Document automation
Gavel: Turn client intake into finished documents automatically
Checked · Reviewed by AI for My Craft
Gavel (formerly Documate) converts a firm's repeat documents — wills, retainer agreements, court forms, demand letters — into automated templates: build the questionnaire once, and intake answers populate a finished draft. Paralegals use it to kill the copy-paste-and-find-replace ritual across near-identical documents and to standardize output across a practice. It integrates with Clio and handles both Word and fillable PDFs, so the generated file matches what the firm already files.
Pricing: paid from $83/mo — Lite $83/mo (1 seat, 10 templates); 7-day free trial, no free plan.
Pros and cons
- Eliminates copy-paste errors on repetitive document sets
- Clio, Word and fillable-PDF support fit existing workflows
- Client-facing intake forms cut the back-and-forth
- Lite caps you at 10 templates — active libraries outgrow it
- No permanent free tier, only a 7-day trial
Who is Gavel best for?
Automating repeat documents and turning intake data into drafts.
We recommend Gavel in this guide: The 5 Best AI Tools for Paralegals in 2026
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