What is a Record?
What Is a Record in Knackly?
Purpose of the Article
This article explains what a record is in Knackly and how it is used when creating and managing legal document automations in the workspace.
After reading this article, readers should understand how records function and why they are central to drafting documents for a client.
Understanding Records in Knackly
A record in Knackly is essentially a client folder.
Each record represents a single client or matter and contains all of the information, documents, and drafting tools used on that client’s behalf.
What a Record Includes
A record may contain:
- Client-specific data and answers
- Drafted legal documents
- Selected apps (document automations) used for drafting
- Information reused across multiple documents for consistency
The apps included in a record determine which documents you can generate for that client.
How Records Are Used
When working in Knackly:
- You create a record for a client or matter
- You select the apps needed to draft documents for that client
- All data entered is saved to the record and reused across documents
This structure ensures accuracy, consistency, and efficiency when drafting multiple documents for the same client.
