Gavel - Document Automation - Demo Video
Summary
TLDRThe video provides an overview of Gavel, a document automation system for lawyers. It showcases creating and running an NDA workflow, customizing questions, and generating documents. The platform allows for detailed customization, including logic for conditional questions and document generation. The script also explains how to integrate variables and conditions into a Word document using the Gavel Word add-in, enabling dynamic document creation based on user responses.
Takeaways
- 📚 Gavel is a comprehensive document automation system designed for legal professionals, offering features like client intake and a client portal.
- 🔧 The platform includes a workflow tool that allows users to create and share workflows with their team and clients, as well as use them internally.
- 📝 A workflow consists of a set of questions that generate a set of documents, which can be customized in terms of logic, font, colors, and logo.
- 🖥️ The video demonstrates a live workflow for creating a Non-Disclosure Agreement (NDA), showcasing the process of answering questions to generate documents.
- 💡 Workflows can be simple or complex, with multiple documents and questions, and the logic can be as intricate as needed.
- 🛠️ The Builder dashboard is where users can create and edit workflows, with two main tabs: Questions and Output Documents.
- 📑 Questions can be of various types, including file uploads and instructional information, and can be customized to gather specific data.
- 🔗 Logic can be applied to questions, pages, and documents, with variables like 'disclosing party' and 'receiving party' that can be used to control the flow and content.
- 📖 The output documents can be edited directly in Microsoft Word using the Gavel Word add-in, which simplifies the process of inserting variables and logic.
- 📝 Advanced features include conditional text, numerical calculations, and date calculations, allowing for dynamic and context-sensitive document generation.
- 📈 The system supports the collection and insertion of lists, providing flexibility in handling multiple pieces of information within a document.
Q & A
What is Gavl and what does it offer to lawyers?
-Gavl is a powerful document automation system designed for lawyers, featuring capabilities such as client intake, a client portal, and more, all integrated within the platform.
How does the document automation feature in Gavl work?
-The document automation feature in Gavl operates through workflows, which are sets of questions that generate a set of documents based on the answers provided.
What is a workflow in the context of Gavl?
-A workflow in Gavl is a series of questions that, when answered, guide the system to generate the required documents, and can be customized to fit specific legal needs.
How can a user initiate a workflow in Gavl?
-A user can initiate a workflow by accessing the Gavl Builder dashboard and clicking the 'Run' button, which will open the live workflow interface with a series of questions.
What customization options are available for the questions in a Gavl workflow?
-Users can customize the questions in a Gavl workflow, including the logic, font, colors, and logo, to align with their specific requirements and branding.
Can Gavl workflows handle complex scenarios with multiple documents and questions?
-Yes, Gavl workflows are capable of handling complex scenarios with numerous documents, questions, and additional logic to accommodate intricate legal processes.
How does Gavl integrate with Microsoft Word for document generation?
-Gavl integrates with Microsoft Word through the Gavl Word add-in, which allows users to insert variables and logic directly into Word documents, streamlining the document creation process.
What types of variables can be used in a Gavl workflow?
-Gavl workflows can use simple variables that capture information entered by the user, such as party names and entity types, which are then inserted into the Word documents.
How can logic be applied within a Gavl workflow?
-Logic in Gavl workflows is applied through conditional statements that control the visibility of questions and the generation of documents based on the answers provided by the user.
What additional functionalities does the Gavl Word add-in offer for document generation?
-The Gavl Word add-in offers functionalities such as conditional logic, numerical calculations, date calculations, and the ability to insert lists of information into documents.
How can users view and manage multiple documents generated by a Gavl workflow?
-After running a workflow, users can view and manage all generated documents from the Gavl platform, with the ability to see each document individually.
Outlines
📚 Introduction to Gavel's Document Automation
The paragraph introduces Gavel, a powerful document automation system designed for lawyers. It highlights features such as client intake, a client portal, and the ability to create customizable workflows. The speaker demonstrates a live workflow process, explaining how it can be shared with a team and used internally. They show the Gavel Builder dashboard, where workflows are managed, and describe how to run a workflow to generate documents based on a set of questions. The process is shown to be customizable, with the ability to dictate logic, design, and content. The paragraph concludes with the generation of an NDA as an example of how the system works.
