Gavel teamed up with Lawcus and Beth Kostelnik of Techie PM to share key insights about how lawyers can automate the new client journey in a way that's personalized - all while optimizing internal processes!
For more information about Lawcus, click here.
This webinar is specifically for estate planning and probate attorneys building on DecisionVault and Gavel.
About Gavel
Gavel is the #1 document automation platform for estate planning and probate attorneys. With Gavel, you create powerful workflows to gather client data and automatically generate documents and work product. Think about any task you do more than once that eats up a lot of your time - client intake, document drafting, rules-based workflows - if it can be repeated, it can be automated with Gavel. Once onboarded, many users find themselves saving 20+ hours a week by automating repetitive tasks.
To learn more about Gavel, click here.
About DecisionVault
DecisionVault is an intake portal for attorneys that replaces the intake forms or fillable PDFs they’re currently using. It has a client-facing side – the portal, which makes it easy for clients to fill in an online questionnaire. Then on the backend, the attorney can review, use and export this information in several ways – and sync it over to their other legal tools through one of our many integrations.
To learn more about DecisionVault, click here.