Gavel

Gavel is a no-code template/form-building software that is easy to use and share with clients. I love the ease of putting together an aesthetically pleasing questionnaire for clients that I can put together efficiently while being able to develop so that I can get the most helpful information from a client or prospective client. Gavel lets you create conditional questions that will take a client to a follow-up question, depending on his or her response to the first question. Once the questionnaire is complete, Gavel creates a link that I can send to a client via email, text, or in whatever way I am communicating with them. The link takes the client to a clean, nice-looking portal where they can complete the questionnaire, which I can then integrate with my Clio Grow CRM through a "zap" from Zapier. Also, questions can be marked as "required", and for those questions, the client cannot move on to the next question without including a response; in the alternative, questions can not require a response either. You can customize it to how you see fit. Gavel also allows you to take payments from clients, and you can include payment requirements before a client fills out a form, between two forms, or after. Payments can be recorded in your CRM through the Zapier integration as well. Further, I can use Gavel to schedule client appointments with Calendly or any online scheduling software, then integrate it into my workflow to streamline appointment scheduling for my clients. Going back to Zapier, there are many ways that Gavel's utility can be extended even further through creative automation with Zapier, such as sending automated texts, as one example. The ease of implementation is refreshing, it does not require me to be a software developer to get the most out of this software so that I can translate my use of Gavel into providing the highest quality of service to each of my clients. I can use the software daily, and it will only take up a limited amount of time. Lastly, I'd like to give a shoutout to Lonnie and the rest of the Customer Support team at Gavel, who are responsive and eager to assist me and the rest of the Gavel users. I highly recommend Gavel! I cannot speak highly enough of this app!

The pricing options are not fully clear, and can be pricey for a solo practitioner or small law firm with limited employees; however, the software is a great price for growing legal practices and medium to large firms. It would be great if Gavel could secure a direct integration with Clio Grow AND Clio Manage, which it does not currently have because I believe that it is superior software over LawYaw.

It solves the problem of taking hours and hours, in addition to the technical knowledge of web form building, and it allows non-tech individuals and teams to build high-quality templates and other web forms that can vary in complexity. It is very useful for creating questionnaires that will play out conditionally, depending on the specific responses of an individual who is completing the questionnaire or form. This, very importantly, saves time for them as well. The ease of use of transmitting a web link to the user raises the likelihood that they will complete the form timely as well. And being able to schedule with a prospective client, client, or whoever else you need to complete your form, you can send it to them and they do not need an account to complete it; however, if they must make a payment to continue with your law practice, you can ensure that this happens by inserting this required step where you see fit. Further, the sky is the limit regarding the ability to customize and streamline the who, what, where, when, why, and how that you desire to respond to your form. You can embed these forms into your website, or a specific landing page. Gavel is high-quality software developed and managed by a team that actively seeks improvement and growing with its users. This is what I most appreciate about the software.

The software is easy to use and the administrative interface is simple and straightforward. The support staff is excellent and it is well worth the price. We use this software in a non-traditional manner as we are a service company and not a law firm and it works exceptionally well for our use case scenario.

Even though the software is not very old is is well documented, but could use some improvements on that end. Some functionality could be added, but they are working on that. Nothing is perfect out of the box, but what they have to offer is exceptionally functional.

We are using the software to automate proposal generation for our clients. Our proposals are much more like legal documents than anything else, hence the software works very well for us.

I use Documate for building legal applications for my clients, and I charge my clients for them. I love the flexibility Documate gives me to do this. I have built several legal modules that I now sell to my clients. I collect payments through Stripe, and they also integrate with lots of other tools, including Clio and Zapier-supported applications.

I wanted to say I wanted more customization, but then they started allowing you to add your own CSS, and they made my world. I can now modify my workflows to have them match my website styling exactly - down to the button styles and fonts and colors.

Another useful aspect of Documate is that they have document automation consultants on hand to build out workflows for you. So if you don't have time, they have contractors who can help you get up and running, too.

Our team has tried almost every automation tool out there, and Documate is the one we chose because of the ease of use and how much you can do with it. It's very easy to get up and running because of the easy user interface, but it's also very powerful and has been able to handle everything I've needed for our complex corporate contracts.

Great software, and I have absolutely nothing to complain about so far. It's really been able to accomplish everything I wanted.

If you're looking for a contract automation tool, Documate can do it all - clause libraries, logic, web-based review, easy interface. We love it.

Documate is marketed mostly to lawyers, but I use this software for building medical reports. What used to take me hours and hours now takes 30-40 minutes with all of the numerous inputs that I have. I have added so many conditions into my documents, and it has been able to handle them all.

Market to us psychologists, too! We dig your software, Documate.

I've loved building on Documate, and the customer support has been above and beyond.

I have previously had a hard time finding good automation software for my Mac and often had to create a Windows environment in my Mac to be able to run different software. And even those were terrible. But Documate works with Macs and is easier to use than the clunky tools I've used in the past. So much better than HotDocs and Contract Express, and any other Thomson Reuters product for that matter.

Great product. I wish I had given up on legacy tools mcuh earlier and tried Documate, as it would have saved me a ton of time and money.

Really affordable for what you get. Documate has been a hit at our Mac-first company!

The hook for me was that this platform allows me to custom brand my workflows and make them client-facing. I am also able to create client profiles for my clients and store their data when I want to. I have a custom domain, custom styling, and it looks like I had a developer build everything out for me, but I just pay Documate a small monthly fee. :)

They've really added almost every feature I've asked for, so it's nearly perfect, and I know they're adding more features (literally) every day, too.

Documate has been a great client-facing tool for intake and for generating documents. I use it both as a client-facing tool and as an internal tool to automate my document packets.

I use Clio, but their document automation is not great nor is their intake. Documate has allowed me to replace the document automation AND the intake that Clio Manage and Clio grow provide. And because of the Clio integration, it means I can continue to use Clio for all the other practice management functions I already use them for. Clio should be thankful for the Documate integration!

Absolutely stellar in every way! Clients love the client intake functionality because it's completely branded to my firm, and the doc automation tool is more powerful than any others I've tried.

Documate has accomplished what no other software tool has been able to for me. I am so grateful that I found them through the marketplace!

I am drafting loan applications with very complex nested logic and calculations, and I didn't think I would find any software that would work to fully automate the process. Documate has a feature called "invisible logic" that allows you to create logic that is as complex as you want it to be. This has been a lifesaver for my business and is allowing me to scale my practice rapidly and easily.

No cons so far. The support has been amazing and they've even added features I've asked for.

Love the software overall and the support is incredible. They usually respond within minutes and always within the hour. Incredible.