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Transforming Your Legal Aid Organization Through Automation
Articles

Transforming Your Legal Aid Organization Through Automation

Legal aid professionals can serve more clients and reduce burnout with Gavel’s no-code document automation. Streamline intake, draft faster, and improve accuracy.

By the team at Gavel
May 17, 2025
Cut drafting time by 90%

Easy intake and document automation to auto-populate your templates.

As a legal aid professional, you provide a fundamental pillar of the justice system. Offering counsel and legal advocacy to people unable to afford it is a noble calling. As rewarding as it can be, it’s also a major challenge.

Offering legal aid requires knowledge of a constantly changing legal landscape, whether you’re dealing with unlawful evictions, foreclosure, domestic abuse, family law, immigration law, or employment law. That doesn’t leave much time for repetitive tasks. 

That makes legal aid a part of the legal industry that can benefit greatly from automation. Automatic document creation allows you to draft legal documents in a fraction of the time it used to take, so you can streamline routine tasks and improve accuracy. Use legal technology to eliminate time-consuming data entry so you can spend more time working with your clients. The efficiencies automation brings to your client intake and document creation processes allow you to handle your caseload better and provide legal aid to more individuals who need it.

Gavel is a document generation software platform that uses automation tools to produce the documents you need and reduce administrative tasks. This frees up your hours to spend with clients and ensures better case outcomes.

It all starts with the client intake process. Gavel lets you set up a questionnaire that you or your clients can complete, with built-in guidance and conditional logic that helps provide context about the information you need. You can create a legal work product from there in just a few clicks. This advanced legal tech reduces administrative tasks, helping to reduce the burnout that legal aid can sometimes cause and ensuring great accuracy for your legal documents.

Why Automate Legal Aid?

Smart automation and document creation can help you reach underserved clients with productized legal services. The idea for Gavel came from CEO Dorna Moini’s web application, designed to help low-income individuals prepare and file domestic violence restraining orders. For clients without the means for traditional representation, DIY services can provide the only way to access the justice system.

Automation reduces human error and helps cases progress faster. Smart document creation can save up to 90% of your time drafting, so you can serve more clients and spend less time on paperwork.

Often, practicing legal aid means taking on many clients simultaneously, increasing the risk of burning out and allowing mistakes to creep into your processes. Running an efficient legal aid organization reduces those mistakes and helps you do more with less, allowing you to reach more clients and make a difference.

Gavel’s AI-powered document automation makes it easy for you to create all the documents you need, including:

  • Pro Bono Agreements
  • Government and Grant-Funded Contracts
  • Fee-Waiver and Sliding Scale Agreements
  • Eviction Defense Responses
  • Lease Agreements and Modifications
  • Reasonable Accommodation Requests
  • Security Deposit Demand Letters
  • Divorce and Child Custody Petitions
  • Parenting Plans and Child Support Agreements
  • Domestic Violence Protective Orders
  • Debt Defense and Settlement Agreements
  • Wage Theft Complaints
  • Discrimination and Harassment Complaints
  • Asylum Applications
  • DACA and Work Permit Applications
  • Family Sponsorship Petitions
  • Wills and Advance Directives
  • Power of Attorney Forms
  • Guardianship Petitions

Historically, generating all these documents took a lot of time for legal teams, but not anymore.

Gavel improves client understanding and satisfaction. Build guidance and information into your workflows to guide your client through the intake process. You can use default answers, images, information bubbles, and embedded video to show your client how to fill out the workflow questionnaire that will then be used to create your legal documents. You can use the same process to create informational output documents to help the client understand the legal issues around their case.

Collect information quickly and accurately with custom workflows and logic-based questionnaires. Entering data only once and using it to create multiple forms removes human error from the process and ensures consistency, helping you perform due diligence in your drafting. You can create custom workflows to guide clients through various legal situations, and use a single workflow to create multiple documents depending on the answers given. So, for example, if you are fighting an unlawful eviction, the workflow will generate Eviction Defense Responses, Discrimination and Harassment Complaints, or Security Deposit Demand Letters, depending on the answers your client gives you.

Speed up document drafting with custom templates. With Gavel, you can create custom templates for different needs. Gavel has an MS Word add-in that lets you set variables and conditions for specific document templates—right in Word. The variables identify the question with a unique name so you can use them to route data into your final documents. Additionally, you can use Gavel’s Blueprint artificial intelligence to scan your existing documents and use their fillable fields to create questions for your intake questionnaire, ensuring consistency with existing documents.

Produce all needed documents simultaneously. You can specify the output documents for each workflow to ensure Gavel produces all the documents you need for each case without missing any. Gavel’s logic tools let you create conditional document sets, so that only the documents you need will be generated depending on the answers given in the intake questionnaire. For example, a domestic violence case will automatically generate protection orders and requests for police reports, while an asylum case will generate visa applications and affidavits.

