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Get Certified in Gavel Workflows

Level up your skills with the Gavel Workflows courses on Gavel University. These self-paced courses walk you through everything you need to confidently build and share workflows — from the basics to automating complex engagement agreements.

Gavel Basics

Start here to learn the fundamentals of Gavel Workflows, from your first questionnaire to generating documents.

Automate an Engagement Agreement

Follow a step-by-step course on automating an engagement agreement end-to-end in Gavel.

What you’ll learn

  • How to build a questionnaire and connect it to a document template
  • Best practices for tagging Word and PDF templates
  • How to use conditional logic, calculations, and repeating items
  • Tips for sharing workflows, building client portals, and bundling products
  • Real-world use cases and example workflows from practicing attorneys

Why get certified

  • Build confidence using Gavel Workflows across your practice
  • Save time by learning the fastest path to common tasks
  • Showcase your expertise with an official certification from Gavel
The certification courses complement the Video Series and written documentation. Use them as a structured way to onboard yourself or your team.

Video Series

Watch short tutorials covering Gavel Workflows’ main features.

Contact Us

Have questions about the courses? Reach out to the Gavel team.