What Are Groups in Knuula?

A Group in Knuula is a named collection of related parties — typically entities that share an owner, family, or business relationship. Groups let you organize related clients together, store shared field data in one place, and treat multiple entities as a single unit when preparing contracts.

What a Group contains

• Parties — one or more entities or clients in the group (LLCs, S-Corps, nonprofits, individuals, etc.)
• Main Party — the designated primary party for the group
• Group Key — a unique identifier for the group (e.g. KYLIE_GROUP) used to reference it across Knuula
• Group Fields — merge field values that apply to the whole group and populate into templates automatically

Why use Groups

• Keep related entities organized together instead of treating each one as a standalone client
• Store shared information (group name, main party details, addresses) once and reuse it across templates
• Send one contract that covers every party in the group at the same time
• Run bulk actions — applying types, applying services, bulk editing fields, exporting, or archiving — across all parties in a group

Where to find Groups

From the Knuula dashboard, the Groups sub-tab appears alongside Parties, Services, and Contracts on the Prepare Contracts view. The list shows each group's name, the parties it contains, the contracts associated with it, and its group key.

Please note: A party can exist in Knuula without belonging to a group. Groups are an organizational layer on top of parties — useful when entities are related, but optional for standalone clients.