Gavel is a no-code template/form-building software that is easy to use and share with clients. I love the ease of putting together an aesthetically pleasing questionnaire for clients that I can put together efficiently while being able to develop so that I can get the most helpful information from a client or prospective client. Gavel lets you create conditional questions that will take a client to a follow-up question, depending on his or her response to the first question. Once the questionnaire is complete, Gavel creates a link that I can send to a client via email, text, or in whatever way I am communicating with them. The link takes the client to a clean, nice-looking portal where they can complete the questionnaire, which I can then integrate with my Clio Grow CRM through a "zap" from Zapier. Also, questions can be marked as "required", and for those questions, the client cannot move on to the next question without including a response; in the alternative, questions can not require a response either. You can customize it to how you see fit. Gavel also allows you to take payments from clients, and you can include payment requirements before a client fills out a form, between two forms, or after. Payments can be recorded in your CRM through the Zapier integration as well. Further, I can use Gavel to schedule client appointments with Calendly or any online scheduling software, then integrate it into my workflow to streamline appointment scheduling for my clients. Going back to Zapier, there are many ways that Gavel's utility can be extended even further through creative automation with Zapier, such as sending automated texts, as one example. The ease of implementation is refreshing, it does not require me to be a software developer to get the most out of this software so that I can translate my use of Gavel into providing the highest quality of service to each of my clients. I can use the software daily, and it will only take up a limited amount of time. Lastly, I'd like to give a shoutout to Lonnie and the rest of the Customer Support team at Gavel, who are responsive and eager to assist me and the rest of the Gavel users. I highly recommend Gavel! I cannot speak highly enough of this app!

The software is easy to use and the administrative interface is simple and straightforward. The support staff is excellent and it is well worth the price. We use this software in a non-traditional manner as we are a service company and not a law firm and it works exceptionally well for our use case scenario.

I use Documate for building legal applications for my clients, and I charge my clients for them. I love the flexibility Documate gives me to do this. I have built several legal modules that I now sell to my clients. I collect payments through Stripe, and they also integrate with lots of other tools, including Clio and Zapier-supported applications.