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Workflows Video Crash Course
Integrate and Reuse Your Data
Gavel Exec: AI-Powered Contract Review
Gavel Workflows: Document Automation
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Intro To Document Automation
What can you automate with Gavel workflows?
Quickstart Guide
Questionnaire
Question Types
Pages and Sections
Repeating Items
File Uploads
Document Templates
Gavel Document Tagger
PDF Tagger
Formatting Dates, Numbers, and Text
Document Output Settings
Document Titles
Logic & Calculations
Template: Show Paragraph and Phrases
Workflows: Show Questions and Pages
Calculations: Advanced Logic
Sharing & Access
User Management
Sharing Workflows
Client Portals
Bundles: Group Workflows
Bundles: Productization
Data Manager
Integrations
Gavel API Documentation
Gavel to Zapier (webhooks)
Clio Integration
DocuSign Integration
Workflows Video Crash Course
Gavel Workflows: Five Minute Demo
Introduction to the Questionnaire Builder
Generating Word Documents
Generating PDF Documents
Customize Documents and Client Facing Workflows
Integrate and Reuse Your Data
On this page
Connect Clio to your internal workflows
Using Data Manager
Look-Up Tables, CSVs, and Spreadsheets.
Workflows Video Crash Course
Integrate and Reuse Your Data
Connect Clio to your internal workflows
Connect your Clio Matter and Clio Contact Cards to Gavel to minimize repetative data inputs.
Using Data Manager
Use the internal Gavel Data Manager to review and edit your client sessions, and even reuse the data from workflow to workflow.
Look-Up Tables, CSVs, and Spreadsheets.
Use the CSV question type to pull data sets from your spreadsheets.
Customize Documents and Client Facing Workflows
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