thank you again for being here. So today
we're going to be diving into Gale legal
forms. My name is Amber Winters
and I am your Gale training consultant for the day.
So first today, I of course will talk
about just the background of a gale legal forms.
What it is, what you can find within the resource,
but I'll spend the majority of the time actually walking
through so you can see some of the different workflows
your patrons are going to be utilizing some
of the different content types, they're going to be accessing
able to kind of take a look at all of that today.
And then at the end of this session I will have
some kind of wrap up information for you,
some contact information for
you to move your learning forward and I hopefully
will have some time at the very end for any questions I wasn't
able to answer as I move through the session.
But again, if I'm not able to answer all of your
questions, send you an email with
the response. once the session is done for
the day. So
let's jump right in. Let's go ahead and talk about gay legal
forms. So this resource is going
to provide state specific as well
as national legal forms that your patrons
are going to be able to fill in and complete
to kind of forward on to wherever they need to go.
And some of the key areas include things like
adoption, divorce estate
planning, small business ownership
and small business operations, landlord tenant.
So it's a really broad resource
that's going to help a lot of your different patron types.
and we always like to say this is not legal
advice. This is legal information. So this is
a really great supplements, for
individuals who may be working with an attorney, they
can get some of this information maybe even before
they speak with their attorney. so they have
themselves kind of on the right path and ready
to go as they start the process.
This is also great for some little things that they
We're working on like selling a car or something
like that. We provide really simple
legal forms that they could fill
out to make sure they're kind of
crossing their TSS and downing their I's with whatever
they're deciding to do.
And in addition to those legal forms, we also
have some supplemental material that's going to help
them really understand whatever process
or whatever topic they're going through. So we have
different things like leader articles as well.
Sorry, legal articles as well as dictionaries.
So if they come by a legal term that they're
not super familiar with, we
have definitions right here on the platform,
they can take a look at that and then get back to whatever
they were doing
We also have an attorney directory within this
resource. So if they are looking for someone, they
can certainly do that through here. And
we also have a Q and A. That's lists some
previously asked questions and
responses. So again, if they
just looking for a little bit of background
about whatever topic they're going to be exploring.
They can do that with some of the different supplemental
materials that we have available for them.
and on this platform, we have both browse and
search options. We're going to take a look at both of those
things., but it's really kind of extending
the accessibility to all different kinds of patrons.
So if they prefer to kind of just browse through the
different categories, we have to figure out what they need.
They can do that if they have something very specific
in mind then at that point they can use the search
and pull that specific bit of content.
So it's a nice kind of double
organization to make sure they can find the
information however, works best for them
And we've just recently added some new
Spanish language forms that I want to point out
for you. So we've just added 23,000
new Spanish language forms. So if you do
have a lot of patriots coming in looking for that Spanish
language, they'll find quite a bit here within the
resource and just like the English forms.
they are both. National and state
specific? So some of them will be specific
to your state while others are going to be applicable to
all 50 or maybea few
of the 50 states
and again, they are attorney drafted to make
sure they are accurate so they do come from
attorneys themselves to make
sure they're hitting all the legal information
they need to.
and the content is actually linked to the english
entry. We'll take a look at that in a second.
But what that means is, if they find
form they're interested in that they want to utilize.
Again, I'll stick with a car sale.
if they find that form they click into it,
they'll be able to download either the english version
or the spanish version or both.
So they'll be able to really decide which
bit of content they want to take a look at.
Now let's go ahead and dive right in and take a look. I haven't
seen any questions pop up in the Q and
A. But I will just pause here as I'm changing
my screen and ask does anyone have
any questions before we keep moving
I don't see anything. So let's go ahead and keep moving. So
here's our home page for gil legal forms.
And I just want to point out today, I'm using
the michigan legal forms version
because I am stationed here in michigan.
so whatever state you're in, you'll most likely
have access to those legal forms. So
if you're following along with me in your own instance,
it may look slightly different. some of
the categories, some of the foreign forms
might be labeled a little bit differently just depending
on whatever state you're in
so let's first kind of get a lay of the land
here on the home page, you'll see, we have our search
term at the very top here.
