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For Document Management & Automation, the following are essential features, and you should therefore expect to see a check in every box in this section.
An open API means that the program has an application programming interface that will allow it to directly integrate with other software programs such your firm's timekeeping, accounting, or custom relationship management software.
This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
The document management program creates resuable templates.
The program can create a guided interview and then use the client's answers to automatically create a document.
If the software uses conditional logic, this means that you can choose to have certain text in your assembled document included only under certain conditions
This means the software can generate tables of any size and place them in your assembled document.
If this field is checked, it means the software can perform calculations based on numerical or text input.
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Users can get Knackly software for $79.00 per month, plus a "Jumpstart" set-up fee of $499.00.
As of this review, Knackly only integrates with Clio Manage. However, it's Open API means users can connect it to any other product that has an Open API.
No. As of this review, Knackly does not have eSignature functionality built-in.
No. As of this review, Knackly does not have an ePayment portal, nor does it integrate directly with any ePayment provider. However, because of the nature of LawPay and Knackly's Open API, it shouldn't be hard to work in that functionality.
Yes. Knackly has external interviews that allows users to collect information from clients or other third-parties.
Knackly is not a no-code solution. With it's advanced functionality comes some complexity. We would suggest that each user take advantage of their on-boarding process.
Yes. You can easily bring your own templates to the Knackly platform. For HotDocs users, they even offer an automated conversion tool that will help you migrate your templates.
No. As of this review, Knackly does not have ready-made templates built-in.
Knackly is not a product that you slowly ease into. Users find the best results when they come prepared with, at least, an idea of what they want their automations to do. Because most users are setting up systems, rather than individual documents, Knackly requires some effort on the front-end. This is why they offer the Jumpstart program.
Yes. Knackly works on Macs and PCs alike.
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