Legal Workflow Software for Attorneys | Gavel Automation
Legal Workflow Software for Attorneys
Automate your law firm’s legal workflows. Gavel’s powerful logic capabilities allow you to fully customize your end-to-end process. It’s easy to set up and can be used for both internal and external (client-facing) parts of your practice.
Using Legal Workflows To Take Your Practice to the Next Level
What are “legal workflows,” generally?
A legal workflow is the sequence of tasks and procedures that must be completed in a particular case. Think of it like a checklist that helps you and your team get to the finished end result (usually documents or work product).
The workflow can include logic-based rules on what to do next in a case, what documents to use, whether a case should be escalated to another attorney, and most importantly, drafting the work product and legal documents that will be used in the case.
In short, a well-designed workflow incorporates:
- A Checklist. A checklist of steps needed to achieve a goal.
- Ways to Action Checklist. Ways to track execution of and actually execute those steps to obtain the data needed to achieve the goal.
- Method to Create Final Work Product. A method to produce a final work product that reflects the data gathered and embodies the goal.
What is a Gavel Workflow?
With the Gavel platform, you can take your legal workflows and automate them. A Gavel workflow is a set of questions that allows a user to go down different paths (based on logic). At the end, the workflow generates a set of documents or automates decision-making.Workflows can be created for both internal matters and external matters (client-facing).
Legal Workflows With vs. Without Gavel
Car Accident Demand Letter Example
Without Gavel
Total Average Time: 11 hours
- Creating Checklist: 2 hours
- Actioning Checklist: 4 hours
- Creating Final Work Product: 5 hours
With Gavel
Total Average Time: 6 hours
- Creating Checklist: 5 hours
- Actioning Checklist: 0.5 hours
- Creating Final Work Product: 0.5 hours
For a lawyer who writes 2 demand letters per week, you could be saving yourself 13 hours of work every week.
A Checklist of Your Process
Gather information from checklist in the form of a client intake that is customized to each client.
Without Gavel
- Attorney creates a list of items needed to prepare a demand letter. The main task is to create a list of questions.
- Cannot notify client, in real time, that a question was left unanswered.
With Gavel
- Attorney creates a workflow with questions that can:
- Reduce input error by limiting the type of response accepted.
- Automatically prompt client to upload evidence from car accident.
Go Through the Checklist
Without Gavel
- In person intake: Client listens to questions from attorney and verbally answers to the best of ability.
With Gavel
- Creates custom client login and sends workflow to client.
Create Final Work Product
Without Gavel
- Begin drafting the demand letter with the information gathered.
With Gavel
- In one click, create the drafted demand letter with all responses from the client intake automatically populated into a Word or PDF document.
Representative Gavel Workflow Features
Question Logic
Question Logic allows attorney to create a complex decision tree to determine which questions/text are shown and when.
Repeating Items
“Repeating Items” allows attorney to ask the same question multiple times to collect data about an undefined number of people/items.
Informational Bubbles
Informational Bubbles allows attorney to display text to explain the question to end users through an info bubble.
Section Labels
Section Labels allows attorney to provide a roadmap for users completing any given workflow.
What Else Can I Automate?
General
- Engagement Letters
- Retainer agreements
- Declarations
Estate Planning
- Wills
- Power of Attorneys
Family Law
- Child Custody Agreements
- Prenuptial agreements
Immigration
- Visa Applications
- Citizenship Applications
Legal Aid
- Restraining orders
- Fee waivers
Testimonials
This software is very easy to use. The coding is simple and intuitive - it's actually fun! I was able to turn a complex contract into a simple and easy to use questionnaire. The technical support is terrific, and I was really empowered to create the form I needed to populate my contract correctly.
Powerful software with a beautiful output. Saved so much time customizing documents for specific clients. Highly recommend.