Estate Planning Document Automation Software

How do Estate Planning Attorneys cut 90% of the time it takes to draft their clients’ documents?

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:

Frustrations with keeping up with your clients’ plans
Needing to go into each and every document and copy and paste the same information
Time taken reviewing and re-reviewing to ensure everything is right
New staff members that need to be trained on how to draft documents

With Knackly we have gone from 11 hours to create an estate plan for our clients to less than an hour.

Graves Theus

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.

Ben A. Neiburger

How will Knackly help you?

Have a More Profitable Practice

Estate Planning is widely viewed as a flat fee practice. This means that the more efficient you are the more profitable your practice will be.

Deliever Error Proofed Documents

Ensuring that your documents….

Happy and Productive Staff

…..

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How Knackly Works

Streamline Your Client Intake

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.

Works on any device (PC, MAC, Tablet, SmartPhone)
Gather the information you need when you need it by incorporating External Intakes into your workflow
Have clients upload documents through the Intake

Tryout the External Intake

Gather the right information quickly and effectively

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.

No need to automate the document and question form.
Automatically guides the user through the questions that are needed to create documents
Ensures accuracy of documents so nothing is missed
Create all of your documents at once
Reduces time to train new staff members

Entering Information Once

With Knackly we integrate with Clio, Filevine, and Zapier to ensure that information is only entered once.

Reuse People in Different Roles

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.

See How Knackly Creates Estate Plans

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