Create custom client portals that streamline your intake process and make it easy to gather info from clients any time, anywhere.
Fast, accurate, more powerful document preparation
Significantly slash drafting time by creating or updating perfect documents with any level of complexity, in a fraction of the time.
Spend your time closing deals, not preparing drafts
Centralized data and powerful workflows keep your documentation complete and unified, so you can spend time serving clients, negotiating, and finding new opportunities.
Because we serve customers in the legal field, security is paramount to us. All customers are set up on segregated encrypted databases. All data centers where information is stored 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.
My client intake process works fine. Why automate it now?
Gavel not only saves you time on client intake, but it also improves accuracy and client satisfaction. Gavel lets you:
Collect and store client data seamlessly
Automatically populate multiple documents with your client data with a single click
Automatically populate multiple documents with your client data with a single click
Save time on tasks you can’t bill for
Improve the client experience and enhance client communication
Do I need any technical background to build on Gavel?
No! Gavel is designed for use by professionals in the legal industry, not programmers or software experts. Our customer support team is always there to help if you get stuck.
Does Gavel offer help throughout the building process?
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.
How to Save Time and Build Your Real Estate Law Practice with Automation
Real estate transactions can require a huge amount of paperwork and data entry, and it's crucial to stop human error from creeping into this process. Since closing a real estate transaction may require tight deadlines and force legal professionals to work long hours to get the transaction over the line, it's easy for inaccuracies and errors to occur.
Real estate law can get complicated and cross over into family law and estate planning law, depending on how the title is held. That means your law office needs to be well-versed in real estate law and be able to spot issues that may require reaching out to estate planning or family law experts.
All of this means that there is tons of information to be gathered and paperwork to be managed. Time-consuming, repetitive tasks like creating legal documents are ideal for automation tools, and implementing automation software can transform your legal practice.
Gavel is a software platform that allows lawyers to build questionnaires (also called “workflows”) that, when answered, auto-fill the appropriate form or template. A legal professional or client can complete these customized questionnaires, as lawyers can embed legal guidance, videos, and explanations within them. A completed questionnaire is one click away from being a fully completed legal work product. In this way, lawyers can use Gavel to “build a Turbotax” for their real estate law practice and monetize their work at scale.
Automating your real estate law practice lets you create documents like purchase agreements, deeds, escrow agreements, and title affidavits, all using information provided via client questionnaires. That means you can spend less time on document management and more time on enhancing the client experience.
Why Automate Real Estate Law?
Real estate transactions require extensive documentation. And if you don't get those documents just right, you can delay a transaction and even miss an important deadline. Accuracy is everything, especially when dealing with documents like:
Chain of Title Documents
Purchase Agreement
Affidavits
Financial Documents
Leases
All of these documents are ideal for automation technology.
Automation systems can keep you from neglecting to draft important documents for your real estate client. They also help you to maintain consistency across multiple documents so that you can use the same language to describe how the title is held, for example. Automating your documents also helps to speed up the drafting of documents while maintaining or even improving your accuracy, as there is less room for human error.
Automation helps you simplify administrative tasks to spend more time on client communications and customer relationship management (CRM). Spend your billable hours providing legal services and let the software handle routine administrative tasks like document generation.
Streamline the intake process. When performing a client intake–whether in person or sending a Word doc or PDF to a client– lots of issues can arise. For example, a client may misunderstand a question and provide incorrect information or need extra guidance on a few questions. Sending an approachable questionnaire could result in insufficient information and additional follow-up, while sending a comprehensive questionnaire could overwhelm them. A dynamic Gavel questionnaire allows a lawyer to get a better understanding of the scope of the case and get a head start on addressing facts while not overwhelming or offputting the client. Because the questionnaires are fully customizable, you can provide guidance inside the questionnaire to help the client fill it out correctly and avoid bottlenecks based on bad information.
Automate your templates. You may already have templates for documents you frequently need, such as a purchase agreement. Gavel's conditional paragraph feature lets you automatically incorporate that paragraph depending on the responses your client provides on the intake questionnaire or any other specific questionnaire you create for them. This feature makes sure that the right paragraphs are added to the underlying template where they are needed and not where they are irrelevant.
Gavel can help you:
Automate the creation of documents like purchase agreements, affidavits, disclosure statements, and trust agreements
Ensure greater accuracy across multiple documents by reducing manual processes
Increase profitability by freeing up your time to reach new potential clients and giving you a passive income source through productized legal services
Spend more time on billable work and building client relationships and less time on document creation, invoicing, and administrative tasks
Gavel Features for Real Estate Law
Gavel has a range of features that make it ideal for your real estate law practice:
Conditional Paragraphs: These paragraphs populate the underlying template depending on the answers given in the questionnaire. For example, if an answer in the workflow states that the piece of land for sale is a commercial property, the underlying template can automatically include specific paragraphs/language that may only be relevant to commercial property sales.
Section Labels: Closing a real estate deal involves a lot of work and seemingly multiple fires that need to be put out at every turn. The workflows you create on Gavel have section label capabilities that help you stay organized and make case management easier.
Whitelabel Capabilities: This lets parties to transactions easily know whose paperwork they are completing. Gavel can be customized with your law firm logo and colors to bring consistent branding to your legal automation tools.
