# 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

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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/)

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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

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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.

Review Source

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