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What is Luminary?

Luminary is an innovative, cloud-based platform specifically designed for wealth management professionals, family offices, and estate-planning specialists, which transforms traditional trust and estate documentation into interactive digital formats, insightful visual representations, and actionable intelligence, all enhanced by artificial intelligence. With Luminary, users are empowered to effortlessly upload both historical and contemporary planning documents, gaining instant, clear summaries and extracted data that can cut review times by as much as 80%. The platform allows for the creation of interactive estate-flow diagrams and "waterfalls" that automatically adjust with the latest asset valuations, giving clients a transparent view of distribution sequences and beneficiary designations. Moreover, it supports the simulation of intricate strategies such as GRATs, SLATs, and CLTs in a consolidated environment, permitting side-by-side evaluations of alternatives and the swift generation of high-quality presentation materials that fit brand identities in just minutes instead of days. This revolutionary approach to estate planning not only boosts operational efficiency but also significantly enhances client interaction through the incorporation of advanced technology. As a result, Luminary is redefining the standards of service in the wealth advisory and estate planning fields, leading professionals to a more effective and engaging practice.

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.

Media

Media

Integrations Supported

Axis LMS
Clio
Docusign
Google Analytics
LegalServer
Salesforce
Stackreaction
Zapier

Integrations Supported

Axis LMS
Clio
Docusign
Google Analytics
LegalServer
Salesforce
Stackreaction
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$83 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Luminary

Date Founded

2022

Company Location

United States

Company Website

www.withluminary.com

Company Facts

Organization Name

Gavel.io

Date Founded

2019

Company Location

United States

Company Website

www.gavel.io

Categories and Features

Categories and Features

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Forms Automation

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

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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