Converting Your HotDocs Templates to Knackly

We worked with HotDocs for 20 years prior to starting Knackly and understand the complexities of how the conversion from HotDocs to Knackly works.

Book a 30-Minute Conversion Consultation

Overall

4.6

Out of 5

Overall

4.1

Out of 5

Why Switch from HotDocs to Knackly?

Switching from HotDocs to Knackly will modernize your document automation process, save ongoing maintenance costs, enhance user experience, and provide better integration options with other tools through our Open API.

Knackly hasn't come across a HotDocs document that can't be converted to Knackly.

As the product owner of legal software that generates estate planning documents, our search for a new document generation platform led us to Knackly, and we couldn't be more pleased with the results. After evaluating multiple systems, Knackly stood out for its robust capabilities and ability to handle complex layers of logic that our templates require— surpassing what we found elsewhere.

From the start, Knackly has been an absolute pleasure to work with. The transition from HotDocs to Knackly has been smooth, with our members easily adapting to the intuitive, modern interface. Knackly's customizable platform not only meets our needs but has allowed us to implement new features previously not possible.

We highly recommend Knackly for anyone looking for a powerful, user-friendly document generation solution.

Lawyers With Purpose

Britt Shearin, Esq Director of Legal Education

“I've done automation in HotDocs and Knackly. I absolutely prefer to work in Knackly over HotDocs. I've seen a 40% reduction in time to automate my client's templates since moving to Knackly and my clients are loving the user experience."”

Whittney Olsen

Document Automation Consultant

Knackly trusted by more than 150+ companies across the globe

Our Process for Conversion from HotDocs to Knackly

Determine which HotDocs templates and CMP files you want to convert

In HotDocs, document automation requires both automating your templates and automating the interview to dictate when questions were displayed, which is a duplication of work.

In Knackly, relevant fields are automatically asked for each document you automate – without manually showing or hiding form fields or document outputs.

Knackly's intake builder automatically guides clients and users through the necessary questions without extraneous scripting or seeing questions they don't need to answer.

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

Run the templates through our conversion tool

While HotDocs does allow dynamic variables, the process of creating and filling them tends to be tedious and time-consuming. In Knackly, creating a dynamic selection variable is simple and straightforward.

To create a dynamic selection variable in Knackly, you only need a list of the information you want the variable based on (i.e., a list of parties, or borrowers, or children). Then all you have to do is direct your selection variable to pull from the list, and you're done – no complex scripting, indexing, or other programming required.

Enter contact information in one place and easily select the information for various roles, ie executors, borrowers, plaintiffs and defendants, etc.
Create dynamic selection variables without complex scripting
Use contact data in selections from various data sources whether through our integrations or our open API.

Converting hotdocs templates to knackly templates

Match hotdocs variables to match knackly variables

Modify variables and models as needed to optimize for Knackly

Knackly is built with an object oriented methodology. Which means when you need to reuse or update Knackly makes it easy to accomplish without a lot of scripting.

Update variables, templates, and formulas in a single place instead of multiple places
Reuse data in without complex scripting
Sort, filter, and group lists of data without complex scripting and propigating the same data over and over again.

Convert Templates from HotDocs to Knackly

In Knackly the setup to create multiple documents from the same interview is straight forward with our Apps.

No more needing to figure out what questions to ask through extensive scripting. Just add your document(s) to an app and the questions will automatically be asked of the user.

Knackly Apps do the work for you to ask the right questions.
Name your documents using text and variables.
PDF and Word documents can be created from the same intake.

Convert hotdocs templates to knackly templates

Here’s why firms switched to Knackly

“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.

Attorney

“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.

Owner

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HotDocs or Knackly? It’s an easy choice!

Why not skip the struggle, and just start using Knackly now? Knackly is easy to start using. Choose a monthly or yearly plan, and cancel anytime for any reason.

Book a 30-Minute Demo

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