

271: Automating Documents & Productizing Your Services (with Dorna Moini)
10 snips Nov 21, 2023
Attorney Dorna Moini explains how her product, Gavel, enables full intake and workflow automation. She discusses the importance of automating repetitive tasks and how innovative document automation revolutionizes traditional legal services. The concept of productizing legal services and using integrations is explored. The role of artificial intelligence in workflow development is discussed along with the importance of quick adaptation in automation projects.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
Transitioning from Document to Gavel
05:03 • 10min
Success Stories and Innovative Pricing
14:41 • 5min
The Power of Automation and Workflow Logic
19:43 • 17min
Managing Templates and Staff Roles
37:06 • 2min
Documenting Processes and Switching Document Assembly Systems
39:26 • 2min
Gavil Integrations: CLIO and Zapier
41:29 • 4min
Thinking Big and Starting Small in Automation and Legal Productization Projects
45:43 • 2min