Legal Form Drafting & Management Software

How it Works

Automating Your Proprietary Legal Form on Gavel

To create a legal form from scratch, create a workflow that gathers the necessary information, then curate how you want the end product to look. Learn more about creating a workflow from scratch here.

Automating a Pre-Existing Legal Form on Gavel

You can automate existing legal forms with Gavel, too. Upload the form (like a court form or PDF document) to Gavel and then add the relevant tags to create a workflow that auto-completes each form with precision. A2J Tech, a social justice enterprise, did just that when creating an app that allows users to complete a Texas Notice of Current Address.

The Uploaded Form

The Workflow

Legal Forms With vs. Without Gavel

Automating a Court Form

Without Gavel

Attorney manually completes court form that:

Is completed via PDF filler or by hand
Often asks for repetitive information (e.g. client name, attorney bar number, case number)
Cannot notify attorney, in real time, that a question was left unanswered
Must be completed one by one
May result in error as the intake responses cannot be limited to certain characters (e.g.DOB needs to be a calendar response, SSN needs to have 9 characters)

With Gavel

Attorney sets up the workflow once upfront:

Uploads court forms to Gavel
Creates a questionnaire to capture the information necessary for the form
Tags questionnaire information to the form and adds any desired conditional logic

Thereafter, forms can be generated in seconds after the relevant client information is captured:

Either attorney, paralegal or client (through a client intake) enter relevant client data into Gavel
The form or form set is automatically populated with a click of a button
Reduced document review time, because:
o    Gavel reduces input error by limiting the type of response accepted
o    Data entry is easy because only the relevant questions are shown to the user
o    Logic and calculations allow any special language to be generated in document based on attorney-created rules

To see a With vs. Without Gavel comparison for creating a legal form (as opposed to digitizing/completing a pre-existing one), click here.

Why Gavel?

#1 most powerful document automation software

Drag and drop user interface makes it easy for anyone to set up

Client-facing features, so your clients can 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

Case Studies

Firms across the globe have streamlined their services by creating legal forms on Gavel.

Hague Envoy

Hague Envoy created an app on Gavel to efficiently generate completed Hague Service Requests (Form USM-94) allowing litigators in the US and Canada to serve opposing parties in other countries.

“Gavel is a total package! The staff is always responsive and helpful. The platform is exquisite in its functionality and flawlessly dependable.”

Peggy L.

M.Ed., M.Sc., Developer and Managing Director at USM94.comLLC (Hague Envoy)

The Justice and Diversity Center

The Justice & Diversity Center a San Francisco-based non-profit, created a Gavel automated workflow that would generate a complaint for plaintiffs.

Southern Minnesota Regional Legal Services

Southern Minnesota Regional Legal Services, an organization that provides free, high-quality legal help to low-income individuals, used Gavel to create an automated social security medical records request.

FAQs

I manually create and complete legal forms and don’t see a need to change what I’m doing. Why should I start now?

I want to incorporate a legal form into my practice, but I don’t want to build one. Where can I find premade forms?

I want to automate my legal forms, but I don’t have time. Can I hire someone to build it for me?

Does Gavel offer help throughout the building process?

Do I need any technical background to build on Gavel?

How much does it cost?

How secure is Gavel?

What Else Can I Automate?

General

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

Corporate

Share Purchase Agreements
Operating Agreements
Articles of Incorporations
Bylaws
Series A Fundraising Documents
Series Seed Fundraising Documents
NVCA documents
Subscription documents
Non-disclosure agreements
Equity Incentive Plans

Real Estate

Deeds
Title Documents
Purchase Agreements
Lease Agreements
Assignments
PCORs
Mortgage and other financing documents

Family Law

Child Custody Agreements
Prenuptial/postnuptial agreements
Marital Agreements
Adoption Papers

Immigration

Visa Applications
Green Card Applications
Employment Authorization Applications
Asylum Applications
Citizenship Applications
Petition for Family Members

Mortgage and Loan Law

Construction loans
Business purpose loans
Consumer bridge loans
Forbearance agreements
Modification or extension agreements
Pre-negotiation agreements
Residential docs corrections
Loan default letters
Broker investor packages
Buyer closing docs
Seller closing docs
Lease agreements

Legal Aid

Restraining orders
Fee waivers
Name changes

Estate Planning

Wills
Power of Attorneys
Marital Agreements
Health Care Directives
Trusts for couple
Trusts for single
Property Assignments
Beneficiary Designations

Franchise Law

Franchise agreements
Franchise disclosure documents
Joint Venture Agreements
Purchase Agreements

Mortgage and Loan Law

Offer Letters
Employee handbooks
Independent contractor agreements
Consulting agreements
Advisor agreements
Separation agreements
Stock option agreements
Covid-19 Related Policies
ICHRA
ERISA
FMLA policy creators
NCR compliance
Confidentiality Agreements

Testimonials

[Gavel] Has Made My Dream Project Possible
…

‍Pros: 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.

Cons: There are no cons. This is some of the easiest software I've used. If learning Excel is a 7 in terms of difficulty, learning [Gavel] is a 1.

Susan S., Attorney - (read more here)

Simplifies legal work and enhances productivity. GREAT customer service

Kimberly U., General Counsel - Capterra Review

Very intuitive and powerful document automation and expert system

Pros: [Gavel] is the most robust system and the only one that could satisfy our security needs. I started using [Gavel] for legal documents, and then realized how much more power and capacity it has, so I'm now using it for my projects, HR documents, and pdf forms we need to complete. It's been a game changer. They were able to set up SSO and the API has allowed us to seamlessly integrate with our current systems.

Cons: It took our company too long to find them in the first place!

Verified Reviewer (read more here)

Easy to use software with all security features our large enterprise needed to implement broadly

Overall: Huge time savings.

Pros: We switched over from using a Zapier, Typeform, Webmerge integration, which was hard to use, getting expensive, and was not as secure as we wanted it to be with client data. [Gavel] sets each user up on their own instance of AWS, so data is blackboxed and secure. The customer support is incredible, and they helped us transition all our documents over from the prior solution.

Cons: None so far. I've never gotten software approved by all the stakeholders in the company as quickly as I did with [Gavel]. They're very responsive.

Verified Reviewer (read more here)

This is the most innovative and comprehensive form automation tool that I am aware of on the market today! To create documents and apps with little to no coding experience is a game changer!!

Verified Reviewer (read more here)

Legal Form Drafting & Management Software

Having Legal Forms Work For You

What are legal forms?

How it Works

Automating Your Proprietary Legal Form on Gavel

Automating a Pre-Existing Legal Form on Gavel

Hiring a Gavel Expert to Automate a Legal Form