Yeah, Gretchen, the chat is disabled, go
ahead. Any questions you have put them into
the Q and a. Like you just did it makes
it a little bit easier for me to keep track of them to make
sure I'm not missing anything. So anyone
with questions go ahead and use the Q and A. As opposed to that
chat just so we can keep everything organized
and I don't miss anyone's question.
So again on the home page we have up top here our search
bar. But on this left hand side here, this
is where you're going to find all of the supplemental content
I mentioned here. So we have
our legal definitions section. So again,
if you have a patron who may be trying
to figure out a specific
term and what they're working on, they can click into any
of these here
let say maturity law. They can click in. It's
just giving them a very quick bit of information
and then they can easily jump back. So you'll see,
we do have a breadcrumb trail here
so I can jump back to all of my legal definitions
if I need to maybe click further or
I can click all the way back to my legal forms library,
which is pulling me here to that main home
under legal definitions. We also include tax
forms here on this platform. So we have state
specific tax forms and we have federal
tax forms as well. And I think these state
specific tax forms are really beneficial.
what's nice is no matter what states,
you currently have access to. So if you're in texas
and right now you only have the texas legal forms
as expected. you'll still have
all of, the different state tax forms.
So if you have patrons who are coming in, maybe
they work in two different states. They're going to need to
file for those e each of those individual
states, they'll have access to all of them here
in your instance. So they'll be able to do that.
And again our federal tax forms are listed
here as well and we do link right
to the IRS. So if they need a little bit more
information than what we have to offer them,
they can link right here, we have that set up for them.
Under those tax forms is the attorney Directory
that we mentioned.
and you'll see here, you can choose whichever state
you like and the attorneys
request to be listed here. We sometimes
forget that. How do we find our attorneys and list them?
they do request to be added to
our list. You'll see there is a request contact
form right here. So this is of course
not going to be an exhaustive list of
every attorney within your state
or within your city.
but it is a start, it's a good place for your patrons
to start. They can click through here and take a look at those
underneath our attorney directory, we have some
external links again. So if we need some
more precise information
than what we're getting here, we can click into
different organizations. Getting different
forms. Again, remember I'm in the
michigan instance, which is why you're seeing michigan
state tax forms here you'll
most likely see something different. If you're in a different
state, you may see more than this, you may see
a little bit less, just depends on your
state and what they have available
and under our our external links. Now we
have this really great law digest. Let me pull
this up here
and all of this content is being pulled forward
from the gale encyclopedia of american law
and we recently just updated this. So,
it's fully updated and ready for your patrons
to use and this is providing information
from the real world from reported
cases. So it's really giving them background
on whatever they're getting started in as
it's happening so they can click into again, they
can run their search here or they can click through
and browse, we'll just browse today
by clicking to see
we'll see what we have available. We have some different individuals
who um have been recently
highlighted in whatever topic
that they have been related to.
We can scroll down, we see different bits of information.
Maybe we're interested in software privacy,
I can click into this
And it's given me a nice background, a nice bit of
information about consumer
So you'll scroll down here and it's a a pretty
substantial read but it's a nice way for
them to get started here and you'll
see there are further readings listed down here as
well. So if they need to move they're learning
forward about this legal topic,
they can do that here
underneath the log I address again. Is that legal
Q. And A. So these are questions that have
been asked and have been answered, by
us here. You'll see when I scroll down, we do have
it organized based on category
just to make sure that we get everything nice
and clear for everyone. So we can click into any
of these. let's click into vehicles.
and you'll see now I have these questions listed and now every
state's answers apply
in your resources. So you'll see when
I have my question, you'll see where this individual
asked the question. So this one asked it in florida
this one asked in Ohio and Utah
So just make sure your patrons are aware that
many times these answers are going to be
kind of universal throughout the United
States. Sometimes they may differ slightly,
Sometimes they may differ a lot. So this is a great
place for them to get started and
then to kind of find tune the tune, the answer
based on whatever state they're in. So this is a nice
again, starting point for them.
under the Q. And A. We have our legal life articles
which are kind of shorter articles than
our law digest. The law digest is going to
give some really specific topics
with kind of in depth information. We can see
our legal life articles here are more very
specific kind of broad cat stories.
So something like owning a business. I can
click into this
and it's given me the, the background information about
owning a business, but it's not a very
very specific topic here.
This is really that nice overview
before they kind of dig in using their own
and underneath all of this, you'll see, We also have
a most popular option here. So these
are the most popular searches
that are currently run within legal forms.
