Gavel Legal Intake Software

byGavel

Gavel Legal Intake Software is a cloud-based platform designed to automate and streamline the client intake process for law firms. It enables attorneys to create customized, logic-based questionnaires that clients can complete at their convenience, reducing manual data entry and minimizing errors. The software integrates seamlessly with document templates, allowing for the automatic generation of legal documents based on client responses. Gavel's user-friendly interface supports both internal and client-facing workflows, enhancing efficiency and client satisfaction.

Features

  • Customizable logic-based client intake questionnaires
  • Automated document generation from client responses
  • Integration with practice management systems like Clio
  • Client portal for secure data entry and progress tracking
  • Conditional logic to display relevant questions
  • Data validation to ensure accurate client information
  • Support for both Word and PDF document formats
  • Drag-and-drop interface for easy setup
  • Client-facing features for direct client interaction
  • Free training and customer support via phone, live screenshare, or email

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 San Francisco, United States

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