Knackly is a legal document automation platform with client-facing guided interview capabilities. It's powerful. At least, it can be. But it's not a "no-code" solution. It will definitely take some time to get set up (they help you with this through an initial "Jumpstart" program). But you can create beautiful automated documents.
Starting Cost: $499 "Jumpstart" plus $75/mo
For Document Management & Automation, the following are essential features, and you should therefore expect to see a check in every box in this section.
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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.