# Gavel ## Docs - [Workflows Crash Course](https://helpdocs.gavel.io/docs/gavel-101/workflow-video-series.md) - [Batch Analysis: Generate a Comparative Table and Memo](https://helpdocs.gavel.io/exec/batch-analysis.md): Turn a set of contracts into an interactive spreadsheet—extract terms, compare clauses, and spot inconsistencies across multiple files at once. - [Gavel Exec Certification Course](https://helpdocs.gavel.io/exec/certification-course.md): Become a certified Gavel Exec user through our online course on Gavel University — learn best practices, advanced features, and earn your certification. - [Chat Mode](https://helpdocs.gavel.io/exec/chat-mode.md): Use Chat Mode to ask questions, summarize clauses, draft new language, generate redlines, and evaluate counterparty changes — from within Microsoft Word or on Web Exec. - [Contact Gavel Exec Support](https://helpdocs.gavel.io/exec/contact-us.md): Reach the Gavel Exec team by email, phone, or scheduled call — get help with setup, billing, or any questions about using the add-in. - [Install Gavel Exec Add-In for Word](https://helpdocs.gavel.io/exec/installation.md): Add the Gavel Exec add-in to Microsoft Word from Microsoft AppSource, set up your account, and troubleshoot common deployment errors. - [What Is Gavel Exec? ](https://helpdocs.gavel.io/exec/introduction.md): Gavel Exec runs inside Microsoft Word and on the web, letting attorneys analyze, redline, and draft contracts using AI trained on transactional legal language. - [Market Benchmarking: Comparing Contracts against Market Standards](https://helpdocs.gavel.io/exec/market-benchmarking.md): Compare contracts against market standards to instantly identify off-market, missing, or weaker terms. - [Playbooks: Apply Consistent Rules to Every Contract](https://helpdocs.gavel.io/exec/playbooks.md): Use built-in or custom Playbooks to apply a structured rule set to any contract, enforcing consistent positions and flagging deviations across every deal. - [Projects: Deal-Level AI Context for Gavel Exec Chat](https://helpdocs.gavel.io/exec/projects.md): Projects attach firm-specific files and instructions to Chat Mode so every prompt reflects your client's positions, preferred style, and deal history. - [Gavel Exec Quick Actions](https://helpdocs.gavel.io/exec/quick-action-guide.md): Quick Actions are guided prompts that walk you through the inputs needed to redline, comment, draft, summarize, and find missing terms in your contracts. - [Upgrade Your Gavel Exec Plan for Unlimited Queries](https://helpdocs.gavel.io/exec/upgrading.md): Switch to a paid Gavel Exec plan for unlimited queries at $160 per month — complete the upgrade in three steps directly inside the add-in. - [Gavel Exec Video Series](https://helpdocs.gavel.io/exec/video-series.md): Watch video tutorials covering how to get started with Gavel Exec, including the AI Tutorial Introduction and what's new in recent updates. - [Submit a Feature Request for Gavel Exec](https://helpdocs.gavel.io/exec/wishlist.md): Submit feature requests and suggestions to help shape the future of Gavel Exec — the team reviews every idea and uses your feedback to guide development. - [Workspaces and Sharing: Collaborate with Your Team](https://helpdocs.gavel.io/exec/workspaces-and-sharing.md): Add team members, attorneys, and clients to your workspace, then share Projects and Playbooks with full control over who can view or edit. - [Gavel API Documentation](https://helpdocs.gavel.io/workflows/api.md): Use the Gavel API to create workflow sessions with pre-filled data, retrieve generated documents, and list workflow metadata programmatically. - [Bundles: Group Workflows](https://helpdocs.gavel.io/workflows/bundles.md): Combine multiple workflows into one shareable bundle, set free or paid Stripe pricing, enforce completion order, and embed bundle cards on your site. - [Calculations: Advanced Logic](https://helpdocs.gavel.io/workflows/calculations.md): Create computed variables, set conditional values, automate pronoun handling, and perform numerical and date calculations in your Gavel workflows. - [Cancelling Your Workflow Account](https://helpdocs.gavel.io/workflows/cancel-account.md): How to cancel your Gavel Workflows account, what happens to your workflows and data after cancellation, and how to reach support if you need help. - [Gavel Workflows Certification Courses](https://helpdocs.gavel.io/workflows/certification-course.md): Become a certified Gavel Workflows user through our online courses on Gavel University — learn best practices, advanced features, and earn your certification. - [Client Portals](https://helpdocs.gavel.io/workflows/client-portals.md): Build public or login-gated portals, assign specific workflows to users, control access permissions, and configure multiple-signature workflows. - [Clio Integration](https://helpdocs.gavel.io/workflows/clio.md): Link your Clio Manage account to Gavel to pull contact and matter data into workflows, tag documents with Clio fields, and send output to Clio matters. - [Template: Show Paragraph and Phrases](https://helpdocs.gavel.io/workflows/conditional-content.md): Show or hide inline phrases, full paragraphs, numbered clauses, and table rows based on client answers using Gavel's conditional content syntax. - [Contact Gavel Workflows