Gavel gives you:

  • More time to spend working with existing clients and onboarding new ones
  • Quicker and more accurate drafting and e-discovery
  • Custom templates and AI technology to streamline your document management practices
  • The ability to create all the documents you need for each individual case with just a few clicks

Gavel Features for Legal Aid Automation

Gavel has a range of features that make it ideal for your legal aid organization:

  • Document Automation: Gavel is built around customizable workflows with logic-based questionnaires that can be completed by the client or by an attorney. The answers in these questionnaires can then be transferred to a Word or PDF document, streamlining information gathering and helping your client provide the necessary information. Onboarding is quicker and more accurate, saves time for lawyers and paralegals, and helps ensure client satisfaction. Smoother client onboarding increases access to justice for underserved people and helps lawyers do more useful legal work and less data entry.
  • AI-Enabled Processes: Gavel’s AI tool, Blueprint, lets you upload templates you already have, such as a Reasonable Accommodation Request, and have AI-powered tools scan for fillable fields.  Blueprint will create a workflow with suggested questions to populate your questionnaire that you can customize and adapt to fit your needs. After you approve the workflow, it can be used again and again for future clients. 
  • No-Setup Automated Legal Forms: You can save time on startup by taking advantage of pre-built workflows like MN - Legal Aid - Family - In Forma Pauperis Application (Fee Waiver). Use them as-is or customize for your own needs.
  • Multilingual Capabilities:  Gavel supports creating questionnaires in 19 different languages. This helps clients who may struggle with English and ensures you get the right information in your workflow. It can also help legal aid clients take ownership of their cases and better understand what you need from them.  
  • Question Logic Capabilities: Gavel lets you set up questionnaires with follow-up questions where needed. For example, you can ask a client for an asylum application if they have any dependents, and if they do, automatically ask them for names, ages, and other required information. If the answer is no, these questions will not be visible.
  • Conditional Paragraphs: These paragraphs populate the underlying template depending on the answers given. For example, if a client answers ‘yes’ to the question ‘Did you have a tenancy agreement?’, you could set the workflow to add a paragraph referencing the agreement in the underlying template.
  • Easy to Use: You don't need to be an automation expert. Gavel is easy to use, no matter how much technical knowledge you have, so it’s quick to get up and running, meaning you can spend more time on the things an attorney should be doing, including legal research to stay up to speed on case law.
  • Customer Support:  With limited time and resources in a busy legal aid organization, you might need all the help you can get. Gavel’s award-winning customer support offers unlimited support to customers at any tier. Support is available seven days a week via email, phone, and screen share.

Driving Results with Legal Aid Automation

Gavel has helped hundreds of firms streamline processes, eliminate time-consuming routine tasks, and improve document accuracy.

One study has shown that Gavel has helped firms reduce time spent drafting documents by up to 90%.

In conjunction with Southwestern Law School, the Legal Aid Foundation of Los Angeles used Gavel to build an expungement platform that allowed them to scale their services across the LA community and improve access to justice.

Likewise, Sisu Legal has used Gavel to automate the client intake process and provide client guidance in multiple languages, while also reducing the time they spend on each case by 75%. Gavel has helped lawyers in multiple legal fields intake clients up to 13 times faster than they used to.

  • "Gavel is infinitely powerful, but also super easy to use. It can handle nested conditional logic and complex calculations. But what makes it stand out are the client-facing features." -Erin Levine, Managing Attorney at HelloDivorce.

Use Cases for Legal Aid Automation

Gavel's legal workflow automation helps you improve client service and gives you a competitive edge. Legal document automation removes repetitive tasks so you can focus on legal service delivery and meeting client needs.

Here are some of the ways legal aid organizations can use Gavel to improve their legal aid services:

  • Intake Questionnaires. Smart workflows speed up client intake and help your clients provide all the necessary information so you can get to work. Info bubbles, question logic, and embedded videos guide your clients through the process, allowing better decision-making and informed decisions while removing the potential risks of human error.
  • Drafting Reasonable Accommodation Requests. Gavel can insert existing paragraphs into requests based on the answers given in a questionnaire. Gavel can sync with your existing practice management software, including Clio, and incorporate your templates into custom workflows.
  • Generate Child Custody and Support Calculations. Gavel can make instant calculations based on the answers provided in a questionnaire. That means it can calculate amounts like child custody payments in real-time, saving time and reducing human error.
  • Create educational materials. Improve knowledge and access to justice by using our legal software to develop documents like Know Your Rights guides on legal issues to help inform the public.

Features to Consider for Legal Aid Automation

  • User-Friendly Interface:  Look for a straightforward and intuitive design that clients can use regardless of their backgrounds. The software should also be easy for you, your staff, paralegals, and anyone involved in your legal operations.
  • Document Automation: Look for smart workflows that let you capture all necessary information and can sync with your existing legal practice management software to adapt and import your existing documents.
  • Positive client experience: Keep your clients informed throughout the intake process. Use software that provides guidance, including info bubbles and videos, to help clients complete questionnaires accurately.
  • API and Integrations: Choose software that integrates with case management software like Clio to pull existing client data from your databases.

FAQs About Legal Aid Automation

My client intake process works fine. Why automate it now?

Gavel’s customized questionnaires let you collect and store client data seamlessly, automatically populate multiple documents with your client data in one click, and increase accuracy and reduce errors. This helps you save time on non-billable tasks and also improves the client experience.

Does Gavel offer help throughout the building process?

Yes. Gavel’s award-winning customer team provides unlimited and speedy support for all customers, regardless of the subscription plan. Contact Gavel via phone, live screenshare, email at [email protected] or even via the Slack community for immediate support. 

Gavel also provides live training and a 24/7 learning center with lesson topics and guides for various aspects of your organization and examples of how other practices and industries are using Gavel.

Do I need any technical background to build on Gavel?

No! Gavel does not require any technical background or experience in automation.

I want to automate my organization’s legal forms, but I don’t want to build my own workflows. Where can I find premade forms?

Check out our No-Setup Automated Forms here. Use these forms to get started so you can quickly create documents that are ready for document review.

Transform Your Legal Aid Organization with Gavel

Legal aid is a noble calling, but you can protect yourself from burnout and serve more clients by automating your document generation with Gavel. Start a free trial today and transform your legal aid organization.

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