Gavel

Join us on March 25th for a deep dive into how to make your law firm more efficient from client intake to document drafting with Gavel and Leadli!

From Setup to Success - Document Automation Workshop Part 3 Setting up automation is just the beginning—testing and refining is what makes it work. In Part 3 of our Document Automation Workshop Series, Tricia Duffin will cover: ? Where your automations need adjustments ? How to avoid bottlenecks ? Strategies to ensure long-term success It’s not just about automating—it’s about making sure it delivers real impact. Sign up now—link in the comments. #LegalWorkflows #DocumentAutomation

Two shout-outs in this week's podcast episode: One to Nada Alnajafi, with whom I ever-so-briefly overlapped as in-house counsel at Getty Images. Specifically, her book, Contract Redlining Etiquette, features some great advice on minimizing delay from back-and-forths in the contract negotiation process. Another to Dorna Moini and her team at Gavel, for how easy they make it to create document automation templates from your existing work product. As I say in the episode, document automation isn't just about speed, it is about increasing the quality of your work. That, in turn, reduces back-and-forths, which helps eliminate sources of delay. Check out the Agile Attorney Podcast Ep 61: Delivering Your Legal Work: Direct Flight or Long Layover? in your favorite podcast player. Photo is courtesy of my wife: Sunrise on the Olympic Mountains as seen from SeaTac.

Gavel’s connects with all your favorite software because we play nice with others. ?? With the?Gavel x DecisionVault integration, estate planning attorneys can seamlessly transform client intake data into accurate legal documents—saving time and reducing manual work. Start your FREE trial today and discover the difference!???www.gavel.io #LegalTech #ClientIntake #DocumentAutomation

How’s Your Intake and Document Drafting Process Holding Up? Is it taking too long? Too many people involved? Errors slowing you down? These common bottlenecks don’t have to be the norm. Join us on March 25th to learn how to streamline intake, automate drafting, and cut out inefficiencies with Gavel and Leadli. Don’t let outdated processes hold your firm back—register now: https://lu.ma/nwenqa30 (Link also in comments) #LegalTech #LawFirmEfficiency #WorkflowAutomation

Document Automation Workshop Part 3—Time to Level Up You’ve set your document automation goals. Your team is ready. Now what? In Part 3 of our Document Automation Workshop Series, Tricia Duffin will guide you through: ? Integrating automation into your firm’s process ? Testing and refining the automation for prime time ? Scaling your system so your team adopts it If you’ve attended the first two sessions, this will help you get to the finish line. And if you haven’t, this is your chance to jump in. Register now—link in the comments. #LegalTech #Automation

Your Firm’s Efficiency = Your Firm’s Profitability Every delay in your workflow costs time and money. Are you operating at peak efficiency? On March 25th, join Brittany Hernandez (Gavel) and Leadli to learn how top firms streamline intake, automate drafting, and eliminate bottlenecks—without adding more work. Spots are limited. Register now—link in the comments. #LegalWorkflows #LawFirm

Estate Planning Attorneys: What’s Slowing You Down Manual drafting, data entry errors, delayed turnaround—these bottlenecks eat up your time. The fix? Gavel’s automation tools streamline your workflow, eliminate errors, and keep cases moving. Ready to work smarter? Start your free trial today! ?? www.gavel.io #EstatePlanning #LegalTech #WorkflowAutomation

You have a plan. You have your team assembled. Where can you go from here? Join Tricia for the third phase where she outlines: - Integration Stations - Testing and Reroutes - Sky's the Limit!

What if your client intake process worked for you? With Gavel x DecisionVault, automate your intake and transform data into documents with ease—freeing up your time for what matters most. Ready to streamline your workflows? Try Gavel for free today at?www.gavel.io. #LegalTech #ClientIntake #DocumentAutomation #DecisionVault