Streamline how your get answers for your documents.
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, and 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 entering the formation 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
Knackly Apps let you collect information for multiple documents during the same Answer Pilot.
Create as many documents in the same Answer Pilot
Name documents to the exact name needed
Allow the user to select as many documents or as few of documents as needed during the Answer Pilot
Knackly Word Designer
Automate your document right in Word with the Knackly Word Designer.
Makes it easy to add and create variables right in Word
Format your documents exactly as you need them
Add conditional logic and lists right into your documents
Works with PC and MAC computers
List Content goes here
Automate your PDF documents with the Knackly PDF Designer
Connect PDF fields right to Knackly variables
Include PDFs right into your apps
Create calculations as needed in your PDFs
The Online designer is your tool to manage everything in the Knackly product.
Manage your models, layouts, templates, variables, and more
Web-based and used anywhere
Compatible with any modern browser
We have developed various training courses and a knowledege base to help you learn Knackly.
1075 South Utah, Suite 322
Idaho Falls, Idaho 83402