Key Features and Functions of Gavel Workflows

Rules-Based Document Automation
Gavel Workflows allows users to transform existing Word or PDF templates into automated documents using conditional logic, dynamic variables, calculations, and branching rules. This structure ensures that output documents adapt to client or matter-specific data and include only the relevant clauses or sections.

AI-Assisted PDF Workflow Conversion
The platform includes an AI module that reads uploaded PDF forms, identifies fields, and proposes corresponding intake questions. These questions capture structured data that maps back into the PDF, enabling automation for jurisdictional or static forms that traditionally require manual entry.

No-Code Workflow Builder
Gavel provides a visual, no-code interface where users can insert variables, logic, conditional phrases, and document instructions without programming knowledge. This design allows attorneys, paralegals, and operational staff to build and maintain automations independently of technical teams.

Multi-Document Workflow Generation
Workflows can generate full document sets — such as packets, bundles, or entire matter files — from a single data collection process. This supports practice areas that require multiple related documents to be produced consistently and efficiently.

Client Intake and External Questionnaire Tools
Users can create client-facing intake forms or share workflow links so that clients or external users provide information directly. Data collected through these forms feeds automatically into the workflows and documents, reducing manual data entry and enabling more streamlined client onboarding.

Pre-Built Templates and Court-Form Workflows
Gavel offers access to pre-built automated templates and jurisdiction-specific court forms across areas such as family law, probate, and estate planning. These ready-made workflows allow firms to implement automation more quickly without creating every component from the ground up.

API-Based System Integrations
The platform’s document automation API allows firms to integrate Workflows into case-management systems, CRMs, document management tools, and custom portals. External systems can pass data into Gavel or trigger document generation as part of a broader automated process.

Predictable, Non-Generative Output
Unlike generative AI drafting tools, Gavel Workflows is designed around deterministic, rules-based automation. This approach provides predictable, controlled document output and supports use cases where legal teams require precise, clause-accurate drafting.

Gavel was formerly known as Documate and rebranded in 2023.