Average Ratings 1 Rating
Average Ratings 0 Ratings
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.
Description
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Axis LMS
Yes
Clio
Yes
Docusign
Yes
Google Analytics
Yes
LegalServer
Yes
Salesforce
Yes
SmartOffice
No
Stackreaction
Yes
Zapier
Yes
Integrations
Axis LMS
No
Clio
No
Docusign
No
Google Analytics
No
LegalServer
No
Salesforce
No
SmartOffice
Yes
Stackreaction
No
Zapier
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!
$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
Pricing Details
$2195.00/year
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
No
Vendor Details
Company Name
Gavel.io
Founded
2019
Country
United States
Website
www.gavel.io
Vendor Details
Company Name
Advicent
Founded
2011
Country
United States
Website
www.advicentsolutions.com
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
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
Yes
Risk Management
Yes
