How can banking and finance teams win more business and waste less time delivering it?

Clarilis automates a wide range of Banking and Finance documents. As an example, watch this video to find out how Clarilis automates a firm's LMA based precedents.

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Is it possible to win more business AND enhance lawyer wellbeing?

Yes. For 6 years leading law firms have been using the combination of Clarilis' market leading platform and experienced PSL-led managed service to win more work, increase margin and improve lawyer work/ life balance.

Banking and finance precedents are an ideal fit for deep automation

The more complex the matter, the greater the impact of deep automation.

Clarilis has been automating complex suites of Banking and Finance documents for years, including security packs, legal opinions and facility agreements of all types.

In the case of automated suites which include LMA derived precedents, Clarilis leverages its extensive experience in automating these documents (including common adaptations requested by firms) to automate and enhance a firm's suite of documents.  This includes automating your firm's custom content and additional precedents.

The end result is an exceptionally customised automation with a PSL-led managed service to design, scope, implement, test and update it for you. 

For example; bilateralising a facility can result in more than 1,000 changes to the facility agreement alone. Not every law firm routinely deals with syndicated facilities; and working your way back from a syndicated facility agreement with multiple facilities to a more straightforward structure (e.g. single lender, single facility, single borrower) is an uphill struggle.

Many law firms do not have the time or resources to adapt, implement and maintain complex automation within reasonable timelines.

How to tackle this?

Talk to Clarilis and hear more about the impact our deep automation and PSL-led managed service has had on banking and finance teams. Then work out what you will do with the hours/days/weeks you will get back in a year. 

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Banking and finance precedents are an ideal fit for automation!

Download today and read more about how deep automation allows banking and finance lawyers to deal with increased workload and pricing pressures by taking days out of the drafting process, thereby increasing capacity and freeing up time to focus on the parts of the deal that really make a difference.

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Instantly deployable, fully customisable automations for individual firms

Lawyers draft a wide range of documents over
the course of a single banking matter. Yet many
software solutions struggle to effectively automate more than one document at a time or allow scope for extensive customisation and updating. We’ve found the most effective LMA-based implementations cast their net much wider. Our PSLs will work with you to determine the best documents to include within an automated suite to deliver a solid ROI for your firm.


Automate your firms' own precedents to achieve an exceptionally customised document suite

Your own precedents, such as legal opinions, security documents and corporate authorisations are ideal candidates for deep automation. Legal opinions by their very nature have hundreds of permutations of logic. They need to be automated within in a structured framework with guidance and risk control at its heart. This makes opinions the perfect candidate for automation, but the complexity involved means this is rarely achieved to any meaningful extent with traditional automation toolkits.

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“We have worked with Clarilis to automate a wide spectrum of documents including some particularly complex ones. An example would be our legal opinions, which allow the fee earners to focus on providing legal advice rather than becoming bogged down in a repetitive drafting task.”
Jill Moore, Counsel for Risk, Burness Paull

Banking and Finance Lawyers -
The Leadership Mindset

The Clarilis 'Leadership Mindset' Interviews feature insight and perspective from leading law firms on the business impact of deep automation in banking and finance. Click the button below to hear more from Burges Salmon, Ashfords, Eugene F Collins, Addleshaw Goddard and more...

Learn more

Surely junior lawyers 'cut their teeth' on manual drafting?

There is real value in freehand drafting, but not mechanical drafting. Juniors want to cut their teeth, not grind their teeth.

Give people time back to do what they do best

A certain amount of drafting work is critical to a lawyer's development, including to hone their attention to detail.

However, when a junior lawyer's day is filled with a disproportionate amount of administrative drafting tasks, they may struggle to devote sufficient time to higher value advisory work. 

Clarilis supports and liberates your lawyers, allowing them to focus on what they do best (which is not hours of routine and mechanical drafting changes).

Plus, your PSLs can devote more time to thought leadership and making sure everyone is up-to-date.

