# KnowledgeLake Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is KnowledgeLake the right Document Management solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/137150/KnowledgeLake-Connect/reviews --- KnowledgeLake 4.2 (17) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of KnowledgeLake Ease of use 4.2 Customer Service 4.3 ## Showing most helpful reviews Showing 1-17 of 17 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Monitoring And Evaluation Officer Used the software for: 6-12 months ### "the fact that we can now integrate for clients, is just wooow! " May 7, 2018 4.0 Pros This app is so user friendly, and can be acquired at a fair prize. It also saves costs since we add new components an existing application without involving their merchants Cons The Application can only be installed and used in a windows operating systems and therefore limiting the catchment Review Source DH Denise H. Senior IT Consultant - Enterprise Applications Higher Education Used the software for: 2+ years ### "KnowledgeLake review" September 1, 2020 5.0 We have found KnowledgeLake to be a great partner with the University since 1999 and have been. Things were a bit rocky from a responsiveness standpoint during the "Hitachi" days and were thrilled to learn that \[SENSITIVE CONTENT HIDDEN\] reacquired the company and is continuing to invest in state-of-the-art functionality. We licensed the KL Cloud subscription in September 2019 and are once again enjoying a great partnership with KnowledgeLake. We are enthusiastic about employing all of the modern functionality and really like the option of choosing document repositories housed on either SharePoint or Azure Blob. Pros The capture, index, release, and retrieval functions have historically been the functions in use at all departments. Our current transition to KL cloud offers us new opportunities to 1) use alternate document repositories other than SharePoint and 2) streamline work through the use of machine learning tools. Cons The original capture server software required customization to integrate with our administrative systems of record. Capture Server Pro was an improvement that helped streamline these integrations. Our recent experience with KL cloud offers APIs with other known cloud-based products such as Workday. We look forward to exploring additional opportunities for integration and process automation. Reason for choosing KnowledgeLake Price, out of the box functionality, and evidence of strong customer/vendor relationship which has played out many times over. Additionally, as primarily a Microsoft shop, we valued KL's strong partnership with Micosoft particularly at a time when SharePoint as the back end repository and our investment in SharePoint as our content management software complemented each other. Going forward, KnowledgeLake provides a strong transition path for moving documents from on-premise environments to, in our case, SharePoint On Line or the Azure Blob. Finally, their cloud-based products offer process automation improvements that will be leveraged by the University to focus resources on mission critical activities. Review Source NN Nina N. Digital Transformation Manager Textiles Used the software for: 1-2 years ### "Poor Fit" January 18, 2022 1.0 I do not believe that the AP or HR product s were a good fit for our processes. Pros The image & data capture for our AP and the digital document storage for our HR are the most important features. Having access to digital files is great. Cons The AP software is more cumbersome & time consuming for the user than our previous process. It has also added to the workload of our AP team. The integration with our accounting software is limited and has reduces functionality on the AP side. The method in which security is handled on the HR side is tedious and difficult to maintain. Review Source TH Thomas H. IT Project Coordinator Education Management Used the software for: 2+ years ### "Continuous Improvement goes a long way" January 18, 2022 4.0 We were using KnowledgeLake on prem long before I started working here; the experience with KL Cloud has improved significantly as more features and reliability improvements were brought online with successive versions. I was incredibly dissatisfied with the software as delivered a few years ago, but after several releases and working directly with developers, it has improved significantly. Pros The UI/UX is nice, and being able to decouple it from our on-premise infrastructure was a huge win for us operationally. This coincided with a migration to SharePoint Online for most sites, so the two products do make a good pair. Cons Many of my complaints were resolved in successive releases, but I suppose what I liked least were some of these design quirks. For example, a long standing issue where KL Cloud would lose the auth token to Azure AD and break adding new users silently. Our complex workflows were often problems, and we did have initial performance problems. But, good customer service led most of these things to be fixed. Review Source CS Chris S. Accounts Payable Manager Higher Education Used the software for: 2+ years ### "KnowledgeLake with Workday" January 6, 2022 4.0 Pros Besides being fairly easy to use, the customer service is a huge plus. Very attentive and responsive. Excellent people to work with! Cons Not easy to report from. Also, RPA is very sensitive to browser changes. However, that has been addresses quickly each time it has happened. Alternatives considered [OnBase](https://www.capterra.com/p/62208/OnBase/) Reason for choosing KnowledgeLake Price and working relationship. Review Source Response from KnowledgeLake January 10, 2022 Happy New Year! Thanks for your review Chris! PM Patsy M. Payroll Manager Consumer Services Used the software for: 2+ years ### "KL Review Survey" January 14, 2022 4.0 good Pros The capability to integrate multiple systems to achieve our goal of creating and pre-populating each specific new hire packet which in turn increases compliance and minimizes the time spent when onboarding new hires. Being able to electronically store documents that can be shared company wide by other users, helps reduce the need to maintain paper files. Cons The time it takes to update the electronic file when uploading the new hires, delayed not really real-time. Reason for choosing KnowledgeLake perhaps because we already were using