Gavel
52 Case Studies
A Gavel Case Study
The customer, Adler Estate Law LLC, is a solo estate planning law practice founded by Lisa Adler. The challenge was to efficiently transition from a mid-sized firm to a solo practice without sacrificing service quality or requiring additional staff. Adler needed a solution that was easy to implement without technical skills and powerful enough to automate complex, rules-based documents, which other platforms failed to provide.
Gavel provided a user-friendly document automation platform that was quickly implemented. The solution enabled the customer to automate client intake and document generation, drastically cutting drafting time and reducing human error. As a result, the solo practitioner is now able to handle a client base equivalent to what she managed with a full team. Gavel also improved the client experience with higher intake form completion rates and allowed the attorney to focus on higher-value strategic advising.