Sharing Workflows

Once you’ve built a workflow in Gavel, you have several ways to get it in front of clients, colleagues, or the public. You can share a direct link by email, embed the workflow directly on your website, restrict access with a login requirement or password gate, and apply your firm’s branding so that Gavel stays invisible to end users. This page covers all of those options. The quickest way to share a workflow is to copy its direct link and paste it wherever your clients will find it — an email, an intranet page, or a button on your website.

Open your Dashboard

Navigate to your Gavel Dashboard and find the workflow you want to share.

Copy the workflow link

Click the three dots (⋯) to the right of the workflow name and select Copy workflow link. The URL is now on your clipboard.

Share the link

Paste the URL into an email, an intranet page, or as the destination of a button on your website. When a recipient clicks the link, they are taken directly to the start of the workflow.

Any workflow that contains a Clio question or a private CSV will return an “Unauthorized” error for users who do not have Builder privileges. To share those workflows publicly, either remove the private data or promote those users to Builder.

By default, anyone with the link can access your workflow. If you want answers saved to a user account — and want to be able to assign workflows back to specific people — you can require a login instead.

Open workflow Settings

Go to the Settings tab of your workflow, then click Access Permissions.

Enable login requirement

Change the access setting from Anyone with Link to Only Logged-In Users and save. You can further restrict access to specific email addresses or an entire email domain (for example, everyone at @yourfirm.com).

Share the link

Copy and share the workflow link as usual. When clients click it, they are taken to your Gavel sign-in page. New visitors can create an account, after which they will see the workflow you shared.

Sometimes you want to fill in the first part of a workflow yourself and then hand it off to your client to complete the rest.

Enable continuation links

In the workflow Settings, enable the Include Link for User to Continue Later option.

Enter your data and hand off

Fill in the fields you want to pre-populate, then click Save and Continue Later inside the workflow. Enter the recipient’s email address and Gavel will send them a link to pick up exactly where you left off.

Embedding a workflow on your website

Customers on the Pro and Scale plans can embed any workflow directly into a web page using an <iframe>. Contact help@gavel.io to enable embedding for your account.

Basic embed
Full-page embed
WordPress
Squarespace

Replace WORKFLOW URL HERE with your workflow’s URL and paste the snippet into your page HTML:

<iframe style="width: 500px; height: 700px;" src="WORKFLOW URL HERE"></iframe>

Adjust the width and height values to fit your layout.

To have the workflow fill the entire browser window, use this full-page snippet:

<html>
  <head>
    <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=0">
    <style type="text/css">
      html { margin: 0; height: 100%; overflow: hidden; }
      iframe { position: absolute; left: 0; right: 0; bottom: 0; top: 0; border: 0; }
    </style>
  </head>
  <body>
    <iframe width="100%" height="100%" frameborder="0" src="WORKFLOW URL HERE"></iframe>
  </body>
</html>

For responsive resizing on WordPress, use the following snippet (requires a Business Plan subscription on WordPress.com):

<iframe id="sizetracker" style="height: 100%" src="WORKFLOW URL"></iframe>
<script type="text/javascript">
  window.addEventListener("message", function(e) {
    var this_frame = document.getElementById("sizetracker");
    if (this_frame.contentWindow === e.source) {
      this_frame.height = e.data.height + "px";
      this_frame.style.height = e.data.height + "px";
    }
  });
</script>

Use this snippet for Squarespace — it handles both height and width responsiveness:

<iframe id="sizetracker" style="height: 100%" src="WORKFLOW URL HERE"></iframe>
<script type="text/javascript">
  window.addEventListener("message", function(e) {
    var this_frame = document.getElementById("sizetracker");
    if (this_frame.contentWindow === e.source) {
      this_frame.height = e.data.height + "px";
      this_frame.style.height = e.data.height + "px";
      this_frame.width = "100%";
      this_frame.style.width = "100%";
    }
  });
</script>

In the Squarespace editor, click + ADD BLOCK, choose Embed or Code, click the pencil icon, and paste the snippet.

Safari on iOS blocks embedded content from cross-site origins by default (the “Prevent Cross-Site Tracking” setting). Users can disable that setting manually, or you can set up a custom subdomain — once your workflow runs on the same domain as the embedding page, Safari restrictions no longer apply.

Password protecting a workflow

Gavel doesn’t have a single password field in Settings, but you can build a lightweight gate using a Kickout Page.

