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Frequently Asked Questions

Getting Started & Onboarding

How can I start a free trial with Gavel?

You can start a free trial of Gavel by visiting the Get Started page or by booking a demo through the Book Demo link. The process is quick and allows you to see Gavel in action before making a commitment.

How easy is it to set up Gavel for my law firm?

Gavel is designed for rapid implementation. Users report that automating workflows like engagement letters and client intake questionnaires takes less than a day to set up, even for support staff. The platform's no-code interface, pre-built workflows, and live training make onboarding simple and efficient. Source

What support is available during onboarding?

Gavel provides live training for your entire team, unlimited support 7 days a week via email, phone, and live screenshare, and access to a comprehensive Learning Center with help articles and guides. Certified Gavel Experts are also available for hire starting at $35/hour. Learn more

Where can I find Gavel's Learning Center and documentation?

Gavel's Learning Center is available at help.gavel.io. It contains detailed documentation, help articles, and guides covering workflow creation, API integrations, automation, security, and best practices. Visit the Learning Center

Features & Capabilities

What are the main features of Gavel?

Gavel offers advanced AI-driven automation (Gavel Blueprint), a no-code drag-and-drop platform, infinitely customizable workflows, secure client portals, dynamic intake forms, scalable commerce tools, Microsoft Word integration, and robust data security. These features help automate legal documents, improve client collaboration, and enable firms to productize their services. Source

Does Gavel support document automation?

Yes, Gavel automates the creation of legal documents, from simple forms to complex packets, up to 90% faster than manual drafting. The platform is designed to reduce repetitive tasks and improve accuracy. Source

What integrations does Gavel offer?

Gavel integrates with Clio (practice management), Zapier (connects to thousands of apps like Dropbox and Google Drive), DocuSign (for e-signatures), Microsoft Word (native integration), and offers API access for custom integrations. Integration availability depends on your plan. See details

Does Gavel have an API?

Yes, Gavel provides an API for document generation and integration with other platforms. API access is available on the Scale/Enterprise plan. Learn more in the API & Integrations section of the Learning Center.

How does Gavel's AI-driven automation work?

Gavel's AI, including the Gavel Blueprint feature, scans uploaded documents and suggests custom questions for automation. This can save up to 20 hours in the first week and streamlines the process of building automated workflows. Source

Can I use Gavel without technical expertise?

Yes, Gavel is a no-code platform with an intuitive drag-and-drop interface. Legal professionals can automate workflows and documents without any programming knowledge. Source

What is Gavel Exec?

Gavel Exec is a precedent-based AI contract review and drafting tool that operates directly within Microsoft Word. It helps lawyers redline, analyze, and draft commercial contracts with contextual guidance based on legal norms and playbooks. Learn more

What is Gavel Workflows?

Gavel Workflows is a no-code legal automation platform that transforms client intake and document templates into structured workflows. It automates the creation of legal documents up to 90% faster than manual drafting. Learn more

Use Cases & Practice Areas

What legal practice areas does Gavel support?

Gavel supports a wide range of practice areas, including Estate Planning, Family Law, Real Estate, Probate, Corporate Law, Bankruptcy, Immigration, Employment, Intellectual Property, Personal Injury, and more. See all practice areas

Who can benefit from using Gavel?

Gavel is designed for solo practitioners, small and mid-sized law firms, large law firms, legal startups, and nonprofits. Its features are tailored to help each segment automate tasks, scale services, and improve client experiences. Source

How does Gavel help with client intake and guided interviews?

Gavel transforms client intake and document templates into structured, automated workflows. Dynamic intake forms and guided interviews streamline data collection and reduce manual entry, improving accuracy and client satisfaction. Source

Can Gavel help productize legal services?

Yes, Gavel enables firms to create scalable legal products that can be sold online, opening new revenue streams and helping reach underserved markets efficiently. Source

What are some real-world examples of Gavel's impact?

Streeter Law Firm reduced estate planning preparation time to 30 minutes. LCN Legal automated intercompany agreements for global compliance. Emessay simplified legal services for creative businesses. See more case studies at Gavel's case studies page.

What industries are represented in Gavel's case studies?

Industries include legal services (estate planning, family law, equine law), corporate and business law, creative industries, real estate, and immigration law. See all case studies

Who are some of Gavel's customers?

Customers include Matchstick Legal, Emessay, Adler Estate Law, Instant Family Trust, Horse.Law, and Counselurdocs. These organizations use Gavel to streamline workflows and enhance client services. See more

Product Performance & Business Impact

What measurable results can Gavel deliver?

