Wealth & Private Banking › Trust & Estate › Estate Planning

Gavel

No-code legal document automation platform covering estate planning and other practice areas.

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Overview

Gavel, formerly Documate, is a no-code legal document automation platform that lets law firms build and run document workflows, including estate-planning documents such as wills and trusts. It enables practitioners to turn templates into guided questionnaires that generate finished documents.

The platform supports document assembly, client intake and workflow automation across practice areas, helping estate-planning attorneys streamline drafting and repetitive document production.

Key Features

+ No-code document automation
+ Guided questionnaires for document assembly
+ Estate-planning document generation
+ Client intake workflows
+ Reusable templates and logic
+ Workflow automation across practice areas

Integrations

Open APIZapier

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