Gavel Workflows is a no-code, rules-based document automation platform that converts client intake and legal templates into finished Word documents and PDFs for law firms, in-house legal teams, and solo practitioners.

Key features and functions include:

Rules-Based Document Automation
Converts existing Word templates into automated documents using conditional logic, dynamic variables, calculations, and branching rules, so generated output adapts to client- or matter-specific data.

No-Code Workflow Builder
Provides a drag-and-drop, no-code interface for building intake forms and document logic without programming knowledge.

Encrypted Client Intake
Collects client information through a branded intake portal with encryption and privacy safeguards before routing responses into document generation.

Legal Template Library
Offers a library of pre-built, ready-to-use legal templates and jurisdiction-specific court forms across practice areas including estate planning, family law, real estate, corporate law, and probate, which can be customized to a firm's drafting standards.

System Integrations
Connects to practice management, e-signature, and automation tools, including Clio, DocuSign, and Zapier, to support end-to-end automated document pipelines.

Security and Data Handling
Gavel Workflows is built on SOC 2 and HIPAA-compliant databases with AES-256 encryption and a PCI-compliant client portal, with a contractually enforced Zero Data Retention policy.

Gavel Workflows is offered alongside Gavel Exec, an AI-powered contract review and drafting tool, as one of two core products from Gavel. In June 2026, Gavel was acquired by Relativity, a legal data intelligence company; Relativity has stated it intends to integrate Gavel's capabilities into its RelativityOne platform while maintaining Gavel's existing operations.

Gavel was formerly known as Documate and rebranded in 2023.