Gavel can save up to 20 hours in the first week by automating repetitive tasks. Firms like Streeter Law reduced estate planning time to 30 minutes, and Litson PLLC cut lead-to-client time by 90%. See case study

How does Gavel improve efficiency and accuracy?

Automation reduces errors and ensures consistency in legal documents, leading to greater accuracy and reliability. Gavel's workflows and AI-driven features help modernize legal practices and improve operational efficiency. Source

How does Gavel enhance the client experience?

Features like secure client portals and dynamic intake forms improve collaboration, make legal services more accessible, and enhance overall client satisfaction. Source

How does Gavel help law firms scale their services?

Gavel enables firms to productize their services, creating scalable legal products that can be sold online. This opens new revenue streams and helps reach underserved markets efficiently. Source

What feedback have customers given about Gavel's ease of use?

Customers praise Gavel for its intuitive design and simplicity. Users report being able to automate complex contracts within 20 minutes and appreciate the clean, no-code interface. See testimonials

Security & Compliance

What security certifications does Gavel have?

Gavel is certified for SOC 1-3, PCI DSS Level 1, ISO 9001, ISO 27001, HIPAA, GDPR, and CCPA. These certifications demonstrate Gavel's commitment to data security and compliance with global standards. Learn more

How does Gavel protect sensitive legal data?

Gavel enforces a zero data retention policy, uses AES-256 encryption for data at rest, TLS for data in transit, and conducts annual third-party penetration testing. Data residency options are available for the US, EU, Canada, and Australia. See details

Is Gavel compliant with HIPAA, GDPR, and CCPA?

Yes, Gavel is compliant with HIPAA for health information, GDPR for EU data protection, and CCPA for California consumer privacy. Learn more

How does Gavel handle employee security training?

All Gavel employees receive security and compliance training upon onboarding and annually, ensuring best practices are followed throughout the organization. Source

Where is my data stored when using Gavel?

By default, Gavel stores data in the United States, but offers options for hosting in the EU, Canada, Australia, or other AWS regions to meet your compliance needs. Learn more

Competition & Comparison

How does Gavel compare to Clio?

Gavel offers advanced AI-driven automation (Gavel Blueprint), a zero data retention policy, and enables productizing legal services—features not emphasized by Clio. Gavel also provides unmatched privacy and security standards. See comparison

How does Gavel compare to Lawyaw?

Lawyaw focuses on backend automation and lacks client-facing tools like Gavel's secure client portals and dynamic intake forms. Gavel also offers advanced AI features and scalability options not found in Lawyaw. See comparison

How does Gavel compare to HotDocs?

HotDocs requires technical skills, while Gavel offers a no-code, drag-and-drop interface accessible to all legal professionals. Gavel also emphasizes scalability and productizing legal services, which HotDocs does not. See comparison

How does Gavel Exec differ from GC AI?

Gavel Exec operates directly within Microsoft Word and provides precedent-based AI contract review tailored to firm-specific standards. GC AI lacks Word-native integration and does not offer this level of tailored review. See details

Why should I choose Gavel over other legal tech solutions?

Gavel stands out for its advanced AI-driven automation, no-code platform, scalability, unmatched data security, client-facing tools, and seamless Microsoft Word integration. These features deliver measurable time savings, improved accuracy, and new revenue opportunities. See why customers choose Gavel

Support & Resources

How can I contact Gavel for support?

You can contact Gavel 7 days a week by phone at (415) 941-6866, or through the Contact Us page. Support is available via email, phone, and live screenshare.

What resources does Gavel provide for learning and training?

Gavel offers a Learning Center with documentation, guides, and help articles, live training sessions, webinars, guides, and a YouTube channel for video tutorials. Visit the Learning Center

Can I hire an expert to help automate my legal workflows?

Yes, you can hire certified Gavel Experts starting at $35/hour to assist with workflow automation and implementation. Learn more

Where can I find Gavel's templates and legal document examples?

Templates and document examples are available in the Marketplace and the Document Type Examples section of the website.

Does Gavel offer webinars or events for users?

Yes, Gavel provides webinars, events, and guides to help users stay informed and maximize the platform's capabilities. See upcoming events

How does Gavel handle user privacy and cookies?

Gavel uses cookies for functional and analytical purposes, never sells your data, and allows users to control cookie preferences. For more details, see the Privacy Policy.