The document automation software law firms love

Gather the right info at the right time, be more proactive with your clients, and spend 90% less time drafting documents

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Knackly trusted by more than 150+ companies across the globe


Knackly eliminates errors, inconsistent templates, and duplicated work.

No attorney on Earth has time to create every document from scratch. So like everyone else, you probably use previous client documents as starting points for new clients, copying and pasting new information over the old.

Or you rely on templates, which should contain the same boilerplate information across all of the end-document results. But somehow, little things end up changing — and after a while, you and your staff don’t know which template is the most-up-to-date (even with helpful file names like “Estate Plan Template_FINAL_June 2022_usethisone.doc”).

This is why Knackly exists. Knackly is a comprehensive, easy-to-use document automation tool that enables you to:


Seamlessly keep up with your clients’ plans — even reach out proactively instead of reacting to calls and messages.


Create accurate documents in 90% less time — without going into documents one-by-one to copy and paste.


Confidently delegate document drafting to your staff — without spending hours double-checking their work.


Here’s how Knackly helps you create accurate documents much faster

Send client intake responses straight into documents

With Knackly’s External Intakes™ feature, your clients can fill out their own information in easy, step-by-step online forms. That information is then piped directly into the correct documents for this point in their case.

  • Works on any device (PC, Mac, tablet, or phone).
  • Use multiple External Intakes™ in your workflow to gather only the information you need, when you need it.
  • Clients can upload documents.

Guide your clients through smarter forms

Knackly’s Intake Builder™ means you can automatically ask the appropriate questions for each document you automate — without needing to manually show or hide form fields or document outputs.

Not only does Intake Builder™ reduce time spent for both you and your clients, it cuts down on errors. And because you no longer need to train employees in cumbersome form-building, your staff can get to work faster.

  • Automatically guide clients through the right questions to create documents.
  • Ensure document accuracy (because nothing gets missed).
  • Create document sets based on case status.

Output to multiple Word and PDF documents

Knowing which document is right for a client takes time and training. With Knackly you can create a document system that selects the right documents automatically. Saving your staff time trying to figure out which documents to use.

Let Intake Builder™ guide your staff and clients through questions that automatically select the right documents and collect the right information

  • Create multiple Word documents.
  • Create multiple automated PDF documents.
  • Let the system select the right documents.

Enter information just once and use it anywhere

Every law practice requires entering information about clients and other people involved in each case, and defining their role in the case. That’s not a problem.

The problem is when you have to enter that information again when assigning those people a new role (for example, petitioner vs. respondent)… again, and again.

With Knackly, enter each person’s information just once for use in any role. Simply select the right person from the dropdown menu whenever you need — no duplicate data entry necessary.


Knackly works both ways with the tools you already use

Sync your systems and send information to and from Knackly in just a few clicks. You’ll never have to enter the same data into multiple places again.



Law offices in dozens of specialties rely on Knackly

Family lawyers, estate planning and probate specialists, litigators, and even loan originators use Knackly to streamline their client intake and document creation processes.


Don’t just take our word, see what Knackly users are saying

“This is a really great product. It is still being refined. Eventually this will be the product to use regardless. There are still some missing features that some people might miss but overall really great.”


Michael S.

Operations Manager

“I’ve been able to do everything I have needed to do in Knackly so far. I like using the external client interviews and look forward to the coming improvements they will release.”


Daniel V.


“I’m still in the implementation phase but so far it is an amazing product. There is a little bit of a learning curve but the customer support is fabulous!”


Noel M.



Learn the basics with expert resources


Grow your practice through efficiency and accuracy

Draft high-quality, accurate documents in a fraction of the time without spending thousands or hiring more staff. Spend the time you save proactively helping your clients and winning new business. That’s how Knackly users grow their practices.

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