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Using DecisionVault and Gavel Together

Are you using DecisionVault for client intake and Gavel for document automation? Here’s what you need to know about integrating Gavel and DecisionVault.
1

Create a workflow in Gavel

Build a workflow with all the questions you’ll need to fill out your document(s). Since you’ll be pulling data from DecisionVault, name your fields to match the DecisionVault fields as closely as possible. You can still include additional fields in Gavel that don’t exist in DecisionVault.
2

Automate your template in Gavel

Use the Word add-in to automate your template against the fields you just created.
3

Set up the fields you need in DecisionVault

Create matching fields on the DecisionVault side.
4

Configure the fields in DecisionVault

DecisionVault can push information directly into regular variables in Gavel. For repeating items, DecisionVault can push any number of contacts into those fields.
Reach out to help@gavel.io if you’re a DecisionVault and Gavel user. We can add a special workflow to your account that’s already built to match DecisionVault’s default fields, so you can see the integration in action right away.

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LegalServer Integration

Use API integration to connect your LegalServer account to Gavel and automate documents directly from LegalServer. Go to LegalServer and Gavel Integration to learn more about how to implement this integration through LegalServer.