Create a password question

Add a Text Question to your workflow and label it something like “Enter password.” This is where users will type the passcode.

Create a Kickout Page

Add a Kickout Page question immediately after. This page will appear when the password is wrong.In the Page Logic for the Kickout Page, set the rule to Hide If the password matches the correct value. For example, if your password is LegalAccess2024, set the Kickout Page to Hide If password is LegalAccess2024.

Test the gate

Run the workflow and verify that entering the wrong password displays the Kickout Page, while entering the correct password hides it and allows the user to continue.

Setting up a custom domain

By default your Gavel account lives at yourname.gavel.io. Accounts on the Pro and Scale plans can map a custom subdomain — for example, documents.yourfirm.com — so that the Gavel name never appears in your URLs.

Gavel workflows must reside on their own subdomain. If your main site is at www.yourfirm.com, your workflows must be at a different subdomain such as docs.yourfirm.com — not at www.yourfirm.com itself.

Note your Gavel subdomain

When you created your Gavel account you were assigned a .gavel.io subdomain — for example, yourfirm.gavel.io. This is your ANAME record.

Choose your custom subdomain

Decide on the subdomain you want to use, for example docs.yourfirm.com.

Create a CNAME record

Field	Value
Type	CNAME
Host	`docs.yourfirm.com`
Answer	`yourfirm.gavel.io`
TTL	300

Some providers (like GoDaddy) only want the subdomain portion for the Host field — docs rather than the full docs.yourfirm.com.

Notify Gavel

Email help@gavel.io with your custom subdomain URL. Allow up to 24 hours (usually less than one hour) for DNS propagation.

On the Scale plan you can also send Gavel’s automated emails from your own domain via Mailgun. Email help@gavel.io with your Mailgun email address, API key, and domain to get that configured.

White-labeling and branding

Gavel gives you several options to make the platform look like your own product rather than a third-party tool.

Upload your firm logo

Under the Standard, Pro, and Scale plans, you can display your own logo in the top-left corner of every workflow. Go to System Settings in your Dashboard and upload an image — ideally 200 × 26 pixels.From the same System Settings page you can also upload a custom favicon that appears in the browser tab for all of your Gavel workflows.

Customize your introductory page

By default, your yourname.gavel.io subdomain shows a standard Gavel intro message. You can replace this with any content you choose. Email help@gavel.io with the desired text and layout and the team will set it up for you.

Create a custom client-facing page

If you want clients to land on a branded page that lists all the workflows available to them, Gavel can build that for you. Email help@gavel.io with your requirements.

Change your subdomain

Your Gavel subdomain (e.g., yourfirm.gavel.io) cannot be changed after account creation. However, setting up a custom domain as described above achieves the same result — your workflows will appear under your own domain with no mention of Gavel in the URL.

Customizing messages and emails

Every on-screen message and automated email that Gavel sends to your users can be rewritten to match your firm’s voice. You can include variable names in any message to personalize them dynamically.

Open workflow Settings

Navigate to the Settings tab of the workflow you want to customize.

Open Customize Messages

Click Settings, then Customize Messages.

Edit the messages

Toggle between Questionnaire messages (displayed on screen) and Email messages (sent automatically). Edit the text, add bold or italic formatting, or include multiple paragraphs. Use variable names — such as ${ clientname } — to insert personalized values.

To include a file upload in a confirmation email or on the final screen, use this syntax — replacing Display Name and FileUploadVariable with your own values:

[Display Name](${ FileUploadVariable.url_for(external=True) })

Add Private=False if the link should be accessible to users who are not signed in:

[Display Name](${ FileUploadVariable.url_for(external=True, Private=False) })

Get Started

Questionnaire

Document Templates

Logic & Calculations

Sharing & Access

Integrations

Workflows Video Crash Course

Sharing Workflows

Embedding a workflow on your website

Password protecting a workflow

Setting up a custom domain

White-labeling and branding

Customizing messages and emails

Get Started

Questionnaire

Document Templates

Logic & Calculations

Sharing & Access

Integrations

Workflows Video Crash Course

​Sharing a workflow link

​Require login before starting

​Share from the middle of a workflow

​Embedding a workflow on your website

​Password protecting a workflow

​Setting up a custom domain

​White-labeling and branding

​Customizing messages and emails

Sharing a workflow link

Require login before starting

Share from the middle of a workflow

Embedding a workflow on your website

Password protecting a workflow

Setting up a custom domain

White-labeling and branding

Customizing messages and emails