So this may be a good place for your patrons
to start as well. They don't know exactly what
they're looking for. They can take a look at this
and get going that way.
Now, I'm going to jump back to the home page and
I can either do that in my breadcrumb trail here
by clicking into legal forms or
I can do that by clicking into my,
banner. Excuse me, my brain
is a little bit everywhere today. clicking in
my banner and the title here and that will pull me forward
to the home page as well.
So now that I'm here, I'll point out we do have some legal
forms that can be completed online,
which means they won't need to download the form
before they fill it out. They can fill it out right
here on the platform and then download it all ready to
go? And then your other
forms will need to be downloaded first
and then completed as a word document
that way. So we do have both. If they
only want to take a look at legal forms that
can be completed online, they don't want to have to worry
about downloading, they can click this here
Now. Let's go ahead and scroll down here and
on this home page, we do have some of the
main categories listed. So again,
if your patrons aren't exactly sure what they
need and they want to just browse a little
bit, we have all of this listed here.
I do want to point out a lot
of times we have small business owners
looking for. information, especially if they're
not as well versed
in the, the legalities surrounding owning
a business. We do have a full small
business section. So if you have those patrons
coming in looking for that content, this
is a really excellent place to send them.
It will get all of its kind of laid out for them.
But let's again, we'll stick with my, automobile
um, example from earlier. So,
I know I want to sell my car. I'm taking
a look look at this to browse and I see automobiles
listed. So I'm going to go ahead and click into this here
and this is bringing me forward to another step
here. So you'll see again my breadcrumb trail.
So I can take one step back if I want
to. And then underneath this
is just another kind of layer of organization.
So now that I'm in automobiles, I can click into these
subcategories and I know I want
to sell my car. So let's click into bill of
now we have all of my different
forms related to bills
of sale for automobiles. So I
can now click into any of these and these are going
to pull forward here. The actual
So this gives the background here
You'll see this is one that's has
both spanish and english available.
So this can be downloaded as an english
word document or a spanish word document
and they'll be able to complete that underneath
those download options. It is telling me what this
is. So I can make sure this is what I'm looking
for before I even download it to my computer.
It's giving me a preview here so I'll
know what to expect. This is what I'm going to need to fill
out. This is the type of information I'm
going to need to know.
and then right next to that we have our related
So if I need more information about bill of sale,
I have this nice little definition right here
that's going to potentially move me
forward in whatever I need to pull out. So
I have that option right there
in the end. You'll see my
breadcrumb trail has lengthened
quite a bit as I've been clicking through.
So maybe I want to go back to automobiles and
that's not what I'm looking for. I can jump back
here And again,
I can click through and find whatever I think is most
And now I am going to jump back to the home page
one more time just so we can all kind of stay in
the same general area
here because I do want to run through a search
as well. Now today for my search, I'm not
going to run a search for a specific keyword
because I wanted to tell you about a nice feature. We have
within the legal forms and they're prebuilt
packets for different topics. So
instead of running a search for a specific topic,
I for package is going to pull
forward the different packages, we have pulled together
for different topics here. So you say as I scrolling
down, I'm scrolling down, we have one for
personal planning, so maybe
we want a packet, we want to draw up
our last will and testament, we can do that, we can
click in here.
scroll down here. We'll see the different package
And then we're giving some optional information here
as well. So these are some different forms
that are going to be related to the topic we're looking
at that aren't fully developed
package components, but we want to include
them here because they may be supplemental
information that needs to be included within
the packet here.
And for this package, it's showing us the
description here. So it's telling us
each of the different articles and what's
they're going to do here. It gives us a preview
again and again, we have our related
and you know what's great is I can choose here
to just download a specific
piece of the package.
So if I'm only in need of this first
I can click into it just to take a
look at it on its own.
I could take a look at this preview
and then I can choose here if I want to download
it as a spanish or english
word document here
and I can go back
You'll see if I'm not interested in clicking into
this. I already know I want this. I can
just hit download here and I'll be able to download this
and many are downloaded as word documents.
You'll see some have the option to download as a Pdf.
There are quite a few different worksheets
that are built out as spreadsheets. Especially
if we're talking about um starting
or operating a small business. We do
have a lot of
worksheets for that sort of thing.