a legacy KL product. Review Source AB Angela B. Technical Applications and Development Manager Information Technology and Services Used the software for: 2+ years ### "Knowledge Lake review" January 6, 2022 2.0 Sales is misleading. Pros Ease of use. We are using an older version of KL Cons KL does not host require company to use SharePoint online. Does not make this clear during contractual process. Reason for choosing KnowledgeLake We already had product, but I would switch to another SaaS product if avail. Review Source KF Kathrin F. Programmer Machinery Used the software for: 2+ years ### "KnowledgeLake Review" January 11, 2022 5.0 Pros We use KL Imaging. It is easy to use and integrates well with Sharepoint Cons We have ran into issues with set up and integration Review Source RG Rachel G. Administrative Assistant Real Estate Used the software for: 1-2 years ### "KnowledgeLake was a huge factor in our conversion of documentation." January 11, 2022 5.0 Pros KnowledgeLake was a huge factor in our transfer of documentation vs. our in-house employees having to tackle this as it would be super time consuming! As KL was able to do this in a matter of weeks & kept us in the loop of the progress. The File queue, View options, Category customization AMAZING! Cons The integration process had some hiccups in regards to duplicate files so that was a bit frustrating but really this is a small con because they were able to get it back up and running quickly! Review Source AC Angela C. Systems Administrator Retail Used the software for: 2+ years ### "Ratchet-X is an invaluable tool that allows us to process orders accurately and cost-effectively! " May 17, 2017 5.0 Pros Since the RPA tool is developer friendly, there are no limitations in terms creating sophisticated automations. It truly can integrate anything with anything. Cons I would prefer if the product had a real-time debugger. Although the Action Editor is quite versatile and easy to develop with, I would like to have a runtime debugger I can access in production. Review Source TM Tony M. Developer Computer Software Used the software for: 2+ years ### "Developing with RatchetX for a few years now. A very robust easy-to-use integration platform." May 17, 2017 5.0 ability to connect our software to our current and prospective customers. Pros \- I can integrate ANY customer desktop application to our backend ECM product in minutes. Unbelievable ease-of-use. - The ability to add an "Action" button to the title bar of my customer's application to extend their business processes without touching any APIs. Very powerful. My customers are always impressed. - Absolutely love the capability to bundle my custom assembly's and the RatchetX runtime into one installable MSI file. This allows me to deploy my process-rich integration features as one MSI product to customers. - Short learning curve to become proficient in defining your integration AppSpaces and implementing customer-specific business processes. Well thought out development environment. - Outstanding Customer Service. They have gone above and beyond as a matter of routine. Review Source AG Allison G. Program Manager Higher Education Used the software for: 1-2 years ### "Ease of use for customers" January 14, 2022 4.0 KnowledgeLake's team has been great to work with, very engaged! They are continually working to improve the product. Pros The fact that KnowledgeLake is very intuitive and easy for customers to learn is its biggest plus. Cons There are still features of KnowledgeLake's products that are being built out - i.e. the platform is not fully mature; this is not necessarily a negative because they are regularly releasing new features and making the product more robust for their customers. Review Source KF Kyle F. Vice President Information Technology and Services Used the software for: 2+ years ### "This has helped us create integrations for customers we never could have in the past." May 15, 2017 4.0 endless integration capabilities between our software and whatever our customers use. Pros The flexibility is great, there has really not ever been a situation where we couldn't get access to data in other programs, making the integration possibilities for us to design for our customers almost endless. Review Source QR Quaramus R. Software Specialist Information Technology and Services Used the software for: 2+ years ### "Awesome! It is a great product and very user friendly! " May 15, 2017 5.0 Customization Pros The customization. Things that it could provide to the customer seems to be endless and very fitting in any workflow process. Cons The fact that I have to enable force rendering for google chrome in order to work but I think that is with in application using chrome. Review Source TS Timothy S. Designated Hitter Computer Software Used the software for: Less than 6 months ### "Migration to KL Cloud" September 1, 2020 4.0 Working with \[SENSITIVE CONTENT HIDDEN\] to migrate us from OnPrem to the cloud was a very smooth transition except for a few bumps in the road. Pros That it's all browser based and that i can go into the application myself and permission users, create custom searches etc. Cons Nothing i can mention as of yet. i would have thought that having some sort of notification system might be useful for our executive staff to know when something requires their attention or approval. Review Source DC Don C. VP Information Technology and Services Used the software for: 6-12 months ### "Ratchet-X provides easy to use functionality to my customers that saves them revenues and resources." May 30, 2017 5.0 Sales. Pros Very user friendly, competitively priced, flexibility, comprehensive logging capabilities, Customer support Cons Somewhat complex to configure. Requires C+ knowledge to add custom processing functionality. Can only be used with windows operating systems. Review Source Response from KnowledgeLake June 5, 2017 Just to clarify, developing Ratchet-X actions requires knowledge of C#, not C or C++. NM Nereyda M. Financial Aid Advisor Higher Education Used the software for: 6-12 months ### "Easy to use" January 18, 2022 5.0 Pros The product is easy to use. The interface is clean and clear. Cons I feel like the ability to move documents into different queues would be helpful. Or having a workflow to review documents and send them to an archive. 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