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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.
A document automation API lets law firms connect rules-based document generation directly into their existing systems, streamlining everything from client intake to final filings. With Gavel Workflows, lawyers can codify legal expertise into automated rules, generate entire document sets, and integrate them seamlessly into CRMs, case management, or custom portals.
To celebrate, enjoy 40% off your first month with code WORKFLOWS40. This is a limited-time offer that won't return anytime soon. First-time customers only. Offer ends September 30th at 11:59 PM PT.
Turn your contract playbook into a real advantage—learn 4 ways top legal teams make theirs faster, smarter, and easier to use every day.
