Personal injury lawyers often meet their clients on the heels of a traumatic injury. As most PI lawyers can attest, the human touch in an otherwise bureaucratic discovery process can impact a personal injury legal practice. Getting the details of a personal injury case wrong can frustrate a client who has already suffered physical, emotional, and financial setbacks. And missing a deadline to assert a claim due to tasks slipping through the cracks can jeopardize a personal injury lawyer’s livelihood.
Automation tools like Gavel can mitigate these costly mistakes and give you the bandwidth to maintain that human touch.
Gavel is a document automation and document generation software that cuts the number of these errors (and cuts the time needed to fix those errors). On Gavel, lawyers can build questionnaires (also called “workflows”) that, when answered, auto-fill the appropriate form or template. These customized questionnaires can be completed by the lawyer or client, as lawyers can embed legal guidance, videos, and explanations within them. Completed questionnaires are then one click away from being fully completed legal documents. With these workflows, PI firms can streamline their client intake and onboarding process, draft accurate demand letters, propound and respond to discovery and so much more. In this way, lawyers can use Gavel to “build a Turbotax” for their personal injury practice and monetize their work at scale.
Read on to learn how Gavel can increase client relationships and client satisfaction, improve your customer relationship management or CRM, and revolutionize your law practice today.
Whether you are sending the initial demand letter at the beginning of a case or filing court pleadings later, getting comprehensive, accurate, and relevant facts is crucial. Potential clients’ freshest recollection of their injury will likely be at the beginning of your representation, which is why it is paramount to ask the right questions upfront.
Building an intake form on Gavel that already has the relevant questions (like client’s name, client’s date of birth, date of injury, type of injury, medical costs, etc.) ensures that important questions don’t get left behind. It also ensures that there are fewer unnecessary follow-ups from missed questions and that you can get a head start on the legal research you may need to do from issue spotting the completed intake questionnaire. Explanations, info bubbles, and videos can also be embedded in each questionnaire to provide additional context to your clients for questions that require a little extra hand-holding. Though data collection and data entry like this is often considered an administrative task, good personal injury attorneys know that although time-consuming, this leg of the representation is not to be taken lightly. Accuracy and consistency are the foundation of a more persuasive PI claim, after all.
Gavel is also able to automate your templates. You can also use Gavel’s AI tool, Blueprint, to expedite the generation of your legal documents. For example, if you have a template for a demand letter or complaint, you can upload that template onto Gavel and let it scan the upload. Blueprint will then suggest custom questions to populate the questionnaire. Once the questionnaire is populated, you, another legal professional on your legal team, or even your client can fill out the questionnaire. With one click, the completed questionnaire then auto-populates the relevant fields in the template, resulting in a completed legal work product in a fraction of the time.
Not a fan of artificial intelligence? No problem, you can create a customizable workflow manually once, connect the relevant template, and still harness the powerful automation capabilities of Gavel.
Using Gavel to automate multiple documents in a case means repetitive tasks (like inputting the client’s name correctly in all documents, for example) are cut down. The likelihood of spelling mistakes or inconsistent data entry across the documents due to human error is also mitigated. Your caseload will feel lighter, and you’ll see for yourself how using Gavel produces better outcomes.
Clients can always access the intake forms for their case through the client-facing portal. This makes client communication and collecting client information more efficient and streamlines processes. Ultimately? Your documents are more accurate, and the client experience is improved, all the while saving time, freeing you up to accept more clients, and increasing your practice’s profitability. Plus, happier clients can lead to more referrals, helping your business grow.
- Spend less time drafting documents and gathering information and more time working with your client.
- Create custom workflows for all your personal injury cases to eliminate low-value repetitive tasks and improve your firm operations.
- Utilize Gavel’s AI tool, Blueprint, to further streamline document generation and minimize errors.
- Significantly speed up client intake, allowing you to serve more clients.
- Faster case resolution
- Improved accuracy
- Increased marketing toolkit
- Scalable tools that allow you to productize services and attract new clients
- More time to spend nurturing client relationships and creating new ones
Gavel’s automated questionnaires, document completion indications, and integration with other platforms can transform multiple aspects of your personal injury practice.
- Demand Letter Drafting: Gavel lets you automate writing demand letters, speeding up the process while reducing errors at the same time. The client can fill in the necessary questionnaire fields on Gavel’s secure portal including crucial facts about the injury event. Then, in only a few clicks, you can build a workflow based on their answers and create a demand letter as a Word or PDF document.
- Propounding Special Interrogatories During Discovery: Create and automate your special interrogatories for your current case and all future cases. This means less time fretting that your last CTRL+ F “find and replace” action affected your document format and ensuring comprehensive requests for information.
- Medical Record Request Form: Use client-provided information to obtain medical information from health practitioners. Gavel’s AI, Blueprint, can scan fillable forms like medical record requests, and then incorporate them into a workflow so that you can easily and quickly fill forms out with the correct information.
- Settlement Agreements: Reduce the time you spend creating settlement agreements. Gavel can automate much of the necessary information in the agreement, creating an agreement you can review, add terms to, and customize according to your needs. When you’re done, utilize Gavel’s Docusign integration to quickly execute the agreement.
