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Gavel + Zapier

Multi-user workflows (using Clio and Zapier)

Using Gavel as a Trigger in Zapier

Using Gavel as a Trigger in Zapier

3:57

Using Gavel as a Trigger in Zapier

Using Gavel as an Action in Zapier

Using Gavel as an Action in Zapier

8:21

Using Gavel as an Action in Zapier

Trigger Example: From Documate to Excel

Trigger Example: From Documate to Excel

2:39

Trigger Example: From Documate to Excel

Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)

Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)

3:29

Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)

Update Contacts/Matters/Custom Fields in your Practice Management System

Update Contacts/Matters/Custom Fields in your Practice Management System

3:29

Update Contacts/Matters/Custom Fields in your Practice Management System

Updating Data Between External Database and Documate (Example: Airtable)

Updating Data Between External Database and Documate (Example: Airtable)

4:57

Updating Data Between External Database and Documate (Example: Airtable)

Multi-user workflows (using Clio and Zapier)

Multi-user workflows (using Clio and Zapier)

4:11

Multi-user workflows (using Clio and Zapier)

Update Google Contacts using Documate Data

Update Google Contacts using Documate Data

6:29

Update Google Contacts using Documate Data

Exporting Output Documents to Other Applications

Exporting Output Documents to Other Applications

4:21

Exporting Output Documents to Other Applications

Using Conditional Actions with Filter by Zapier

Using Conditional Actions with Filter by Zapier

4:24

Using Conditional Actions with Filter by Zapier

Using Multiple Conditional Actions with Paths by Zapier

Using Multiple Conditional Actions with Paths by Zapier

Using Multiple Conditional Actions with Paths by Zapier

About This Lesson

Multi-user workflows are key to efficiency, consistency, and proper data gathering.

Have one user start a workflow (e.g., yourself). Then, have another user (e.g., a paralegal or client) finish the workflow. This allows multiple individuals to add their information in to generate the documents. In the example here, we set this up so that a workflow is initiated when you enter data into Clio (more on Clio here). Automated emails to parties and clients can also be triggered throughout this process.

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