Knackly Features

It’s the Combination of Little Things that Gets Work Done Faster

Ensure Documents are Filled out Properly

Streamline your client intake.

Use Information in Multiple Ways

Easily reuse people’s information in different roles.

Connect to Your Systems

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.

No Limits on the Document Automation Functionality

From simple to complex Knackly handles all types of documents.

Automatically Create Your Q&A Pilot

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.

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

Reduce, Reuse, and Recycle with Models

One of the benefits of Knackly is being able to create universal Models that you can reuse as many times as needed.

Reduce the need to manage multiple instances of like information for example Contact information
Reuse sets of variables in various instances like Client, Opposing Party, etc.
Recycle information that is used in one instance into as many other instances as needed. For example, having a child who is also an Executor.

Streamline Your Client Intake

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.

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