While each case is unique, there are certain questions and tasks that are routinely asked and done. Before even getting to automating documents, there is a good amount of data to collect in the intake form from every client who retains your services.
Streamline your intake process by building a customized, dynamic intake questionnaire on Gavel. When performing a client intake–whether in person or sending a Word doc or PDF to a client–there are many issues that can arise. A few examples: a client may misunderstand a question and provide incorrect information, a client might need extra guidance on a few questions, sending an approachable questionnaire could result in insufficient information, and additional follow-up while sending a wholly comprehensive questionnaire could off-put the client and overwhelm them. Gavel can help.
In Gavel, you can also add
info bubbles and suggestions to make sure your clients complete the questionnaires correctly. You can also add “logic” to your questionnaires to create a decision tree that determines when
particular fields are shown or hidden. So, your questionnaire can ask if the client has children and then ask for the names and dates of birth of those children. If the answer to the initial question is ‘no,’ then the client never sees the questions about children’s names and dates of birth. Even better, Gavel lets you repeat questions on the questionnaire so you can collect all the right information. You can use
this feature to collect information on multiple children, for example. Instead of manually asking the names of your client’s many children, you can use the repeating items function to ask the same question multiple times easily. These features save you time, giving you all the facts you need without having to ask every question yourself.
Automate your templates with Gavel. Lots of family lawyers use templates for drafting specific documents; for example, you may have paragraphs you routinely use in custody document pleadings including relevant precedents and citations. Gavel’s
conditional paragraph feature lets you automatically incorporate that paragraph depending on certain responses to the intake questionnaire or any other specific questionnaire you create. This feature makes sure that the right paragraphs are added to the underlying template where they’re needed and not where they would be irrelevant.
Leverage the power of AI by using Gavel’s AI tool, Blueprint, to automate existing templates and forms. With Blueprint, you can upload the document you want to automate just once, and the AI will scan the document and suggest custom questions for your questionnaire. You can then send the questionnaire to existing and future clients. Once they complete it, you will have an accurate document ready to be signed (via Docusign or native e-signature integration) and submitted.
Piggyback off No-Setup Automated Forms to make things even easier. These ready-made workflows are already built out with accompanying templates, but they are also fully customizable. Select your desired form, add it to your account, and you’ll soon have a questionnaire and template that you can customize. You don’t have to start from scratch.
Gavel gives you:
