LEGAL DOCUMENT AUTOMATION
Turn hours of legal drafting into a guided document-generation system
Knackly turns your existing Word legal templates into a guided system that generates complete, fully formatted document sets in a fraction of the time.
In 30 min see how to generate complete document sets without hours of drafting
Keeps Legal Structure
Supports TOCs, bookmarks, and references so complex legal documents keep their structure intact.
Seamless Integration With Your CRM
Pull data from Clio, Actionstep, or API and reuse it across the entire document set.
Documents Adapt Automatically
Select options and clauses and sections update automatically across all documents.
Used by 150+ law firms to generate full document sets without days of drafting
THE PROBLEM
Lawyers shouldn’t waste time copy-pasting from old word docs
Each client needs around 5–10 documents (wills, trusts, POAs, summary letters etc.). That’s hours of copying, editing, and checking every time.
Copy–Paste Drafting
Copying and editing the same documents from scratch.
Missed Changes
One wrong clause or forgotten edit means rework or risk.
Slow Turnaround
Preparing a full document set still takes hours, not minutes.
Hiring To Keep Up
The only way to handle more work is adding more people.
" We used to copy and edit five or six documents per matter. Now we generate everything in one run and send files the same day. "
HOW IT WORKS
Here’s how to generate legal documents without triple-checking everything
Paralegal ready — Paralegals can run it without legal expertise
Works with your jurisdiction specific documents — Your templates determine the rules and jurisdiction
Choose data storage — Keep data in your jurisdiction (US, EU, Canada, or Australia)
STEP 1: ADD YOUR TEMPLATES
Start from the existing documents you already use
Upload your real documents: wills, trusts, POAs, letters, or any other templates you use today. Knackly doesn’t replace your documents, It turns them into a system that can generate full document sets.
- No rewriting documents from scratch
- No switching to generic templates
- Your structure and wording stay exactly as-is
STEP 2: DEFINE THE DECISIONS
Turn documents into conditional, case-driven files
Instead of copying and editing documents, you define the decisions once: which clauses, sections, and versions apply in which situations. From then on, the system applies those rules automatically.
- Conditional Logic — Clauses and sections appear or disappear based on answers.
- Version Handling — One system manages all variations of the same document.
- No Manual Cleanup — No more searching for the right paragraph or version.
STEP 2: DEFINE THE DECISIONS
Enter client data once and reuse it as needed
Client and matter data is entered once or pulled from your systems. Knackly reuses it across every document in the set, so nothing is retyped and nothing gets out of sync. This avoids :
- Re-typing the same names and details
- Mismatched data across documents
- Small errors that turn into big fixes
Works with :
…or any manual input you need
STEP 4: GENERATE THE SET
Get all client documents in one run in around 60 min
Instead of creating documents one by one, you generate the entire set at once, with formatting, TOCs, bookmarks, and references preserved.
- A complete document set, not drafts
- Correct structure, TOCs, bookmarks, references
- Ready for review, not for fixing
Same Day Drafting
What used to take 4-8+ hours across multiple documents now takes about one hour.
WHITE GLOVE ONBOARDING
We will automate your most used documents
Onboarding is a hands-on engagement where the Knackly team works directly on your most important documents to set up automation that removes real drafting work, not generic demos or partial setups.
Automation of your existing Word templates
Guided questions and conditional logic set up
A focused 10-hour engagement on high-value documents
WHAT'S TYPICALLY AUTOMATED IN A 10-HOUR ENGAGEMENT
Automation focuses on your most-used documents, where shared data and conditional logic save the most time
- Health Care POAs
- General Durable POAs
- Engagement Letters
- Pleadings
Once your first documents are automated, your team will understand how to confidently build and expand the system on their own.
USE CASES
Other tools can’t handle real legal documents
(with document sets, variations, and high-volume production)
Knackly is built for the legal work where documents need structure, logic, and dependencies across files.
Estate planning document sets
When one client needs a will, trust, POAs, and summary letters, all generated together from the same answers. Best used for :
- Will + Trust + POAs + Healthcare directives
- Any matter with a fixed multi-document package
Matters with many variations
When the same documents change based on case details, options, or jurisdiction. Best used for :
- Documents with many clause combinations
- Different versions of the same agreement
High-volume document production
When the firm handles 10+ new clients a month and document work starts to pile up. Best used for :
- Repeating matters with the same document sets
- Teams that need faster turnaround without hiring
REVIEWS
Loved by 100s of lawyers & paralegals all over the world
“We thought this would be a multi-month project. It wasn’t. Our first high-volume template was fully automated in under two weeks.”
Mark Reynolds
Operations Director
“Our documents have tables of contents, references, conditional sections, the whole mess. This is the first tool that didn’t force us to simplify templates to make it work.”
Jason Patel
Senior Partner
“Errors used to come from missed edits and copy-paste. Now the data is pulled once and reused everywhere. We’ve cut revisions and caught far fewer mistakes in review.”
Sarah Whitman
Senior Paralegal
FEATURES
Everything you need to generate real legal documents, 100% accurate every single time
Conditional documents
Documents change based on answers, not manual edits.
Document sets
Generate multiple documents for one client in one run.
Shared data
Enter information once and reuse it across all documents.
Guided interview
Step-by-step input flow for paralegals and staff.
Formulas
Keep values consistent without manual calculations.
System integrations
Pull data from Clio, Actionstep, NetDocuments, API, Zapier.
Legal structure
Supports TOCs, bookmarks, and document references.
Role assignment
Split work across people without bottlenecks.
FAQ
Questions? We're here to help
Find answers to your questions below. Contact us if you couldn't find what you're looking for.
Knackly is a document automation platform designed to handle complex, real-world workflows—not just simple templates.
It lets you turn documents into dynamic systems with:
- Conditional logic
- Calculations
- Reusable data
- Multi-document outputs
If your documents feel like “mini-programs,” Knackly is built for that.
GET FREE 30-MINUTE DEMO CALL
See How With Templates You Can Generate Complete Document Sets
We’ll show you how Knackly uses your existing documents to generate full document sets in one run, including how conditional logic, shared data, and document structure work in practice. In this free demo :
- A live walkthrough using real document templates
- How multiple documents are generated from one input
- How clauses, sections, and data change automatically