Find and reuse client data across all your documents

Find and reuse client data across all your documents

Spotlight: Take Control of Your Legal Document Data

Stop juggling client information across different contracts and forms. With Gavel's Data Manager, you can:

  • Search for client responses instead of digging through email threads
  • Let clients fill out their portion of legal documents, then review before finalizing
  • Reuse client details across forms, eliminating duplicate data entry
  • Track and access every document version in one place

Pro Tip: Want clients to fill out just their part of an NDA? Data Manager lets you seamlessly pick up where they left off.

Ready to streamline your document process? Start your Gavel free trial today (no credit card required). Or, visit the Data Manager tab in your Gavel dashboard.

>>> Try Data Manager for free <<<


New No-Setup Automated Forms?

All forms are attorney-vetted and ready to use - available on Pro and your free trial.

Florida Family Law

  • Automated PDF completion of Financial Affidavit (Form 12.902(c))

Michigan Family Law Document Sets

  • Case Initiation (summons, confidential case inventory, verified statement)
  • Discovery Forms (domestic relations forms, subpoenas)
  • Friend of the Court (support investigation forms, questionnaires, verifications)
  • Case Closing (support orders, judgments, default documents)

Colorado Probate

  • Complete Informal Probate Package (JDF703, JDF704, JDF721, JDF911, JDF912, JDF915, JDF916, JDF917, JDF942, JDF943, JDF944, JDF965)?

>>> Browse All Templates <<<


Upcoming Events

State Bar Association of North Dakota (free CLE)

Document Automation 101: The Why, What, How & Where to Start

??? Wednesday, Jan 22, 10:00 am PT ?? Register here

?

Document Automation 101 (paid CLE)

Learn the basics of document automation during this West LegalEdcenter CLE

??? Thursday, Feb 6, 1:00 pm PT ?? Register here


Automate Your Estate Planning Firm in 2025

Join Gavel, DecisionVault, and TechiePM for top automation tips in 2025

??? Tuesday, Feb 11, 1:00 pm PT ?? Register here


Start automating with Gavel today

Want to stay up-to-date on legal tech news? Follow Gavel's CEO, Dorna Moini , at @dorna_at_gavel for regular updates on all socials!

要查看或添加评论,请登录

Gavel的更多文章

社区洞察

其他会员也浏览了