Estate Planning Document Software for Attorneys

o   Cut Document Drafting Time. Gavel customers report up to 20 hours of time saved in the first week of setting up documents. This can allow firms to spend time on more high-value work, take on more clients, and stay competitive and profitable, especially where estate planning services are being provided on a flat fee.

o   Reduction of Errors. A firm template expedites the estate planning drafting process but it does not reduce errors effectively. Misspellings of client names, incorporation of irrelevant provisions and incorrect jurisdiction cannot be automatically changed prior to editing a template, like it can be using Gavel. Gavel allows you to enter data once and fill it into all of the locations in the template. It also respects complex logic rules for inserting/removing clauses and for formatting information like beneficiary names.

o   No Repeat Data Entry. Gavel also integrates with your practice management system (and also has its own Data Manager function) to allow attorneys to pull data directly from a master database into templates to further reduce errors (such as client name, client matter number, jurisdiction, etc.). Additionally, as estate planning packets usually include several items (will, trust, advance healthcare directive, durable powers of attorney, property transfer documents, beneficiary designation documents, etc.) ensuring that information is consistent and accurate across all documents is crucial.

o   Training and Development for Junior Associates. Junior associates are often the ones who do the first pass at creating an estate planning document from a template. Often, they are overwhelmed with which provisions are necessary and which are uniquely tailored aspects for a particular client. By using Gavel, junior associates can work with the dynamic workflows to understand–themselves–how to tailor contract language for any given scenario.

o   Minimal Review. Because automating estate planning documents with Gavel reduces errors upfront (by allowing attorneys to input relevant information once and then using the auto-populate functions), final outputs from Gavel workflows are much more accurate than manual template drafting.

Yes! While we pride ourselves on easy software that anyone can use, you have access to Gavel workflow builders (“Gavel Experts”) who can help build your vision for you. Gavel Experts have been vetted for their expertise, critical thinking, quality and efficiency and start as low as $35/hour. They are often law students, paralegals and lawyers themselves.

Yes. Gavel’s award winning customer team provides unlimited and speedy support for all customers, regardless of the subscription plan. Contact Gavel via phone, live screenshare, email at [email protected] or even via the Slack community for immediate support. 

Gavel also provides live training and a 24/7 learning center with lesson topics and guides for various aspects of your practice and examples of how other practices and industries are using Gavel.

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

Subscriptions start at $83/mo with a free trial. See what plan is right for you here. 

Reach out to us if you’re a non-profit - we have sliding scales to make sure everyone has access to the platform.

Security is our primary concern given that we serve primarily legal customers. All customers are set up on segregated encrypted databases. All data centers are managed in accordance with leading data security standards, including SOC 1 - 3, PCI DSS Level 1, and ISO 9001 / ISO 27001. Gavel regularly undergoes third party security and penetration testing and is compliant with local privacy laws and regulations. 

See www.gavel.io/security for more details.