The best document automation software for law firms

Problems with Search and Replace for Drafting

Often lawyers will use search and replace to try and save drafting time. This can create problems. They still must go through and ensure that the document is free of errors. They must make sure that they have replaced everything that needs to be changed. This can be a tedious task that no one wants to do.

Knackly eliminates errors by having a template which is then automated to put in the new information each time. This helps ensure that there are no errors and brings the proofreading down to a minimum. You first create personalized variables – these reflect the pieces of information that need to be customized each time you produce this document, like names and addresses. Next, you insert your variables into your Word document, creating a template that all your future documents of that type will be based on. Finally, you upload your template to Knackly, allowing you to generate documents from that template. Because of this process, you can customize each document to your needs, no matter the complexity or simplicity. With the training Knackly provides, it helps teach you how to automate your documents to be specific to your needs.

Watch the video above to see how Knackly overcomes the challenges that come with using search and replace.