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What is Gavel?

Gavel is a legal technology platform designed to help attorneys move from first draft to final document with greater speed and consistency. The platform includes Gavel Exec, an AI contract review tool that works in Microsoft Word and online so lawyers can review, redline, draft, and revise commercial contracts without disrupting their existing workflow. Gavel Exec helps legal teams generate first-pass reviews, identify key issues, create suggested redlines, write comments, and draft or rewrite clauses based on preferred negotiating positions. It also supports playbooks and contract term benchmarking, helping firms maintain consistency while identifying language that may fall outside market standards. Gavel Workflows focuses on legal document automation by transforming intake responses into complete Word documents and PDFs. Legal teams can build branded intake portals, collect client information securely, and route responses into automated document generation workflows. The platform supports conditional logic, calculations, branching questions, and reusable templates, making it useful for both simple forms and complex legal documents. Firms can use their own Word templates or start with Gavel’s legal template library across practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. Gavel is designed by legal professionals and includes onboarding, training, and support from a team familiar with law firm workflows. Its security features include encrypted intake, SOC 2 and HIPAA-compliant databases, AES-256 encryption, PCI-compliant client portals, vulnerability testing, and a contractually enforced zero data retention policy. By combining secure legal AI with customizable workflow automation, Gavel helps law firms and legal teams reduce manual work, improve consistency, and deliver completed legal documents more efficiently.

What is Bancroft?

Bancroft is a cloud-based estate planning platform tailored for financial advisors, registered investment advisors (RIAs), and firms, which simplifies the creation and management of estate documents for client households. Advisors can invite clients to a personalized portal where guided questionnaires for each document automatically populate relevant household details. This solution is equipped to generate a range of state-specific legal documents, such as wills, revocable trusts, powers of attorney, HIPAA authorizations, and other essential papers, while also giving advisors a detailed dashboard to track document progress and outstanding tasks. Furthermore, it includes trust-funding workflows that enhance the efficiency of asset retitling, beneficiary updates, and deed assignments, complemented by draft letters awaiting advisor approval. Among its many functionalities, Bancroft provides a secure Digital Safe for safeguarding household records, supports trust modifications, and offers visual aids for blended families to understand potential outcomes based on the order of death of either spouse. Importantly, although Bancroft delivers these software tools, it does not operate as a law firm, and users are advised to seek personalized legal counsel outside of the platform for specific needs. Ultimately, with its comprehensive set of features, Bancroft aspires to improve the estate planning experience for both advisors and their clients, fostering a more structured and effective approach to estate management while ensuring that users have the necessary resources at their fingertips.

Media

Media

Integrations Supported

Axis LMS
Clio
Docusign
Google Analytics
LegalServer
Salesforce
Stackreaction
Zapier

Integrations Supported

Wealthbox

API Availability

Has API

API Availability

Pricing Information

$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 Offered?

Pricing Information

$299/month
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Gavel.io

Date Founded

2019

Company Location

United States

Company Website

www.gavel.io

Company Facts

Organization Name

Bancroft Sysyems

Date Founded

2024

Company Location

United States

Company Website

usebancroft.com

Categories and Features

AI Legal

Not specified

Document Control

Archiving & Retention
Automated Routing
Electronic Signature

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Archiving & Retention
Collaboration Tools
Document Archiving
Document Assembly
Document Conversion
Document Retention
Electronic Signature
Forms Management

Document Version Control

Archiving & Retention

Document Workflow

Not specified

Estate Planning

Not specified

Family Law

Not specified

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Legal Document Management

Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Tagging

Categories and Features

Estate Planning

Not specified

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