
Welcome to the course! Learn the basics of document automation and what are the considerations you should have before building a legal tech product or solution.
Format variables in word documents by applying uppercase, bold, date, number, and currency formats, and insert today's date to tailor templates to case captions.
Use conditional logic to show or hide questions based on user input, such as showing the felony question only when yes and skipping the names and aliases page.
Explore conditional outputs in document automation by using show phrase when, else, and show paragraph one to dynamically adjust felonies, aliases, and numbering in generated documents.
Learn how to output repeating items in lists, tables, and multi-line formats with Jinja code, preserving formatting and using commas, Oxford commas, semicolons, and custom separators.
Explore invisible logic to perform behind-the-scenes variable calculations and text adjustments in documents. Create new variables, combine names, and adjust language for singular or plural using numbers and text conversions.
Learn how you can automate your legal documents in a PDF Format using the PDF unlocker.
Learn the final steps before sending a legal document to your client.
Discover the data manager feature to view all interview data, filter by workflow, reopen sessions to edit data, and regenerate documents to reuse answers across workflows.
Manage users in the Gavel dashboard by reviewing names, emails, roles, and active status, then assign roles, search, deactivate, and add new users with an invite link.
Share workflows from your dashboard with builders, send copies to team members, choose add as new or overwrite, and manage responses in your data manager.
Learn to assign workflows in Gavel to non-admin users, allowing them to run workflows without backend access, while session data flows to your dashboard.
Automate the law to close the justice gap with mobile, accessible client-facing technology and a no-code platform for affordable legal products, unbundled services, and subscription plans.
In this course, you will learn how to automate your legal documents using Gavel. Gavel was created by lawyers & engineers who built dream document assembly apps for legal aid organizations and self-help. We realized that non-engineers needed an easier, quicker way to do the same.
Gavel turns template documents and forms into intelligent workflows, dramatically reducing the time to generate document sets and allowing you to focus on the work that matters most. Attorneys embracing document automation will enjoy tremendous benefits from their new competitive advantage.
You can use Gavel with three easy steps:
Add questions and label them with variable names. The variable name identifies the question with a unique name, so you can use it to route data into your document.
Upload all the documents you want to populate. (documents can be .pdf or .docx.)
Run Your Interview!
The McKinsey Global Institute found that 23% of a lawyer's job can be automated. Legal documents can be tedious and repetitive. However, with the right approach, you can automate the creation of legal documents. Users find up to a 90% reduction in the time it takes to draft complex documents and document sets. Get started automating your documents!
*This course has been created by A2J Tech PBC ("A2J"). A2J has no authority to make any representation or promise in connection with Gavel*
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