Amy McGarry Case Study

FIRM STATS:

Customer:

Amy McGarry Law Office, PL

Headquarters:

Cape Coral, Florida USA

Most Firms Choose the Wrong Automation Platform — Here’s Why

The problem isn’t features or price. It’s a misunderstanding of how automation tools break once documents get real.

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Head Count:

10+ Employees 

Practice Areas:

Estate Planning, Probate & Trust Administration, and Medicaid Planning

The Customer

Amy McGarry’s firm handles probate and estate planning matters and relies heavily on document templates to keep work moving efficiently. Amy was already familiar with document automation through HotDocs, so she understood both the value of automation and the limitations of tools that only solve part of the workflow.

Their Challenge

Like many probate and estate planning firms, Amy’s team had a large volume of templates to manage. They explored multiple systems, including Clio Draft and Lawmatics, but kept running into the same problem: the platforms felt clunky and never got them all the way to the finish line. Some tools handled only part of the process, while others still depended too much on cut-and-replace work in Word.

Amy knew the right solution needed to do more than patch together pieces of the workflow. It had to give the firm a reliable way to build and control its own documents, reduce manual work, and support a growing team without adding unnecessary complexity. When Noell showed her Knackly, Amy immediately saw that the learning curve would be worth it.

The Analysis

Amy’s team needed a platform powerful enough to support probate and estate planning templates, but simple enough that staff could use it confidently every day. Knackly stood out because it did not just automate fragments of the process. It gave the firm a way to build its own documents in a cleaner, more complete system.

That mattered right away. Amy’s “aha” moment came when her probate paralegal started using Knackly and saw how much easier it made the work. Instead of relying on cumbersome systems or patchwork editing, the team could create plans more efficiently and with far fewer opportunities for mistakes.

The Solution

Since adopting Knackly, Amy’s firm has dramatically simplified its document process. Her paralegals love using it, and estate plans can now be completed in very little time. The workflow is easier for staff to learn, easier to train, and easier to maintain as the firm grows.

Knackly has also helped the firm reduce mistakes, save time, and lower costs. Because the documents are truly their own, the team has more control over how work gets done. Training new staff has become easier as well, with Amy’s team creating videos to show new users exactly how to complete tasks inside the system.

The efficiency gains have been meaningful enough that, instead of immediately hiring another full-time employee, Amy sees the possibility of meeting demand with a virtual assistant supported by a much better workflow. For her team, Knackly has not just improved document automation. It has changed how the firm thinks about scaling.

“We have a ton of probate and estate planning templates, and every system we looked at only got us part of the way down the track. Clio was clunky. Lawmatics was clunky. When Noell showed me Knackly, I knew we needed it. The learning curve was worth it. Our paralegals love it, estate plans get done in very little time, and we make fewer mistakes because these are our documents.”