What can you automate with Gavel workflows? - Gavel
Use cases
Internal document drafting
Use Gavel within your organization to generate documents more efficiently. You and your colleagues complete the questionnaire, and Gavel produces a polished document instantly. This works especially well for high-volume, repetitive document types — demand letters, engagement letters, closing checklists, or standard contracts — where the facts change but the structure stays the same. Examples: NDA generator for your deal team, employment offer letter tool, standard lease generator for a property management practice.
Client intake and multi-user workflows
Set up a workflow where a client fills out the questionnaire to provide their information, and you generate the documents in-house after reviewing the data. The client never sees the final document unless you share it with them — they just answer questions, and the information flows into your document automatically. Examples: Estate planning intake, personal injury intake, immigration questionnaire, corporate formation intake.
Client-facing portals
Publish workflows publicly or behind a login so clients can access and complete them directly, receiving generated documents on the output page without your involvement. This is the basis of a self-service legal portal. Examples: Simple will generator, tenant’s rights letter tool, small claims demand letter, business formation wizard.
Decision trees and kickout pages
Build logic-driven workflows that guide users through a decision tree rather than (or in addition to) producing documents. Use conditional logic and Kickout Pages to route users to different outcomes based on their answers — for example, telling an ineligible applicant they do not qualify, or directing a user to one of several document paths based on their situation. Examples: Benefit eligibility screener, jurisdiction selector, legal needs triage tool, intake qualification filter.
Paid legal products
Integrate Stripe into a workflow (or group of workflows) to collect payment before documents are generated. This lets you monetize automated documents as standalone products or as part of a subscription-based client portal. Examples: Paid will package, pay-per-document contract generator, subscription-based lease drafting tool.
Choosing the right approach
The structure of a workflow is the same regardless of use case. What changes is who fills it out and how you configure access and output. Here is a quick guide to help you decide:
| Goal | Configuration |
|---|---|
| Internal team use only | Restrict access to specific team members, or restrict based on email domain |
| Gather client data, generate docs yourself | Multi-user workflow; client completes questionnaire, you generate docs |
| Let clients self-serve | Publish publicly or via direct link; client receives output docs directly |
| Decision tree | Use Kickout Pages and conditional logic; output docs optional |
| Charge for document access | Add Stripe payment requirement at the start of questionnaire or before the output page |
Start with a simple internal workflow to get comfortable with the process. Once you understand how questions map to document variables, you can quickly adapt the same workflow for client-facing use.
Examples and inspiration
Gavel publishes case studies and real-world examples from legal professionals using the platform.
- View case studies at gavel.io/category/case-studies
Ready to build?
Quickstart guide \ \ Follow the step-by-step guide to build and test your first workflow.
Question types \ \ See all available question types and when to use each one.