Trust in a great tech provider who also invests in experienced PSLs on your behalf, giving your PSLs more time to focus on commercial trends and what's happening in the wider market.



“What we want from our banking PSL is thought leadership. It’s the training elements, making sure that our annual training program is run and that everybody's up to date. We have a close relationship with a Clarilis PSL, who helps with this side of things, so it’s not taking up a huge proportion of our PSL’s time. This comes from a position of trust, based on the (Clarilis') PSLs extensive experience, which we can also benefit from."
Rachael Ruane, Partner, Banking and Finance Team, Burges Salmon
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Automation can improve the quality of your precedents, if done properly

Clarilis’ experienced PSLs will review your existing precedents, drafting notes and guidance. We work with you to design an automation that will gather, store and categorise all of the key transaction data you need to generate the required suite of documents.

This ensures significant time savings and greater accuracy which, in turn, facilitates risk-mitigated delegation whilst reducing expensive partner review time.

Think of what can be achieved with the drafting hours Clarilis can save your team. 

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“We’ll ask a significant number of questions during the process because we’re looking at our customer’s precedents in very fine detail through the eyes of an experienced practitioner. Our customers often say that simply going through the process of automation itself has improved their precedents.”
Rachel McGough, Banking PSL, Clarilis
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See the Clarilis platform in action

Clarilis automates a wide range of banking and finance documents, including those based on LMA precedents. Click the button below to see this in practice with a Leveraged Facility Agreement.

Watch video

90% turnaround time savings,
increased capacity plus much more

Clarilis uniquely streamlines the drafting of complex legal documentation. But the benefits of a Clarilis automation don’t end with a perfectly customised implementation.

With Clarilis' on rails drafting experience,  there’s simply less margin for human error.

Clarilis PSLs review your existing precedents, drafting notes and guidance and will work with you to design an automation that  gathers, stores and categorise all of the key transaction data you need to generate the required suite of documents. This ensures significant time savings and greater accuracy which, in turn, facilitates delegation while mitigating risk and reducing expensive partner review time. 

There’s a long-term business benefit to complex automation if it’s maintained and enhanced by iteration over time. This is another highly valued aspect of the Clarilis PSL-led managed service.

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“Addleshaw Goddard have addressed three key issues with (Clarilis) deep automation. Capacity has improved – we were spending too long and working too hard on first drafts when we didn’t need to. Increasing client demand for innovation and agility has been met and maximum value is derived from fixed price work.”
Richard Oman, Partner in the Addleshaw Goddard Finance Team

Create a central knowledge base that works for you

The information that your fee earners enter into the questionnaire populates a central knowledge base for the matter. This information is then used to generate all of the documents in your banking suite as required – the main financing document and all of the required ancillaries. 

Rebecca Dury, Head of Banking, Ashfords-1

"Our clients love the automated precedents, we consider them to be a significant marketing tool for us. We’re showing we’re prepared to put the upfront cost into developing an automated precedent suite for them because we believe in their businesses. I think our smaller lender clients really appreciate this. Clarilis gives us a wonderful starting point where 80% of the drafting is done for us. By generating this speedy base level, we can tailor it and get an initial draft out to a client, sometimes within two hours of being instructed. As a result, as well as enabling us to go above and beyond what clients expect of us, it also makes a huge difference to our working lives.” 


Rebecca Dury, Partner and Head of Banking, Ashfords

Hear more from Ashfords in our Leadership Mindset Series

Which LMA based suites of precedents can be automated?

Clarilis regularly delivers complex automation of LMA based suites of precedents (including all ancillary documentation) in the following transaction areas:

  • Leveraged Acquisition Finance
  • Real Estate Finance
  • Developing Markets Finance
  • Export Finance
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Intelligent drafting for banking and finance matters

Automation of banking and finance documents including:

  • Legal opinions (banking, funds, client versions)
  • Leveraged facility agreements
  • Real estate finance agreements
  • Developing markets facilities agreements
  • Intercreditor agreements

Read the Factsheet

What do our users tell us?

