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You asked for it, and now it's here! Our newest feature allows you to sort, filter, organize, and store your client data like never before.
Easy intake and document automation to auto-populate your templates.
We're excited to announce our new Data Manager feature! This tool allows you to take control over your client data and eliminate the need for some of your third-party connections or automations. You can store, sort, filter, edit, and organize your client data directly on Gavel.
Read more about the new Data Manager here, and let us know what you think!
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We're getting great questions about using Invisible Logic (now called Calculations) in Workflow Builder 2.0, so we wanted to address the most common ones. Let's dive in!
"That's where the magic is. That's where I can save a good 10 hours. There's a day saved easily."
