Workflows Crash Course - Gavel

About this lesson

This video gives a quick overview of Gavel workflows and document automation.

Gavel Workflows Demo Video - YouTube

Dashboard Overview

Get a better understanding on how to navigate the Gavel Workflows Dashboard.

Dashboard Overview - YouTube

Adding Logic to Questions and Pages

Make your questionnaire dynamic by using question and page logic.

Adding Logic to Gavel Workflows - YouTube

Repeating Item Lists

Collect sets of data in Repeating Items, where you need information on items and do not know how many of those items may be needed.

Gavel Tutorial: Repeating Items - YouTube

Loading the Document Tagger Word add-in

Connect your questionnaire to your Word templates in order to tag the template with your new variables.

Getting the Word Add-in From the Microsoft Store - YouTube

Setting up Word documents

Make your templates dynamic by using conditional logic with the Document Tagger.

How to use the Gavel Word Add in - YouTube

Repeating Item Deep Dive

Learn how to tag your Word templates for Repeating Items.

Gavel Tutorial: Repeating Items - YouTube

Tagging fillable PDFs with Blueprint the AI Workflow Generator

By using Gavel Blueprint, you can quickly scan and tag your fillable PDFs into quick and easy Workflows.

Draft a Workflow from PDF - YouTube

Tagging PDFs with PDF Tagger

Directly Tag your fillable PDFs in the Gavel PDF Tagger.

Automating PDFs with Gavel PDF Tagger - YouTube

Adding Logic to Generated Documents

Use Document Logic to decide which documents will be generated based on answers provided in the questionnaire.

Output Document Logic - Which Documents Are Generated - YouTube

Creating Client-Facing Workflows

Create Questionnaires that will be dynamic and easy to use for your clients.

Gavel Client Portal - YouTube

Connect Clio to your internal workflows

Connect your Clio Matter and Clio Contact Cards to Gavel to minimize repetitive data inputs.

Connecting Clio to Gavel Part 1 - YouTube

Using Data Manager

Use the internal Gavel Data Manager to review and edit your client sessions, and even reuse the data from workflow to workflow.

Intro to Data Manager - YouTube

Look-Up Tables, CSVs, and Spreadsheets.

Use the CSV question type to pull data sets from your spreadsheets.

CSV Data Source Questions - YouTube