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Document automation software

Best Practices for Getting Started with Document Automation

In today’s changing legal landscape, the importance of efficiency cannot be overstated. Document automation is a valuable.

15 Sep, 2023
Reducing draft time through legal drafting software

Marking Up Your Documents for Automation

Introduction Document markup is a fundamental tool in the automation process. Marking up your documents streamlines automation.

15 Sep, 2023

Knackly vs. XpressDox

Comparison of Knackly and XpressDox How does Knackly compare to XpressDox.  Read on to learn more. Book.

18 Jul, 2023

Setting up External Client Intakes

In this Knackly Q&A video, we give examples of how to set up External Client Intakes.

16 Jun, 2023

Creating an email to send to clients

In Knackly you can create an email automatically by using a File template that is formatted as.

16 Jun, 2023

Client Intake

Course 1 – Introduction to Knackly Sed cursus turpis vitae tortor. Nulla facilisi. Praesent turpis. Vestibulum ante.

16 Jun, 2023

Create Single Successor executor, guardian, and trustee profiles in Knackly

Setting up executors, guardians, and trustees in your estate planning documents is one of the more complex.

16 Jun, 2023

Template: Asset and Liability List for Estate Planning

We have created an asset and liability list that you can import into your workspace.  Please feel.

16 Jun, 2023

Example of creating Co Executor, Trustee, and Guardian Language.

One of the more complicated language additions that you will have in estate planning is the Executor,.

16 Jun, 2023

Estate Planning

Course 1 – Introduction to Knackly Sed cursus turpis vitae tortor. Nulla facilisi. Praesent turpis. Vestibulum ante.

16 Jun, 2023

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