Think about your last client’s Estate Plan you created. If you are like most Estate Planning attorneys, you likely took a previous client’s documents and started to copy and paste the new information.
It may only seem like it is taking a short time to do the copy and paste process.
But what about:
With Knackly we have gone from 11 hours to create an estate plan for our clients to less than an hour.
We were lucky to have Knackly in place before the “Great Resignation”. Our ability to keep getting our clients to work done with efficiency has really reduced the stress we would have had otherwise.
Have you ever wanted your estate planning clients to fill out their own information in an online form and have that information go right into the documents you need to prepare? With External Intakes(™) you have the ability.
Creating a user experience that easily asks the person to enter the formation that is needed in a document is critical to reducing the time to create documents and errors in the documents. With Knackly’s Intake Builder™ you will have all of the questions asked appropriately based on the document that is automated. No more needing to put your logic of what you show and hide in the intake in the document and in the intake. Intake Builder takes care of this for you.
Knackly is highly-integratable, so you can quit entering the same stuff into two systems. With CSMs like Clio and others, you can automatically synchronize them with Knackly, both up and down!
In estate planning, you enter information about Clients, Spouses, Children, and other parties that are involved as executors, guardians, trustees, etc. With Knackly, you only have to enter those people once and then you can select them for whatever roles are needed.
Estate Planning, like many other practice areas, is document-intensive and becoming a flat-fee service. That means slow firms lose money. But, by speeding up every aspect of your document-building and client-intake processes, Knackly prevents waste and inefficiency.
Click this to watch us perform an intake and document-creation session for a new client seeking an advance medical directive and last will and testament. See for yourself how law firms like yours save thousands of dollars by improving this single workflow.