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RESOURCES
Case Studies
Estate Planning Before and After
Case Studies

Estate Planning Before and After

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.

By the team at Gavel
July 1, 2025
Cut drafting time by 90%

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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Articles

How Corporate Lawyers are Using AI in Legal Work

Transactional lawyers are turning to AI tools to draft, review, and manage contracts faster and more accurately than ever before. In this guide, we break down the top AI tools lawyers are using today, and how they help firms deliver high-quality work with greater efficiency.

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Articles

How Estate Planning Attorneys Use AI in Law

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 Use AI like Gavel Exec directly in Microsoft Word to streamline trust reviews, redline outdated clauses, and deliver clear, client-friendly updates.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.

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Guides

Best Practices for Redlining in Gavel Exec

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.

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