Legal Letter Generation Software for Lawyers

Leverage Gavel’s powerful automation capabilities to generate bespoke, effective and 100% accurate legal letters every time.

Automating Legal Letters

What does it mean to automate legal letters?

Automating legal letters refers to the process of using software or technology to draft letters used in your legal practice. You can use automation technology to:

• Draft the letter based on your template Microsoft Word or .docx document
• Automatically insert client-specific information and insert or remove relevant paragraphs based on the matter
• Perfectly format your documents
• Pipe information from other systems into an existing letter by integrating tools like Zapier, Clio, or your practice management system (e.g., client name, client address, etc.)
• Generate custom letters to the following with a click of a button:
  • Clients
  • Opposing counsel
  • Court
  • Mediators
  • Court-appointed counsel
  • Examiners
  • And more

Automating a Letter with Gavel’s Document Generation Software

Gavel’s powerful document generation software streamlines the letter drafting process so that attorneys can create letters faster and more accurately. Think of Gavel as an automated letter generator that automates your own templates, ensuring that the output is exactly as desired from your form for letters.

Automating Legal Letters: With vs. Without Gavel

Without Gavel

• Attorney or legal team pulls a template letter or a letter from a prior case.
• Attorney reviews the template letter and inserts the relevant client and matter information.
• Attorney removes or adds clauses and paragraphs that are relevant to the client.
• Letter and any attachment documents must be drafted one by one.
• Attorney reviews the letter several times to ensure nothing has been missed and to perfect formatting.

With Gavel

• Attorney sets up the document creation workflow once upfront:
  • Creates a questionnaire to capture the information necessary for drafting the letter.
  • Uses information bubbles to help the legal team remember how to draft the letter or respond to certain questions (like an automated checklist).
  • Creates various reusable provisions depending on the type of letter (e.g., hourly retainer v. contingency or special rates v. standard rates).
• Each time the legal team wants to draft this type of letter, dynamic documents are assembled in seconds by entering the client information:
  • The legal documents are automatically populated with the accurate provisions in one click.
  • Reduced document review time, because:
    • Gavel reduces input error by limiting the type of response accepted.
    • Data entry is easy because workflow logic ensures that only the relevant questions are shown to the user.
    • Logic and calculations allow special language to be generated in the document based on attorney-created rules.
    • Multiple documents can be assembled with a single workflow.

Why Gavel?

#1 most powerful document automation software.

• Drag and drop user interface makes it easy for anyone to set up.
• Client-facing features allow your clients to answer and complete client intake questionnaires.
• Free training and customer support via phone, live screenshare, or email.
• Many integrations, including Clio, Zapier, Microsoft Word, and a public API.
• Access to template-building automators (“Gavel Experts”) who can create your workflows.
• Highest level of data security and compliance.
• Embed videos and images into your workflows to educate your clients.

How Do I Get Started?

1. Start your free trial.
2. Create a new workflow.
3. Build out your questions on your workflow.
4. Customize using logic and setting up rules.
5. Select and tag your output documents.
6. Launch your workflows.

FAQs

I already use firm templates and paralegal assistance to assemble my letters. What key features indicate that I should use document generation software to do this for me?

• Cut Document Drafting Time. Gavel customers report up to 20 hours of time saved in the first week of setting up documents, including their templates. This can allow firms to spend time on more high-value work, take on more clients, and stay competitive and profitable.
• Error Free Documents. A firm template letter expedites the document drafting process but does not reduce errors effectively. Misspellings of client names, incorporation of irrelevant provisions and formatting cannot be automatically changed prior to editing a template, like it can be using Gavel. Gavel’s platform allows you to enter data once and fill it into all of the locations in the legal documents. It also respects complex logic rules for inserting/removing clauses and for formatting words and information.
• No Repeat Data Entry. Gavel’s document generation software integrates with your practice management system to allow attorneys to pull data directly from a master database into templates to further reduce errors.
• Use Gavel as a Training Tool for Your Team. Junior associates, the legal team, and business users are often the ones who do the first pass at creating a letter or document from a template. By using Gavel, your legal team can improve business processes and work with the dynamic workflows to understand themselves how to tailor document template language for any given scenario.
• Minimal Review. Because automating documents with Gavel reduces errors upfront, final outputs from Gavel workflows are much more accurate than manual template drafting.
• Speed Up Onboarding. You can set up an automated document generation process that anyone on your team can follow.
• Any Document Format. Whether your templates are Microsoft Word documents or online forms, Gavel supports multiple formats for your generated letters.

I want to automate the letter writing process, but I don’t have time. Can I hire someone to build it for me?

Yes! Gavel workflow builders (“Gavel Experts”) can help build your vision for you. They start as low as $35/hour. They are often law students, paralegals, and lawyers themselves.

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.

Do I need any technical background to build on Gavel?

Nope! Gavel is easy to use no matter how much technical knowledge you have.

How much does it cost?

Subscriptions start at $83/mo with a free trial. Reach out to us if you’re a non-profit - we have sliding scales to make sure everyone has access to the platform.

How secure is Gavel?

Security is a primary concern as we serve primarily legal customers. Gavel complies with leading data security standards. See www.gavel.io/security for more details.

What Else Can I Automate?

• Engagement Letters
• Retainer agreements
• Declarations
• Points and Authority Memorandums
• Affidavits
• Judicial Council Forms
• Notary Forms
• Meet and Confer Letters
• Discovery propounding documents
• Discovery responding documents
• Share Purchase Agreements
• Operating Agreements
• Articles of Incorporations
• Bylaws
• Franchise agreements
• Restraining orders
• Wills
• Power of Attorneys
• Other legal documents.

Testimonials

Gavel is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and their customer service has also been above-and-beyond.

Josh G., Director - (read more here)

Gavel has been a game changer for my law practice, allowing me to generate document sets in a fraction of the time, and it was easy to set up.

Erin Levine, Managing Attorney at HelloDivorce.