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Description

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

Description

Gavel provides AI-powered contract review and legal document automation software for law firms, legal teams, and transactional attorneys. Its Gavel Exec product helps lawyers work directly in Microsoft Word and online to review contracts, suggest redlines, draft clauses, and create negotiation-ready comments. Legal professionals can use playbooks to apply consistent standards across matters and benchmark key contract terms against market data. Gavel Workflows automates the process of turning client intake responses into completed legal documents, including Word files and PDFs. The platform allows teams to build secure intake forms, add branching logic, perform calculations, and automate complex templates. Firms can also use Gavel’s ready-to-use legal template library to start quickly and customize documents for their own drafting standards. Gavel supports a wide range of practice areas, including estate planning, family law, real estate, corporate law, and probate. Its security framework includes encrypted intake, SOC 2 and HIPAA-compliant databases, AES-256 encryption, vulnerability testing, and 24/7 security oversight. By combining legal AI, automation, and attorney-focused support, Gavel helps legal professionals complete contract and document work more efficiently.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Axis LMS No 
Clio No 
Docusign No 
Google Analytics No 
LegalServer No 
MoneyGuide Yes 
Nitrogen Yes 
Orion Yes 
PreciseFP Yes 
Redtail CRM Yes 
Stackreaction No 
Wealthbox Yes 
Zapier No 

Integrations

Salesforce Yes 
Axis LMS Yes 
Clio Yes 
Docusign Yes 
Google Analytics Yes 
LegalServer Yes 
MoneyGuide No 
Nitrogen No 
Orion No 
PreciseFP No 
Redtail CRM No 
Stackreaction Yes 
Wealthbox No 
Zapier Yes 

Pricing Details

$1,125 per month
Free Trial No 
Free Version No 

Pricing Details

$83 per month
$99/month for the LITE version ($83/month paid annually).
$250/month for the STANDARD version ($210/month paid annually).
$350/month for the PRO version ($290/month paid annually).

Enterprise plans are available starting at $417/mo, paid annually.

Document automation API access is available starting at $417/mo, paid annually.

Annual subscriptions come with 2 months free, except for Enterprise!
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Vendor Details

Company Name

Gavel.io

Founded

2019

Country

United States

Website

www.gavel.io

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Product Features

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management No 
Compliance Management No 
Electronic Signature Yes 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Document Version Control

Access Controls/Permissions No 
Approval Process Control No 
Archiving & Retention Yes 
Audit Trail No 
Commenting / Notes No 
Document Check-in / Check-out No 
For Engineering Documents No 
Revision History No 
Version Comparison No 
Version Rollback No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Legal Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing No 
Document Tagging Yes 
Full Text Search No 
Version Control No 

Alternatives

Alternatives

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