🛠️ Setting Up Workflows and Logic in Gavel
This paragraph delves into the setup process of workflows in Gavel. It explains how to create questions, apply logic to them, and manage the output documents. The speaker shows how to use the Builder dashboard to create questions and set up logic that determines which questions appear based on previous answers. They also demonstrate how to incorporate variables into a Microsoft Word document using the Gavel Word add-in, allowing for dynamic document generation. The paragraph covers simple variables, conditional logic, numerical calculations, and date calculations, as well as how to handle lists of information. The summary ends with a brief overview of the workflow creation process, emphasizing the ability to add complexity and manage multiple documents.
Mindmap
Keywords
💡Document Automation
💡Workflow
💡Client Intake
💡Client Portal
💡Builder Dashboard
💡Logic
💡Entity Type
💡Variable
💡Microsoft Word Add-in
💡Conditional Statements
💡List Collection
Highlights
Gavl is a powerful document automation system designed for lawyers, featuring client intake, a client portal, and more.
The video provides a quick demonstration of Gavl's basic document automation features.
Workflows in Gavl are sets of questions that generate documents and can be customized for team and client use.
The presenter shows a live workflow for an NDA (Non-Disclosure Agreement) and how it captures information.
Customization of questions, logic, fonts, colors, and logos is possible within the Gavl platform.
The video demonstrates how to generate a simple NDA with a few questions and a single document.
Workflows can be complex, with multiple documents, questions, and logic.
The Builder dashboard is introduced as the place to create and edit workflows.
Questions can be of various types, including file uploads and instructional information for end users.
Logic can be applied to questions, pages, and document generation within workflows.
Variables are used to store information from questions, which can be inserted into documents.
The Gavl Word add-in for Microsoft Word is used to insert variables and logic into documents.
Conditional logic can be added to documents based on answers from the workflow questions.
Complex conditions and nested if-statements can be used to control document content.
Numerical and date calculations can be performed and included in documents.
Lists of information can be collected and inserted into documents in various ways.
The video concludes with a summary of the workflow creation process and encourages viewers to explore more videos for additional complexity.
Transcripts
gavl is the most powerful document
automation system for lawyers and it
includes features like client intake a
client portal and much more directly in
the platform this video is a quick run
through of gav's basic document
automation features first I'm going to
show you a live workflow that can be
shared with your team with clients and
be used internally then I'll show you
how we create that workflow so let's get
started on my gavel Builder dashboard
here which is where I am I have two
workflows a workflow is a set of
questions that generates a set of
documents in this video I'm going to
show you this NDA workflow and what I'll
do is I'll click the Run button which
will take me to what my live workflow
looks like if I click that button it's
going to open up another Tab and I see a
variety different questions that I can
choose all of the questions you see here
along with the logic the font the colors
the logo everything has been dictated by
me and can be completely customized by
you now what I'll do is to show you how
this workflow is going to generate
documents and capture information I'll
go ahead and answer a series of
questions so I'll say my disclosing
party is acne Corp I'll say my receiving
party is ABC LLC and then I'll say that
this is an LLC as an entity type if I
click that this is an LLC it's going to
open up another question which I've also
dictated and directed it to ask only in
the case where I select that it's an
LLC so I'll now go ahead and go through
this
workflow I'll say who all my members of
this LLC are and as I continue I can go
ahead and generate my documents now this
workflow is a very simple workflow with
just a few questions and just a single
document but your workflows can have
many documents many questions and many
more pieces of logic but as you can see
I've just generated my NBA but can open
it up and see that Acme Corp ABC LLC and
the receiving party as an LLC have all
been filled
out now the next thing I want to show
you is how I actually set up this
workflow so I go back to my Builder
dashboard and I can either click on the
workflow name or I can click the edit
button that's going to take me to the
screen where I see
where I created this workflow this is
the Builder dashboard and it's created
of two main tabs the questions tab where
I've created all the questions that I
want to ask to gather data for my matter
and the output documents tab where I've
loaded all of the documents that I want
to generate at the end of that process
starting with questions as you can see
these are all the questions that you saw
on the end user interface I can add
additional questions and they fall
within a variety of different question
types file uploads you can even display
instructional information or videos to
your end users particularly that those
