-
Industry – Domain:
Legal Technology, Document Automation
-
Technologies
WordPress, PHP, Knackly API, Gravity Forms
-
Country
USA
Form Integration
Connects directly with Gravity Forms (or other WordPress forms).
Smarter Legal Workflows: WordPress Meets Knackly Document Automation
The legal firm aimed to streamline and automate legal document creation by connecting their website’s forms directly to their Knackly account – a powerful document automation platform. Our team developed a custom WordPress plugin to automate data capture, seamlessly map form data, and generate ready-to-use legal documents through Knackly.
About Knackly: Knackly is a cloud-based document automation platform trusted by legal firms to: Automate repetitive document creation, Manage complex data fields and templates, Reduce errors and manual work, Enable lawyers to spend more time advising clients instead of drafting paperwork manually. By integrating Knackly, the client’s website now directly connects frontend data capture with backend legal document assembly.
Key Challenges
- Build an integration that securely sends data from complex website forms to Knackly.
- Automate the process of generating customized legal documents without manual data entry.
- Support multiple document templates and dynamic fields.
- Ensure data privacy and compliance with legal industry standards.
Technologies Used
To deliver a robust and scalable solution, Maven Infotech leveraged a modern tech stack tailored to the financial services industry:
- Backend: PHP
- Frontend: WordPress, HTML5, CSS3, jQuery
- WP Plugins: Gravity Form
- Database: MySQL
- APIs Integrated:
- Knackly API
This technology stack enabled us to build a high-performance, secure, and scalable finance web application optimized for both administrators and end-users.
Contact US
Solution
We designed and built a Knackly WordPress plugin that:
Data Mapping
Automatically maps website form fields to matching Knackly fields, ensuring accurate data transfer.
Document Automation
Triggers document generation in Knackly based on mapped data, using prebuilt legal templates.
Dynamic Workflows
Supports multiple document packages and conditional logic (e.g., estate plans, wills, trusts).
Secure API Communication
Uses Knackly’s secure API to handle all data transactions.
Admin Settings
Allows the site administrator to configure mapping rules, template selections, and API credentials.
Results & Impact
- Automated creation of custom legal documents directly from website submissions
- Reduced manual data entry time and human error
- Secure, compliant data handling to protect sensitive client information
- Better client experience: faster document turnaround and consistent quality
- Improved workflow efficiency, freeing staff to focus on higher-value tasks
Conclusion
By combining WordPress plugin development expertise with deep understanding of Knackly’s API and document automation, we delivered a solution that transformed the legal firm’s workflow — automating document generation, improving accuracy, and saving countless hours.
WORDS FROM OUR CLIENTS
Nirav and his team were instrumental in migrating our plugins to Divi 5 and developing a custom ACF block that significantly improved our product offering. Their expertise in ReactJS, PHP, and WordPress plugin development ensured that the migration was smooth and our users had an even better experience in the new environment.
The transition to Lightspeed E-Series was smooth and exceeded our expectations. The new platform’s enhanced features and performance have significantly improved our online store’s efficiency and customer experience. The team’s expertise and support were invaluable throughout the process.
The integration of SOS Inventory with our Shopify store has transformed our inventory management process. The real-time updates and automated stock synchronization have been game-changers, allowing us to focus on delivering exceptional service to our customers.
“They have brilliant developers and project manager with many years of experience! Project manager is extremely enthusiastic about his work and has a keen eye for detail. He always has a creative, positive outlook and he’s good at organizing and patient with people learning new CMS. If you need a website or App built without bugs, or simply need help fixing problems with your website or App hire this team! They’re the best! ”
“Very solid communication. My project required attention to detail and complicated programming. I’m happy with the end result and will be working with Maven Infotech on future projects.”
” Working with Maven Infotech was amazing. As a project manager Nirav is very smart, pays attention to detail, and communication levels are great. He helped me out with a few urgent projects. I am very thankful to meet Nirav. It is a pleasure working with him and Maven InfoTech on all types of online projects. ”
“Nirav has been excellent to work with. I originally hired his team to work on a plugin for my personal website, however I was so pleased with their work that I now go to him any time a new project comes up that I would like assistance with. He is professional, courteous, communicates well and is prompt in his replies. I would recommend him. ”
“I had the privilege of working with Maven Infotech and they did not fail me a single time, his team is highly organized, goal oriented and hard working perfectionist always ready to put all his energy and stamina to get the job done. Well educated and energetic.”
Contact Us
Maven Infotech – India
C/511 – Titanium City Centre,
Nr. Sachin Tower, Prahladnagar,
Ahmedabad: 380 015, India
Phone/WhatsApp: +91-9913612210
Maven Infotech – Netherlands
KvK-nummer – 69580111
NL: +31-(0)20 363 85 50 (Call or WhatsApp)
Follow Us