Gavel - Document Automation - Demo Video

Summary

The 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

00:00

📚 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.

05:01

🛠️ 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.

Keywords

💡Document Automation

Document automation refers to the process of creating and managing documents using software solutions to streamline and automate repetitive tasks. In the context of the video, document automation is the core feature of the Gavel platform, which allows lawyers to generate documents like NDAs (Non-Disclosure Agreements) through a series of questions and logic, making the process more efficient and less time-consuming.

💡Workflow

A workflow in the video is defined as a set of questions that generates a set of documents. It is a sequence of steps or tasks that are completed to achieve a particular outcome, such as creating a legal document. The video demonstrates how workflows can be customized and shared with teams and clients, showcasing the NDA workflow as an example.

💡Client Intake

Client intake is the process of gathering information from a new client to understand their needs and provide appropriate services. The video mentions client intake as one of the features of the Gavel platform, indicating that it supports the initial stages of client engagement by automating data collection.

💡Client Portal

A client portal is a secure online interface that allows clients to interact with a service provider, such as a law firm. The video briefly mentions the client portal as a feature of the Gavel platform, suggesting that it facilitates communication and document sharing between lawyers and their clients.

💡Builder Dashboard

The Builder dashboard is a user interface within the Gavel platform where users can create and manage workflows. The video describes it as the starting point for demonstrating the creation and execution of a workflow, highlighting its importance in the document automation process.

💡Logic

Logic in the video refers to the conditional rules or algorithms that determine the flow of questions and the generation of documents within a workflow. It is used to control which questions are asked and which documents are generated based on the answers provided, as illustrated by the example of showing a question only if the entity type is an LLC.

💡Entity Type

Entity type in the context of the video is a classification of the legal entity involved in a transaction, such as a corporation or an LLC. The script uses entity type as a variable in the logic of the workflow to tailor the questions and document generation process to the specific characteristics of the entity.

💡Variable

A variable in the video is a placeholder for data that is collected through the workflow questions. Variables like 'disclosing party' and 'receiving party' are used to store and later insert the corresponding information into the generated documents, demonstrating how dynamic content can be managed within templates.

💡Microsoft Word Add-in

The Microsoft Word Add-in mentioned in the video is a plugin that integrates the Gavel platform's functionality with Microsoft Word, allowing users to create and manipulate documents directly within the familiar Word environment. It facilitates the insertion of variables and conditional logic into Word documents, streamlining the document creation process.

💡Conditional Statements

Conditional statements in the video are used to control the visibility or inclusion of certain document content based on the answers provided during the workflow. For example, a phrase about movie scripts or song lyrics might only be included if the matter is identified as entertainment-related, showcasing how dynamic document content can be managed.

💡List Collection

List collection refers to the process of gathering multiple items of information and incorporating them into a document. The video hints at this feature, suggesting that it allows for the dynamic inclusion of lists, such as members of an LLC, into the generated documents, enhancing the flexibility and customization of document automation.

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