Use cases
Internal document drafting
Use Gavel within your organization to generate documents more efficiently. You and your colleagues complete the questionnaire, and Gavel produces a polished document instantly. This works especially well for high-volume, repetitive document types — demand letters, engagement letters, closing checklists, or standard contracts — where the facts change but the structure stays the same.Examples: NDA generator for your deal team, employment offer letter tool, standard lease generator for a property management practice.
Client intake and multi-user workflows
Set up a workflow where a client fills out the questionnaire to provide their information, and you generate the documents in-house after reviewing the data. The client never sees the final document unless you share it with them — they just answer questions, and the information flows into your document automatically.Examples: Estate planning intake, personal injury intake, immigration questionnaire, corporate formation intake.
Client-facing portals
Publish workflows publicly or behind a login so clients can access and complete them directly, receiving generated documents on the output page without your involvement. This is the basis of a self-service legal portal.Examples: Simple will generator, tenant’s rights letter tool, small claims demand letter, business formation wizard.
Decision trees and kickout pages
Build logic-driven workflows that guide users through a decision tree rather than (or in addition to) producing documents. Use conditional logic and Kickout Pages to route users to different outcomes based on their answers — for example, telling an ineligible applicant they do not qualify, or directing a user to one of several document paths based on their situation.Examples: Benefit eligibility screener, jurisdiction selector, legal needs triage tool, intake qualification filter.
Paid legal products
Integrate Stripe into a workflow (or group of workflows) to collect payment before documents are generated. This lets you monetize automated documents as standalone products or as part of a subscription-based client portal.Examples: Paid will package, pay-per-document contract generator, subscription-based lease drafting tool.
Choosing the right approach
The structure of a workflow is the same regardless of use case. What changes is who fills it out and how you configure access and output. Here is a quick guide to help you decide:Builder's Guide to Estate Planning Workflows
Gavel provides the tools to create workflows, or questionnaires, that gather data you can use to automate documents and so much more! There are many ways to set up a workflow. You can set up workflows that are internal only, client-facing, or a combination of both. From there, you can use Data Manager to push answers from one workflow to another workflow. This will eliminate the need to reenter information and reuse client data across many workflows.Read on for tips on using Gavel to build your estate planning workflow and automate your documents.
Examples and inspiration
Gavel publishes case studies and real-world examples from legal professionals using the platform.- View case studies at gavel.io/category/case-studies
Ready to build?
Quickstart guide
Follow the step-by-step guide to build and test your first workflow.
Question types
See all available question types and when to use each one.