an estate planning firm transformed its operations before and after adopting Gavel’s automation tools to streamline workflows, save time, and enhance client service.
Easy intake and document automation to auto-populate your templates.
What happens when a typical estate planning firm implements Gavel? We surveyed 30 estate planning attorneys on the Gavel platform and asked them about how their practice has changed. Here's what we found:
Are you interested in Estate Planning automation? Try Gavel's automated estate planning packages for California for free. No signup is required to test the forms' functionality.
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We're getting great questions about using Invisible Logic (now called Calculations) in Workflow Builder 2.0, so we wanted to address the most common ones. Let's dive in!
"That's where the magic is. That's where I can save a good 10 hours. There's a day saved easily."