are very useful when you're providing
instructions or instructing your clients
on how to use the
system so I'll go ahead and close that
up but now that I've created a variety
of different questions the next thing I
want to show you is how you can set up
logic inside of your workflow logic can
be applied to questions to pages to
which documents are generated and to how
the documents are generated so as a
foundational principle every question
has a variable name for example as you
can see my disclosing party I gave it
the variable name disclosing party for
the question who is the receiving party
I gave it the variable name receiving
party these can all be dictated by you
the one that I'm going to show you now
to show question logic is the question
number three on the entity type so the
variable name is entity type and I've
created a single selection question that
has three different entity types now on
question number four I've asked if the
LLC is member managed or manager managed
we obviously only want to ask this
question if the en type is an LLC so
we'll use logic as you can see we can
click this logic button and say that we
only want this question to show if the
entity type is an LLC and when we run
this workflow this question is going to
stay hidden until the question number
three is answered
LLC now the next thing I want to do is I
want to show you how you actually put
this information into your documents so
here on our output documents tab we have
an NDA but we're going to edit that NDA
directly inside of Microsoft Word where
you likely already have your documents
so just go ahead and go directly into
Microsoft Word and what you'll do is
you'll pull up the gavl word addin which
you'll Lo Lo once the first time and
it'll show up every time thereafter the
gamble word addin will allow you to
select the workflow that you are putting
in your variables into and you can add a
variety of different functions that
really provide Power and direct the way
that your document is going to be
generated first we'll start with simple
variables simple variables just mean
that you're taking a piece of
information that's been entered and
you're entering it into your document so
for example I might want to put right
here
the disclosing
parties
information so I'll go ahead and drag my
cursor over the section where I want it
to be inserted I'll choose disclosing
party and I'll click insert variable and
what this just did is it included this
little bit of syntax here for the
disclosing party I don't need to learn
anything about how to add this syntax in
it's all being input by the word addin
and I'll Breeze right through this I did
the same exact thing for receiving party
and entity type all of these variables
can be included in standard formatting
uppercase first letter capital A lot of
formatting options that we're not
showing in this video today the next
thing I want to do is add logic into my
document so let's say I have a
particular phrase inside of one of my
paragraphs this one about movie scripts
or song lyrics and if you recall seeing
we had a question on whether this was an
entertainment matter and in this case I
want to show this phrase inside of my
document only if this is an
entertainment matter so what I'll do is
I'll go click show phrase when and I'll
select it's already selected for me but
I'll select
entertainment is yes now I can also add
much more complexity to these conditions
so I can say show phrase when
entertainment is yes and the number of
members is more than two for example but
in this case let's keep it simple and
just say let's show this phrase if
entertainment is yes and I'll go ahead
and and click insert
condition and as you can see I now have
these little bookends that have been
added to that conditional phrase you
again don't need to learn any of this
but it says if entertainment then draft
movie scripts or song lyrics shall be
shall also be part of this definition
and then it has an ending bookend end
the if statement there these if
statements can be nested they can have
you can have multiple layers of that you
can have paragraphs that appear or
appear and uh as long as I have
numbering inside of my document that
numbering will be will remain intact in
the final version of this document so if
I have a paragraph condition on this
section and B is removed then C will
turn into b a few more things I want to
note here you can also add numerical
calculations and you can add date
calculations like calculating the length
of time between two dates or adding and
subtracting time from a date and finally
if you're collecting lists of
information you can collect those lists
and insert them into your document in
many different ways which we'll also go
into in more detail inside of another
another video now just taking another
bird ey view of what we did today what
we did is we created all the questions
for our workflow we added logic to those
questions and to the pages in which we
may have had those questions then we set
up our Word document inside of Microsoft
Word and set up all the different pieces
of logic that we needed
and finally we loaded our document and
now we are able to run that
document and if we had multiple
documents we would be able to see all of
those documents please watch more of our
videos to see how you can add more
complexity to these workflows thank you
and happy building
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