Gavel Exec Certification Course: Become a certified Gavel Exec user through our online course on Gavel University — learn best practices, advanced features, and earn your certification.
Chat Mode: Use Chat Mode to ask questions, summarize clauses, draft new language, generate redlines, and evaluate counterparty changes — from within Microsoft Word or on Web Exec.
Contact Gavel Exec Support: Reach the Gavel Exec team by email, phone, or scheduled call — get help with setup, billing, or any questions about using the add-in.
Install Gavel Exec Add-In for Word: Add the Gavel Exec add-in to Microsoft Word from Microsoft AppSource, set up your account, and troubleshoot common deployment errors.
What Is Gavel Exec? : Gavel Exec runs inside Microsoft Word and on the web, letting attorneys analyze, redline, and draft contracts using AI trained on transactional legal language.
Playbooks: Apply Consistent Rules to Every Contract: Use built-in or custom Playbooks to apply a structured rule set to any contract, enforcing consistent positions and flagging deviations across every deal.
Gavel Exec Quick Actions: Quick Actions are guided prompts that walk you through the inputs needed to redline, comment, draft, summarize, and find missing terms in your contracts.
Upgrade Your Gavel Exec Plan: Switch to a paid Gavel Exec plan at $160 per month — complete the upgrade in three steps directly inside the add-in.
Gavel Exec Video Series: Watch video tutorials covering how to get started with Gavel Exec, including the AI Tutorial Introduction and what's new in recent updates.
Submit a Feature Request for Gavel Exec: Submit feature requests and suggestions to help shape the future of Gavel Exec — the team reviews every idea and uses your feedback to guide development.
Gavel API Documentation: Use the Gavel API to create workflow sessions with pre-filled data, retrieve generated documents, and list workflow metadata programmatically.
Bundles: Group Workflows: Combine multiple workflows into one shareable bundle, set free or paid Stripe pricing, enforce completion order, and embed bundle cards on your site.
Calculations: Advanced Logic: Create computed variables, set conditional values, automate pronoun handling, and perform numerical and date calculations in your Gavel workflows.
Cancelling Your Workflow Account: How to cancel your Gavel Workflows account, what happens to your workflows and data after cancellation, and how to reach support if you need help.
Gavel Workflows Certification Courses: Become a certified Gavel Workflows user through our online courses on Gavel University — learn best practices, advanced features, and earn your certification.
Client Portals: Build public or login-gated portals, assign specific workflows to users, control access permissions, and configure multiple-signature workflows.
Clio Integration: Link your Clio Manage account to Gavel to pull contact and matter data into workflows, tag documents with Clio fields, and send output to Clio matters.
Template: Show Paragraph and Phrases: Show or hide inline phrases, full paragraphs, numbered clauses, and table rows based on client answers using Gavel's conditional content syntax.
Contact Gavel Workflows Support: Reach the Gavel Workflows team by email, phone, or scheduled call — get help with setup, billing, or any questions about building workflows.
Data Manager: Use the Data Manager to view, filter, edit, and transfer workflow responses, download generated documents, and push client data between workflows.
Document Titles: Use variable values in your generated document file names so each output is automatically named after the client, matter, or other questionnaire answer.
Document Output Settings: Control output file types, hide documents from end users, send them by email automatically, and apply conditional logic to document generation.
DocuSign Integration: Connect DocuSign to Gavel, tag templates with signature anchors, configure recipients, and send envelopes automatically when workflows complete.
File Uploads: Add a File Upload question to collect supporting documents from respondents, and learn how to embed or reference uploaded files in your output documents.
Formatting Dates, Numbers, and Text: Apply date display formats, currency and number formatting, case transforms, and special number patterns like SSNs to variables in document templates.
Formatting Questions: Use previous supplied answers in your questions and choices. Customize the formatting and fonts throughout your workflow questions — including bold, italics, headings, links, bullets, accordions, and more.
Intro To Document Automation: Learn how Gavel Workflows combine a questionnaire with document templates to automate legal document generation without writing code.
Other Integrations: Connect Gavel to other platforms using their native integration with Gavel.
Pages and Sections: Use pages and sections in Gavel to break your questionnaire into logical screens, group related questions, and include review pages.
Bundles: Productization: Collect payment before clients access workflows or generate documents by connecting Stripe Connect to a Gavel bundle and testing with Stripe test cards.
PDF Tagger: Upload a fillable PDF, tag each field to a workflow variable, handle checkboxes and conditional logic, and map repeating item data to specific fields.
Workflows: Show Questions and Pages: Control which questions and pages your clients see by adding conditional logic to individual questions or entire questionnaire pages in Gavel.
Question Types: A complete reference for every question type in Gavel, from basic text and date fields to repeating items, integrations, and invisible logic.
Quickstart Guide: A step-by-step guide to signing up, building your first workflow, connecting a document template, testing, and sharing with clients.
Ready to Upgrade: Upgrade your Gavel Workflows plan using Gavel's billing portal — review available plans, select your tier, and complete checkout in a few quick steps.
Repeating Items: Use Gavel's Repeating Item question type to collect variable-length lists, nest repeating items, apply conditionals, and count entries in your documents.
Sharing Workflows: Send a direct link, embed a workflow on your website, password-protect access, and white-label your Gavel account to match your firm's brand.
Troubleshooting: Help with signing in, managing your account, and resolving common errors.
User Management: Learn the four Gavel user roles — Admin, Builder, Organizational User, and User — and how to invite and manage team members from the Users page.
What can you automate with Gavel workflows?: Explore the full range of use cases for Gavel document automation: internal drafting, client intake, client portals, decision trees, and paid workflows.
Submit a Feature Request for Gavel Workflows: Submit feature requests and suggestions to help shape the future of Gavel Workflows — the team reviews every idea and uses your feedback to guide development.
Gavel Document Tagger: Upload your file to Gavel, install the Word add-in, tag variables in your .docx template, and troubleshoot common spacing and tag issues.
Gavel to Zapier: Send Gavel workflow answers and documents to thousands of apps via Zapier, or post data to any URL using Gavel's built-in custom webhook settings.