Support](https://helpdocs.gavel.io/workflows/contact-us.md): Reach the Gavel Workflows team by email, phone, or scheduled call — get help with setup, billing, or any questions about building workflows. - [Data Manager](https://helpdocs.gavel.io/workflows/data-manager.md): Use the Data Manager to view, filter, edit, and transfer workflow responses, download generated documents, and push client data between workflows. - [Document Titles](https://helpdocs.gavel.io/workflows/document-naming.md): Use variable values in your generated document file names so each output is automatically named after the client, matter, or other questionnaire answer. - [Document Output Settings](https://helpdocs.gavel.io/workflows/document-settings.md): Control output file types, hide documents from end users, send them by email automatically, and apply conditional logic to document generation. - [DocuSign Integration](https://helpdocs.gavel.io/workflows/docusign.md): Connect DocuSign to Gavel, tag templates with signature anchors, configure recipients, and send envelopes automatically when workflows complete. - [File Uploads](https://helpdocs.gavel.io/workflows/file-uploads.md): Add a File Upload question to collect supporting documents from respondents, and learn how to embed or reference uploaded files in your output documents. - [Formatting Dates, Numbers, and Text](https://helpdocs.gavel.io/workflows/formatting.md): Apply date display formats, currency and number formatting, case transforms, and special number patterns like SSNs to variables in document templates. - [Formatting Questions](https://helpdocs.gavel.io/workflows/formatting-questions.md): Use previous supplied answers in your questions and choices. Customize the formatting and fonts throughout your workflow questions — including bold, italics, headings, links, bullets, accordions, and more. - [Intro To Document Automation](https://helpdocs.gavel.io/workflows/introduction.md): Learn how Gavel Workflows combine a questionnaire with document templates to automate legal document generation without writing code. - [Pages and Sections](https://helpdocs.gavel.io/workflows/pages-and-sections.md): Use pages and sections in Gavel to break your questionnaire into logical screens, group related questions, and include review pages. - [Bundles: Productization](https://helpdocs.gavel.io/workflows/paywalls.md): Collect payment before clients access workflows or generate documents by connecting Stripe Connect to a Gavel bundle and testing with Stripe test cards. - [PDF Tagger](https://helpdocs.gavel.io/workflows/pdf-forms.md): Upload a fillable PDF, tag each field to a workflow variable, handle checkboxes and conditional logic, and map repeating item data to specific fields. - [Workflows: Show Questions and Pages](https://helpdocs.gavel.io/workflows/question-logic.md): Control which questions and pages your clients see by adding conditional logic to individual questions or entire questionnaire pages in Gavel. - [Question Types](https://helpdocs.gavel.io/workflows/question-types.md): A complete reference for every question type in Gavel, from basic text and date fields to repeating items, integrations, and invisible logic. - [Quickstart Guide](https://helpdocs.gavel.io/workflows/quickstart.md): A step-by-step guide to signing up, building your first workflow, connecting a document template, testing, and sharing with clients. - [Ready to Upgrade](https://helpdocs.gavel.io/workflows/ready-to-upgrade.md): Upgrade your Gavel Workflows plan using Gavel's billing portal — review available plans, select your tier, and complete checkout in a few quick steps. - [Repeating Items](https://helpdocs.gavel.io/workflows/repeating-items.md): Use Gavel's Repeating Item question type to collect variable-length lists, nest repeating items, apply conditionals, and count entries in your documents. - [Sharing Workflows](https://helpdocs.gavel.io/workflows/sharing.md): Send a direct link, embed a workflow on your website, password-protect access, and white-label your Gavel account to match your firm's brand. - [User Management](https://helpdocs.gavel.io/workflows/user-management.md): Learn the four Gavel user roles — Admin, Builder, Organizational User, and User — and how to invite and manage team members from the Users page. - [What can you automate with Gavel workflows?](https://helpdocs.gavel.io/workflows/what-can-you-build.md): Explore the full range of use cases for Gavel document automation: internal drafting, client intake, client portals, decision trees, and paid workflows. - [Submit a Feature Request for Gavel Workflows](https://helpdocs.gavel.io/workflows/wishlist.md): Submit feature requests and suggestions to help shape the future of Gavel Workflows — the team reviews every idea and uses your feedback to guide development. - [Gavel Document Tagger](https://helpdocs.gavel.io/workflows/word-documents.md): Upload your file to Gavel, install the Word add-in, tag variables in your .docx template, and troubleshoot common spacing and tag issues. - [Gavel to Zapier (webhooks)](https://helpdocs.gavel.io/workflows/zapier-webhooks.md): Send Gavel workflow answers and documents to thousands of apps via Zapier, or post data to any URL using Gavel's built-in custom webhook settings. ## OpenAPI Specs - [openapi](https://helpdocs.gavel.io/api-reference/openapi.json)