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Clarilis Bespoke
Automations

Fully customised automations for your firm

With increasing pressure on fees, firms need to ensure agility and speed whilst maintaining margins and quality.

We offer a range of bespoke automations tailored to the requirements of your firm and your clients.

Bespoke corporate automations

Precedents Corporate

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

 

Examples of corporate documents we have automated for customers include:

  • SPAs (short and long form including all ancillaries)
  • Private equity suite
  • Other investments (including VCT / EIS)
  • Business purchase agreements
  • Minutes, resolutions and filings
  • Shareholders agreements
  • Articles of association
  • Reorganisation steps

Bespoke finance automations

Precedents Finance

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

 

Examples of finance documents we have automated for customers include:

  • Leveraged facility agreements 
  • Real Estate finance agreements 
  • Simplified lending facility agreements 
  • Developing markets facilities agreements 
  • Export finance credit agreements 
  • Intercreditor agreements 
  • Legal opinions (banking, funds, client versions)
  • Debentures
  • Legal mortgages
  • Guarantees
  • Minutes and resolutions
  • Ancillary notices, requests, certificates etc.

 

Bespoke real estate automations

Precedents Real Estate

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

 

Examples of commercial real estate documents we have automated for customers include:
  • Leases
  • Agreements for lease
  • SPAs
  • Rent deposit deeds
  • Surrender documents
  • Transfers / assignments

  • Option agreements

 

Bespoke private client automations

Precedents Private Client

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

 

Examples of private client documents we have automated for customers include:
  • Wills (single and mirror) 
  • Will summaries
  • Trusts (of various types)
  • Trust summaries
  • Lasting Powers of Attorney (inc. LP3)
  • LPA summaries
  • Engagement Letters
  • Letters to Client
  • Letters of Wishes

 

Bespoke employment automations

Precedents Employment

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

 

Examples of employment documents we have automated for customers include:
  • On-boarding packs 
  • Service Agreements  
  • Employment Contracts
  • Consultancy Agreements
  • Settlement Agreements
  • Company handbooks
  • COT3

 

Bespoke cross firm automations

Precedents Others

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

 

Examples of cross firm documents we have automated for customers include:
  • Engagement Letters 
  • Firmwide boilerplates / clause banks 
  • Internal employment contract / on-boarding packs 

Fully customised automations for your firm

With increasing pressure on fees, firms need to ensure agility and speed whilst maintaining margins and quality.

We offer a range of bespoke automations tailored to the requirements of your firm and your clients.

Corporate

Precedents Corporate

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

Examples of corporate documents we have automated for customers include:

  • SPAs (short and long form including all ancillaries)

  • Private equity suite

  • Other investments (including VCT / EIS)

  • Business purchase agreements

  • Minutes, resolutions and filings

  • Shareholders agreements

  • Articles of association

  • Reorganisation steps

Finance

Precedents Finance

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

Examples of finance documents we have automated for customers include:

  • Leveraged facility agreements 
  • Real Estate finance agreements 
  • Simplified lending facility agreements 
  • Developing markets facilities agreements 
  • Export finance credit agreements 
  • Intercreditor agreements 
  • Legal opinions (banking, funds, client versions)
  • Debentures
  • Legal mortgages
  • Guarantees
  • Minutes and resolutions
  • Ancillary notices, requests, certificates etc.
Real Estate

Precedents Real Estate

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

Examples of commercial real estate documents we have automated for customers include:

  • Leases
  • Agreements for lease
  • SPAs
  • Rent deposit deeds
  • Surrender documents
  • Transfers / assignments

  • Option agreements

Private Client

Precedents Private Client

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

Examples of commercial real estate documents Examples of private client documents we have automated for customers include:

  • Wills (single and mirror) 
  • Will summaries
  • Trusts (of various types)
  • Trust summaries
  • Lasting Powers of Attorney (inc. LP3)
  • LPA summaries
  • Engagement Letters
  • Letters to Client
  • Letters of Wishes
Employment

Precedents Employment

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

Examples of employment documents we have automated for customers include:

  • On-boarding packs 
  • Service Agreements  
  • Employment Contracts
  • Consultancy Agreements
  • Settlement Agreements
  • Company handbooks
  • COT3
Cross Firm

Precedents Others

Your firm’s precedents delivered as a fully maintained automation by the Clarilis PSL team, powered by Clarilis’ market-leading platform.

Examples of cross firm documents we have automated for customers include:

  • Engagement Letters 
  • Firmwide boilerplates / clause banks 
  • Internal employment contract / on-boarding packs 

Why deep automation?

