Document automation for Estate Planning
Knackly provides a powerful, intake-to-case-closed workflow that eliminates duplication, repetition, and errors.
Knackly is built for estate planners
As an estate planning professional, your goal is to provide your clients with the best possible comprehensive estate plan. However, due to your busy schedule, drafting estate documents sometimes takes a back seat to other pressing issues. This means that you need to be able to draft documents quickly and accurately, either on your own or with the help of your staff. Even if your staff creates the initial draft of the documents, you are likely spending too much time reviewing them to ensure accuracy.
Knackly helps you and your staff save time when drafting and reviewing documents. By having a document system in Knackly, you can streamline the process and reduce the amount of time spent on error checking.
Here’s how Knackly helps you create accurate documents faster
Send client intake responses straight into documents
With Knackly’s External Intakes™ feature, your clients can fill out their own information in easy, step-by-step online forms. That information is then piped directly into the correct documents for this point in their case.
Guide your clients through smarter forms
Knackly’s Intake Builder™ means you can automatically ask the appropriate questions for each document you automate — without needing to manually show or hide form fields or document outputs.
Not only does Intake Builder™ reduce time spent for both you and your clients, it cuts down on errors. And because you no longer need to train employees in cumbersome form-building, your staff can get to work faster.
Grow your estate planning practice through efficiency and accuracy
Draft high-quality and accurate estate planning documents in a fraction of the time without spending thousands or hiring more staff. Spend the time you save proactively helping your clients and winning new business. That’s how Knackly users grow their practices.
Output to multiple Word and PDF documents
Knowing which document is right for a client takes time and training. With Knackly you can create a document system that selects the right documents automatically. Saving your staff time trying to figure out which documents to use.
Let Intake Builder™ guide your staff and clients through questions that automatically select the right documents and collect the right information
Enter information just once and use it anywhere
Every law practice requires entering information about clients and other people involved in each case, and defining their role in the case. That’s not a problem.
The problem is when you have to enter that information again when assigning those people a new role (for example, petitioner vs. respondent)… again, and again.
With Knackly, enter each person’s information just once for use in any role. Simply select the right person from the dropdown menu whenever you need — no duplicate data entry necessary.
Don’t just take our word, see what Knackly users are saying
“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.”
“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.”
“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!”
Over 50% of Knackly users come to us after trying other solutions that can’t do what we do
Why not skip the struggle, and just start using Knackly now? Knackly is easy to start using, and easy to leave if you don’t love it. Choose a monthly or yearly plan, and cancel anytime for any reason.
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