Talented lawyers talk of the 'dark ages' of poring over documents and manual drafting

Will you hand me a toolkit and expect me to handle the implementation?

No! Lengthy, uncertain and costly implementation processes all diminish the chances of successful automation. An automation should have an immediate positive impact on the area where it is deployed. If it doesn't, there is little incentive for users to adopt it.

The Clarilis platform and our experienced PSLs are the right combination to ensure a successful automation at every stage. Ongoing updates and re-configuration will make sure it functions optimally in the face of changes.

The intuitive nature of a Clarilis questionnaire makes the user experience a natural BAU process, that also acts as an excellent training tool. Lawyers considering which firms to work for, will question why they need to be poring over documents for hours, when intuitive deep automation can do this for you in a fraction of the time.

Many law firms will no longer be competitive if they are charging more to undertake the same work done if half the time, by more progressive firms. 


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“Newly qualified lawyers considering their choice of firm will question the need to spend hours poring over documents when deep automation can do the same thing in a fraction of the time. This doesn’t impact your training as it is easy to still see how your answers shape a document. The Clarilis system is highly intuitive and the questionnaires used to generate drafts are easy to interpret due to the close involvement of our Clarilis PSL, who clearly knows the finance documents that we work with inside out.”
Gareth Grand, Banking and Finance Associate, Burges Salmon
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"It’s about efficiency and avoiding waste, but most importantly it’s about adopting automation that benefits the entire matter and not just specific documents within it.”

Emma Fear, Head of Legal, Clarilis

Rest assured, your data is secure

Data security is vital in the selection of an automation partner

Security and reliability within the Clarilis platform

Clarilis provides impartial expertise to each of its clients and understands the sensitivity of your client data (including the identity of your clients and the terms of your deals) and the intellectual property contained within your precedents.

All data within the Clarilis platform is completely secure and siloed.  

Thanks to our highly structured approach, data gathered as part of your automation process can be analysed to improve the quality of management information. 

Explore our Platform Security

Straightforward and easy maintenance

Your automated precedents need to be amended within tight timelines when the need arises. Clarilis will do this for you. This is particularly helpful when building on bespoke drafting or adding additional security and other ancillary documents to a suite of precedents. The suite produced consists of complex moving documents that are forever evolving.

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Nicky Ellis, Banking and Finance PSL, CLarilis

"It's often junior lawyers who are asked to have a 'first shot' at drafting the ancillary documents. Points can get missed or misconstrued, which leads to more work down the line. A deep automation with built-in guidance avoids a lot of basic errors, and it acts as a training tool for the fee earners using it."

Nicky Ellis, Banking and Finance PSL, CLarilis

Hear more from our PSL team here

Be the firm top talent want to work for

Because you are agile, more relevant

Be the firm top talent want to work for. Why? Because you are more agile, more relevant.

There’s a universal appreciation across law firms – whether they’re Magic Circle, mid-tier or boutique – that clients won't settle for advisers who are still doing things the way they were done five years ago. They want to see how law firms are adapting to new ways of working and investing in technology to deliver a better, faster and more efficient service. 

This is creating opportunities for smaller, more agile law firms to invest in innovation and claim market share. Lawyer wellbeing will benefit too as top talent will be drawn to more progressive and agile firms.


”We have high retention rates, and this is because we offer a good work-life balance, coupled with interesting work. We will essentially be using Clarilis to free up talent so that energy can be focused elsewhere, such as keeping on top of legal and market developments, to anticipate new arguments and direct the course of commercial negotiations.”
Libby Garvey, Partner and Head of Banking, Eugene F. Collins

News and resources

Clarilis is at Legal Geek this week

Clarilis is named as a finalist at the British Legal Technology...

What do clients want from their law firms? | Clarilis

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