Gavel Integrations
Supercharge your workflow with Gavel's integrations
Generate complex documents, trigger eSignatures, and bolster your Gavel workflows with Docusign, Zapier, Clio Manage, and more.
Secure and trusted by thousands of law firms and organizations worldwide.
!
Powerful document automation built for legal professionals
Gavel pairs DocuSign’s eSignature capabilities with the ability to add complex logic, calculations, and special formatting to your document templates. Eliminate the manual work necessary to repeatedly complete rules-based forms, contracts, and lengthy document sets–and get them signed instantly.
Instantly send generated documents to DocuSign to obtain eSignatures
Automatically generate documents, collaborate with clients, and trigger DocuSign signatures at any point in your workflows.
Use variables as DocuSign signer values to have signatures go out automatically and eliminate duplicate data entry.
Want your documents to automatically be sent for signature to a client’s email address, but don’t know the email address upfront? No problem. You can use variables (for example, each shareholder’s email address) to send documents out to multiple signatories after the data is entered into a client questionnaire.
Designate one or multiple signers or carbon copies with a routing order.
Link DocuSign to Gavel to set up a custom routing order for multiple signers or send out carbon copies. Signed documents are posted back to your workflow session once complete and accessible in the client portal.
Docusign
Send documents for signature without leaving Gavel. Choose which documents to send, use workflow data to auto-fill recipient information, and set custom signing orders—all handled automatically when your documents generate.
Key features:
- Select specific documents for signature
- Add multiple signers and roles
- Set custom signing sequences
- Track signature status
- Use dynamic recipient data
Clio Manage
Pull contacts, matters, and custom fields directly from Clio Manage into your document-generation workflows in Gavel. Send completed documents back to Clio matters automatically with a single click.
Key features:
- Import all Clio contact and matter data
- Use searchable lists of client records
- Send completed documents to Clio matters
- Access custom fields and billing codes
- Sync data bidirectionally via webhook or Zapier
Zapier
Connect Gavel to 5,000+ apps without code. Send documents and data anywhere, create documents from external triggers, or automate your entire document process through simple triggers and actions.
Key features:
- Start document workflows from any app
- Send completed documents anywhere
- Create custom multi-step automations
- Pull data from other platforms
- Update documents when data changes
DecisionVault
Transform client intake data directly into documents and by syncing data from DecisionVault and Gavel for a seamless intake-to-document pipeline. You can also build intelligent questionnaires directly in Gavel.
Key features:
- Pull intake responses into documents
- Map DecisionVault fields to Gavel
- Support for repeating contacts
- Use pre-built workflow templates
- Add custom Gavel fields as needed
LegalServer
Connect Gavel with your LegalServer cases to automatically generate documents using case data. Built specifically for legal aid organizations, this integration ensures accurate document generation while saving valuable staff time.
Key features:
- Pull case and client data automatically
- Generate documents from case view
- Save completed docs back to cases
- Filter templates by problem code
- Use webhook for secure document return
The automation infrastructure for today’s legal professionals.