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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

Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Addepar No 
Axis LMS Yes 
Black Diamond Wealth Platform No 
Charles Schwab No 
Clio Yes 
Coinbase No 
Docusign Yes 
Google Analytics Yes 
LegalServer Yes 
Orion No 
Redtail CRM No 
Stackreaction Yes 
Wealthbox No 
Zapier Yes 
Zillow No 
eMoney No 

Integrations

Salesforce Yes 
Addepar Yes 
Axis LMS No 
Black Diamond Wealth Platform Yes 
Charles Schwab Yes 
Clio No 
Coinbase Yes 
Docusign No 
Google Analytics No 
LegalServer No 
Orion Yes 
Redtail CRM Yes 
Stackreaction No 
Wealthbox Yes 
Zapier No 
Zillow Yes 
eMoney Yes 

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 

Pricing Details

No price information available.
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 No 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Gavel.io

Founded

2019

Country

United States

Website

www.gavel.io

Vendor Details

Company Name

Wealth.com

Founded

2021

Country

United States

Website

www.wealth.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

Alternatives

Alternatives