Other Document Automation

We help you cut 90% off the time you spend creating documents.

We do it by providing a powerful, intake-to-case-closed workflow that eliminates duplication, repetition, and errors by:

Automating Your Documents
Streamlining Your Client Intake
Entering Your Data Once
Gathering the right information quickly and effectively

See how your documents can be automated - Schedule Demo

Think about your last client. If you are like most 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 is taken reviewing and re-reviewing to ensure everything is right
New staff members need to be trained on how to draft documents

Knackly’s Features

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

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 the accuracy of documents so nothing is missed.
Create all of your documents at once.
Reduces training time for new staff members.

Entering Information Once

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!

Schedule a demo to see for yourself how law firms like yours save thousands of dollars by improving this single workflow.

Schedule a Demo