The Clarilis platform was designed specifically to support the complexity of drafting legal documents and the starting point for an automation is the entire matter, not the document.

By using a highly structured data model, Clarilis enables entire suites of complex documents to be drafted from a single questionnaire. As key information has already been entered when drafting the main document, ancillary documents can be produced almost instantly - a near 100% time saving. 

But it's more than the technology. Successful automations rely heavily on the input of human legal expertise.

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implementation

Our fully managed service

With our managed service approach, automation projects are designed, implemented, tested, delivered, and maintained on behalf of the firm.

You'll collaborate with our experienced professional support lawyers (PSLs), each with an average of over 15 years' post-qualification experience. Their wealth of legal knowledge and expertise allows them to fully grasp your automation goals and identify the best documents to include in your automation, ensuring strong ROI for your firm.

Our PSLs speak your language, understand your challenges, and partner with you to deliver high-quality, effective automation solutions.

The winning combination.

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Don't sit on the automation side lines

The deal makers who move fastest will claim market advantage.

  • Clients are demanding faster turnaround times from their law firm
  • Your clients will expect automation as 'standard' - if they don't already
  • Maybe share the deep automation benefits with your clients - they will thank you for it
“Clarilis enables us to win better value work from more strategic clients, because it frees the corporate team up from those parts of the transaction process that we consider to be inefficient.”
Andrew Webber, Corporate Law Partner, TLT
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Fee earners are spending too long manually drafting

Resolving square brackets, fixing grammar, bringing in riders (copy/paste, copy/paste), copying paragraphs from other deal docs and changing the structure of the drafting in routine ways.

Sound familiar? It doesn't have to be this way!

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deep-automation-clarilis

Drafting is the backbone of every law firm

Download our guide to deep automation


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Where to start?

From selection of the right precedents to automate, to implementation of the automation, through to subsequent integration into your fee earners’ practice. Robust processes are key. Our PSLs are with you, every step of the way.

Think about what documents you should be automating

Each automation project should be justified in terms of the ROI delivered to the firm. Find out where time is being wasted manually drafting and margins are being squeezed. Often it's the large, complex suites of documents that, once deeply automated by Clarilis, will truly transform your practice.

So our customers tell us:

“This (Clarilis) has proved a business game changer for our SPA suite and private equity documents in particular.”
Chris Taylor, Corporate Law Partner, Addleshaw Goddard
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Do I need to prepare my documents?

There is no requirement for the precedents destined for automation to be ‘perfect’ or ‘signed-off’.  As a general guide, if the relevant precedents are being used by your fee earners on live matters, then they are suitable for automation.  

The Clarilis process involves giving your dedicated Clarilis PSL the precedents that have been selected for automation, together with any relevant riders and drafting notes.  Our experienced team of PSLs and Document Analysts will carry out a very detailed review of the precedents in order to prepare them for automation.

We do all the heavy lifting for you!

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What to expect?

At Clarilis all communication is lawyer-to-lawyer and from the outset, clients will have a dedicated Clarilis PSL who will be your single point of contact.  

Experience has shown us that the project is usually best led by the member of your knowledge management team responsible for the precedent(s) being automated.  

Whilst we work with over 40% of the Top UK law firms, experience does not bring complacency. You will have a way you want to work and we want to work with you. Together we can adopt the best approach for your firm, with best-practice experience to build on.

build-law
Chris Taylor (1)

“We want more of our complex document suites on the Clarilis platform to share the benefits of the time and cost savings across the wider firm in more aspects of our business”


Chris Taylor, Corporate Law Partner, Addleshaw Goddard


Read Chris' Full Testimonial
See how it works
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Define

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Automate

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Utilise

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Measure

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Iterate

We follow a tried-and-tested process to deliver your automation

We can do in weeks what it might take you months or even longer to achieve with a self-build toolkit. We follow a clearly defined set of steps, with minimal work from your side, to get the automation up and running. Then we stay with you to manage and maintain it.

Our fully managed service
Emma-Fear-2022-1

Clarilis' Implementation Director, Emma Fear, looks at what the key foundations of a successful automation project are.

Top tips for a successful automation project: a lawyer’s perspective


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News and resources

We already use standard templates, why do we need automation?

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Bridging the trust gap: RAG and AI drafting

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How Weightmans is using Clarilis automations to turn complexity...

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Read all blogs

See the Clarilis platform in action with a demo

Book a demo