Knackly Features
Ensure Documents are Filled out Properly
Streamline your client intake.
Knackly Features
Streamline your client intake.
Easily reuse people’s information in different roles.
Connecting to other systems is key to creating an efficient office. With our open API, Zapier Connection, Clio, and other direct system connections, we have you covered.
From simple to complex Knackly handles all types of documents.
Creating a user experience that easily asks the person to enter the information that is needed in a document is critical to reducing the time to create documents and errors in the documents. With Knackly we have developed the Q&A Pilot(™). With this feature, 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.
One of the benefits of Knackly is being able to create universal Models that you can reuse as many times as needed.
Have you ever wanted your 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.
Knackly Apps let you collect information for multiple documents during the same Answer Pilot.
Automate your document right in Word with the Knackly Word Designer.
Automate your PDF documents with the Knackly PDF Designer
The Online designer is your tool to manage everything in the Knackly product.
We have developed various training courses and a Knowledge base to help you learn Knackly.