Maybe building up your accounting
practice, your bookkeeping, things like that.
They'll find information here
So let's go ahead and hit the back button here
and you see I can really start to kind of scroll down
Now, since we've got just a little bit of time, I will
jump into the small business section just
because again we do see a lot of patrons
looking for that small business loft
contents. Again I haven't seen
any questions pop up but if we have
some, go ahead and pop them into the Q. And A. For me.
it is a little bit quieter today than I thought it would
be. So we will certainly have time to get all of your questions
so I'm going to click into small business
here and to do that. I just jump back to the home
page by clicking on my banner
up top here,
and then we're gonna click into small business
and now you'll see our small business is broken
pretty detailed wise here,
do have a quick question How much does it cost
for the download of forms? It doesn't cost
anything erin they are they
are free to use, they have unlimited use
um As long as you have access to this resource,
you don't need to worry about paying for anything anyone can
download the content
But again, in our small business here, you'll see. We have all
of this available. We've got some great
checklists that I like to point out so
they can make sure they are ready to maybe
start their start their business
or move their business forward. We also have
Prede developped letters
and notices here so they don't need to reinvent
the wheel if they need to send a letter to someone,
maybe a cancellation, maybe
they need to send something to their bank.
We have these premade for them so they
can just you know add their customization.
So probably their business name, maybe their own name
and their contact information.
Print it out and then send it wherever it needs to go.
It's a really nice way for them to kind of
get that information out with having to build
it without having to build it, build it
all on their own.
And at the very bottom I will mention our worksheets
so we can pull that forward and there's
quite a few different worksheets available
so they could take a self assessment if
they want to take a look at to see if
their business is something that's practical. They can
do that self assessment here. We also have the strengths
and weaknesses analysis. So
it's really helping them kind of move forward.
as needed here and it looks like we have
a quick question, how often are resources
is reviewed and updated? Um I don't
have an exact time frame laura but I can
get the exact timing
from my product manager. but
generally we do keep them as up to date as we possibly
can. can so when legislation cha changes
we um attempt to keep those,
keep those in line with that.
We are powered by us legal
so that is supporting this here as well. But Laurie
let me speak with my product manager and I'll give
you the exact um
recurrence. If it's monthly, daily
weekly I'll take a look and I'll send
you an email to let you know that answer.
Ok, so I don't see any other questions.
I'm going to go ahead and switch back here
because I do have some contact information for
you. So if you do think of questions after
we're done for the day or maybe you want to take
another look at gale legal forms with someone
at gale. Maybe you want to talk specifically about
a topic I didn't cover
you know maybe adoption. Maybe you want to dig
deeper into will planning and how this can help your patrons.
You have a customer success manager who
can help you out with that. If you haven't
spoken with your customer success manager previously,
just send an email to gale at customer success
at engage dot com and we're going to forward you to
the correct individual and they can help
you walk through the resource or maybe you want to talk
about usage or how you can promote this
resource. they're here to help you
with all of that good stuff so feel free to reach
out to them.
You also have access to a wonderful sales consultant.
So if you don't currently have Gil legal forms
but you want to discuss it. feel
free to reach out to them. If you haven't spoken with
them you can send an email to. So I'm sorry
you can utilize support Gil dot com
forward slash rep finder and
that will forward you to the correct individual.
And we also have quite a bit of
premade support and training materials
for you. So we have resource
guides, Webinars like this one shorter tutorials.
We also have premade
flyers and posters and
bookmarks and all that good stuff to help you get this.
information out to your patrons. And
that web page is just support dot gil dot com.
You'll be able to navigate through that. And
this resource, the support site is for
all of your Gale resources. So if you have more
than Gale legal forms, you're going to find
content for everything that you're going to need.
and I do have a training session survey for you
all to take if you have your phones you
can feel free to scan this QR code
to get that information. Otherwise it
is going to populate populate in your browser
as soon as you close out of this session today
so it's there and ready for you.
And I will ask just one more time before
we hop off of this session
today. Does anyone have any questions
that I didn't answer or does anyone want to take
a look back at any feature
within the resource?
Ok? I don't see anyone typing.
So we're going to go ahead and end this session for today.
I thank you all for being here and hopefully we'll
see you in future webinars have
a great day.