Document Automation: Gavel uses customizable workflows that the client or attorney can complete. The answers in these questionnaires can then be transferred to a Word or PDF document, streamlining information gathering and helping your client to understand exactly what you need from them. This makes onboarding quicker and more accurate, saves time for lawyers and paralegals, and ensures client satisfaction.
Gavel’s AI tool called “Blueprint” Makes Document Automation Even Faster: With Blueprint, users can simply upload the document they want to automate once, and let Blueprint scan the upload and suggest custom questions to populate a questionnaire using generative AI. Once the questionnaire is created and your desired output documents are tagged and attached, your legal team or client can complete the questionnaire, ensuring you get the answers you need to generate the document.
Info Bubbles & Default Answers: You can create info bubbles and default answers to guide your client through some of the trickier aspects of real estate law. You can even embed videos explaining key concepts to ensure your client understands what they are filling out.
Customer Support. If you’re new to law firm automation, you might need extra help getting started–no matter how user-friendly the software is. Gavel’s award-winning customer support offers unlimited support to customers at any tier. We are available seven days a week and offer email, phone, and screen share support.
Easy to Use (No Technical Knowledge Required). Gavel is designed to be used by legal industry professionals, not programmers. Our user-friendly interface means the platform can be used by all your team members and clients, making legal workflow automation more accessible whenever.
Driving Results with Real Estate Law Automation
Gavel’s legal tech is transforming the legal industry.
For example, attorney Nick Graham used Gavel to build his residential lease generator software, FreshLease. Many landlords simply use leases they find online, which may not address all the issues they need to cover themselves. Gavel's conditional logic and repeating variables allowed the software to create customized leases that protect landlords and tenants.
Sometimes, when practicing real estate law for new clients, you may need financial documents like mortgage agreements and cooperation from lenders. Gavel’s native Docusign integration helped Dennis Doss of Doss Law create a platform that lets mortgage lenders create custom agreements based on the client questionnaires and get them signed remotely. This allowed clients to complete legal documents in under 30 minutes for a fraction of the cost of hiring an attorney, revolutionizing this practice area.
Studies show that our software solutions save law firms up to 90% of the time they spend drafting legal documents. Our law firm automation solution reduces your firm's time on paperwork and lets you spend more time building client relationships and growing your firm.
Gavel has helped law firms:
Spend less time drafting and more time improving the client experience
Scale their business by freeing up more time for client outreach
Create tools that reach new clients and improve access to justice
Reach new markets by productizing legal services, using legal tech to serve clients who may have lacked access to justice
Use Cases for Real Estate Law Automation
DraftingPreliminary Change of Ownership Reports. For example, Gavel can help you draft Preliminary Change of Ownership Reports in California. Gavel’s Blueprint AI can scan these forms and suggest questions for your workflow to ensure the forms are filled out accurately. It can do this for any legal form from various jurisdictions.
Drafting Real Estate Purchase Agreements. Use answers from questionnaires to draft real estate purchase agreements specific to your client’s needs. You can also use existing client information, as Gavel syncs seamlessly with legal practice management software like Clio and other automation tools like Zapier.
Drafting Deeds. Automating the drafting of deeds ensures that the deed reflects the exact way title is held for each property. Gavel can ensure that names, addresses, and property tax amounts are accurately imported to ensure that deeds are filled out correctly.
Drafting Attorney-Client Engagement Letter. Gavel can generate an engagement letter by extracting the client’s name, address, business details, and other information from a client intake form into a letter template. You can then use Docusign integration to execute the engagement letter.
Top Features to Consider for Real Estate Law Automation
User-Friendly Interface. You want a straightforward and intuitive design that is easily trainable for paralegals, staff, and clients. You also want a system that is easy to start with so you don't waste much time mastering a learning curve.
Customer Support. Robust support can guide you through the law firm automation process, especially if you have no expertise with technology. We are available 7 days a week, and we offer email, phone, and screen share support.
Document Automation: Gavel uses customizable workflows that the client or attorney can complete.The answers in these intake workflows can then be transferred to a Word or PDF document, streamlining information gathering and helping your client to understand exactly what you need from them. This makes onboarding quicker and more accurate, saves time for lawyers and paralegals, and ensures client satisfaction.
Security. Handling a client’s financial information requires robust security. Industry-leading encryption protects your client’s data on secure servers, and they retain control over the information they share through their client portal.
AI-Enabled Processes: Our award-winning AI streamlines routine tasks through Gavel’s AI tool, Blueprint, you can upload a payment agreement template or form, for example, and have Blueprint scan for fillable fields. Blueprint will then create a workflow with suggested questions to populate your questionnaire that you can customize and adapt to fit your needs. Once the questionnaire is completed, the agreement is ready for execution, final review, and filing.
Transform Your Real Estate Practice with Gavel
The complexity, tight deadlines, and high accuracy requirements of real estate law make it ideal for automation. Improve client satisfaction and free up time by introducing automation into your process with Gavel. Sign up for a free trial and see what we can do for you.
"Gavel is an integral tool in our practice that allows us to focus our time on billable work."
Joy Evans
Co-Founder of CP Closings LLC, and Senior Paralegal at Crestpoint Law, PLLC
By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
