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The Data Manager is Gavel’s central hub for every piece of data collected by your workflows. Every time a user starts or completes a workflow session, that session appears in the Data Manager alongside all of the answers entered, the documents generated, and the current session status. You can use the Data Manager to monitor activity across your account, correct answers and regenerate documents, move client data from one workflow to another, and download output files — all without asking your client to re-enter anything.

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What you can do with the Data Manager

View and filter responses

See every session for any workflow, sorted and filtered by any variable value.

Edit answers and regenerate documents

Open any session, change the answers, and regenerate revised documents instantly.

Push data between workflows

Transfer answers from one workflow directly into another, skipping questions that are already answered.

Download generated documents

Download output documents from any completed session directly from the Data Manager.

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Viewing, sorting, and filtering workflow data

1

Go to the Data Manager

From your Master Dashboard, click the Data Manager tab. Then select By Workflow.
2

Select a workflow

Choose the workflow you want to inspect from the first dropdown. You will see a list of all sessions, including those started by clients or colleagues who received a shared link.
3

Sort by column

Click any column heading to sort the session list by that value — for example, sort by date submitted or by a specific variable’s value.
4

Filter sessions

Click the Filters button to narrow the list by one or more criteria. For example, filter to show only sessions where a variable called DiscloserEntityName contains the word “Doe.”
If you shared a workflow link with clients or colleagues, their sessions appear in the Data Manager and you can view, edit, or continue their responses on their behalf.

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Editing responses and regenerating documents

You do not need to start a workflow from scratch if a client’s situation changes or if an answer needs to be corrected. Open the existing session, update the answers, and Gavel regenerates the documents with the revised data.
1

Find the session in the Data Manager

Navigate to Data Manager > By Workflow and select the relevant workflow.
2

Click Open next to the session

Click Open next to the session you want to edit. This re-enters the workflow at the point where the session left off, with all previous answers pre-filled.
3

Update any answers

Change the answers you need to correct or update, then continue through the workflow to regenerate the output documents.
This is also how you support multi-user workflows: share the link with a client so they complete part of the questionnaire, then use Data Manager to open their session, review their answers, and complete any remaining questions before generating documents.

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Pushing data from one workflow to another

If you represent the same client through multiple phases — intake, drafting, court filings — you can build a separate Gavel workflow for each phase and use Data Manager to transfer the client’s answers forward. Any variable that has the same name in both workflows is transferred automatically; you are only prompted to answer the questions that are new in the second workflow.
1

Open Data Manager for the source workflow

Go to Data Manager > By Workflow and select the workflow you want to pull data from.
2

Select the session

Click the session whose data you want to transfer.
3

Choose the target workflow

In the Push into another workflow dropdown, select the workflow you want to populate with this client’s data.
4

Transfer the data

Click the button to push the data. A new session opens in the target workflow with all matching variable values pre-filled. You are then prompted to answer any questions that exist in the target workflow but were not in the source.
For data transfer to work, the variable names must match exactly between the two workflows. For example, if Workflow 1 uses clientname, Workflow 2 must also use clientname — not ClientName or client_name. Variable names are case-sensitive.

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Setting up workflows for data reuse

The most efficient way to build a multi-phase workflow system is to duplicate your first workflow and add or remove questions for subsequent phases, rather than building each workflow from scratch.
1

Create your first workflow

Build Workflow 1 with all the questions and document templates needed for the first phase of your client engagement. Use consistent variable names throughout.
2

Duplicate the workflow

From the dashboard, click the duplicate icon next to Workflow 1. This creates an identical copy with all the same variable names intact.
3

Rename the duplicate

Give the duplicate a new name that reflects the second phase (for example, “Transaction NDA and Joinder”).
4

Adjust questions and documents

Add any new questions needed for Phase 2. Go to the Document Templates tab, remove the Phase 1 documents, and attach the Phase 2 documents. Tag those documents using the PDF tagger or Word add-in.
5

Test the second workflow

Run Workflow 2 standalone to verify it works correctly before testing the data push.
6

Use Data Manager to push data

Complete a session in Workflow 1, then use Data Manager > Push into another workflow to transfer the data into Workflow 2.

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Deleting sessions

To permanently remove a session and its associated data, select the session in the Data Manager, open the Bulk Actions menu, and choose Delete.
Deleting a session is permanent and cannot be undone. The session data and all generated documents associated with it will be removed.

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Downloading generated documents

From any session in the Data Manager, you can download the output documents Gavel generated for that session. Open the session and look for the download options in the session detail view. This is equivalent to using the API endpoint to retrieve document metadata and then downloading the file — the Data Manager provides a point-and-click interface for the same operation.