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Description

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Axis LMS
Clio
Docusign
Google Analytics
LegalServer
MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Stackreaction
Wealthbox
Zapier

Integrations

Salesforce
Axis LMS
Clio
Docusign
Google Analytics
LegalServer
MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Stackreaction
Wealthbox
Zapier

Pricing Details

$1,125 per month
Free Trial
Free Version

Pricing Details

$83 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Vendor Details

Company Name

Gavel.io

Founded

2019

Country

United States

Website

www.gavel.io

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Product 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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