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Gavel Exec

Gavel Workflows

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Intro To Document Automation
What can you automate with Gavel workflows?
Quickstart Guide
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Questionnaire

Question Types
Formatting Questions
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

Video Series

Workflows Crash Course

Support

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Wishlist
Gavel University

Account Management

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Video Series

Workflows Crash Course

Five Minute Demo
Builder Dashboard
Word Documents
PDF Documents
Customization
Integrations and Data Manager

About this lesson

This video gives a quick overview of Gavel workflows and document automation.

Dashboard Overview

Get a better understanding on how to navigate the Gavel Workflows Dashboard.

Adding Logic to Questions and Pages

Make your questionnaire dynamic by using question and page logic.

Repeating Item Lists

Collect sets of data in Repeating Items, where you need information on items and do not know how many of those items may be needed.

Loading the Document Tagger Word add-in

Connect your questionnaire to your Word templates in order to tag the template with your new variables.

Setting up Word documents

Make your templates dynamic by using conditional logic with the Document Tagger.

Repeating Item Deep Dive

Learn how to tag your Word templates for Repeating Items

Tagging fillable PDFs with Blueprint the AI Workflow Generator

By using Gavel Blueprint, you can quickly scan and tag your fillable PDFs into quick and easy Workflows.

Tagging PDFs with PDF Tagger

Directly Tag your fillable PDFs in the Gavel PDF Tagger.

Adding Logic to Generated Documents

Use Document Logic to decide which documents will be generated based on answers provided in the questionnare.

Creating Client-Facing Workflows

Create Questionnaires that will be dynamic and easy to use for your clients.

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.

DocuSign Integration

Contact Gavel Workflows Support

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​About this lesson

​Dashboard Overview

​Adding Logic to Questions and Pages

​Repeating Item Lists

​Loading the Document Tagger Word add-in

​Setting up Word documents

​Repeating Item Deep Dive

​Tagging fillable PDFs with Blueprint the AI Workflow Generator

​Tagging PDFs with PDF Tagger

​Adding Logic to Generated Documents

​Creating Client-Facing Workflows

​Connect Clio to your internal workflows

​Using Data Manager

​Look-Up Tables, CSVs, and Spreadsheets.