Case Study: Lawvex creates DIY estate planning tools with Gavel

Gavel's Automation Platform Supports Lawvex in Creating Legal Apps and Developing Their Own DIY Personal Property Memorandum

Lawvex, a systems-driven trust and estates law firm in Central California, sought to modernize its operations and avoid unnecessary client interactions. To address this challenge, the firm utilized Gavel's document automation platform to develop its own do-it-yourself legal tools, aiming to increase productivity and provide educational resources for clients.

By implementing Gavel's code-free workflow builder, Lawvex created a DIY Personal Property Memorandum as part of an automated estate planning toolbox. The solution allowed the firm to develop precise legal tools with minimal coding knowledge, saving approximately 90% of the time typically required for manual document drafting. Gavel's platform enabled Lawvex to automate simple matters for client self-service while efficiently identifying and upselling complex cases that required attorney involvement.

Lawvex

Gary Winter

Founder and Managing Attorney