Gavel
HotDocs
Woodpecker
docassemble
Knackly
XpressDox
Clio
ProLaw
Outreach
SalesLoft
Yesware
Mixmax
Sidekick by Hubspot
Cirrus Insight
Groove Music
MindTickle
Gavel (formerly Documate) is easy to use legal automation software with powerful document automation for Word, PDF, or other .docx documents. Easily collect client intake, set up robust nested conditional logic, numerical and date calculations, and collect and populate lists. Grow your practice by building legal products.
Make your Gavel workflows client-facing to collect client intake data. For the legal tech entrepreneurs, go a step further by building a "TurboTax" for any area of law to sell legal documents to the public. Payment integrations, file uploads, videos, and whitelabeling are also supported.
Gavel OutreachNo features have been listed yet.
Documate is a great piece of software with unlimited functionality. The interface is easy to understand, and I love that I can add multiple documents to my output documents, so they all populate at once. I have one interview with over 30 documents with complex logic. They also provide custom services, which I've used a few times to set up SMS messaging and other special notifications. I previously tried HotDocs, which was so burdensome to learn. I was able to learn Documate with just a 5 minute demo from the customer service team, who is also awesome.
Super easy way to get perfectly formatted, error-free documents and document packets. The interface makes it easy to build simple document assembly for one document in 5 minutes, but it's also a very powerful engine for much more complex tasks.
Our company uses Documate to generate a variety of contract sets. Because no coding knowledge is required, we were able to set it up very quickly. It allows for quite a bit of complexity in formatting your documents, adding conditional logic, and setting up complex calculations. The system passed our high privacy and data security requirements, and they set every user up on a dedicated instance, which is crucial when you're dealing with sensitive legal information.
Based on our record, Outreach should be more popular than Gavel. It has been mentiond 13 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I looked at documate.org, which looks promising, and hotdocs (which looks more complicated). But I want to make sure I'm not missing something. Source: almost 2 years ago
I use documate.org. It works great. Source: about 2 years ago
Theres tons of tools to make the email personalizing faster. I.e lavender autobound.ai etc. And sequences like outreach.io / salesloft. Source: 11 months ago
A solid playbook for automating emails is using a sequencing tool like outreach.io and email writer like autobound.ai. Outreach manages the sending/replying/organizing and Autobound manages the actual content of the emails. Theres other products out there for this as well, these are just two that come to mind. Source: 11 months ago
Using outreach.io? Then free trial https://www.orum.com/ and power dial your way to call heaven. Source: over 1 year ago
Can you buy your own subscription to outreach.io and then pass the certification on your own? You might not need your employer's help. Source: over 1 year ago
I do not have it, sorry! A lot of times I am very ADD with my sales self-study, and the video was tied to an outreach.io ad for content. Source: almost 2 years ago
HotDocs - Template-driven, automated document & form assembly software
SalesLoft - The simpliest way to build the most accurate and targeted lists of leads on the internet
Woodpecker - Legal document automation for solo & small firms. Simple to use, works in Word, connects to everything.
Yesware - Sell smarter with email tracking and more
docassemble - docassemble is a free, open-source expert system for guided interviews and document assembly.
Mixmax - At Mixmax, our mission is to change how the world communicates. We’re an email productivity platform that helps sales, customer success, and recruiting teams do their jobs better.
