Streamline client onboarding with Clarilis by automating your firm’s engagement, retainer, fee proposal, holding and scope letters.
A clearly drafted letter of engagement that sets out your scope of work and terms is critical for risk management, client experience, and fee recovery. With Clarilis, everyone drafts from the most up-to-date templates, delivered through a straightforward interface.
Firms that chose Clarilis to automate their Engagement Letters achieve the following:
Governance Remove risk and ensure adherence to firm policy and procedures
Efficiency Dramatically reduce the time taken to onboard clients
Agility Ensure everyone on the team is using the most up-to-date versions of all client documents
Issue your engagement letters faster by making the process pain free for your team
These automations move fast!
Firmwide engagement letters are some of our most frequently amended automations. They need to keep pace with changes in regulation, your evolving practice and feedback from your team.
They may look simple in isolation, but combining all practice areas, matter types, jurisdictions, fee arrangements, team details and scope permutations results in a lot of moving parts.
Clarilis solves this centrally. Instead of creating a maintenance burden for your team, our managed approach ensures that your updates propagate across the firm promptly and without the additional administrative burden this usually creates.
Clarilis Engagement Letters
In addition to your core engagement letter, why not automatically include up-to-date versions of any relevant enclosures within the automation (e.g. terms of business, privacy notices, client due diligence forms etc.). Ensure that the latest versions are used and users are being prompted to share all relevant enclosures with clients.
Engagement letter automations typically include:
Engagement letters (general retainer, standalone)
Scope letters
Holding letters
Fee proposal letters
Terms of business
Privacy notices
Client due diligence forms
“We draft high volumes of engagement letters. While time saving, quality and consistency were added benefits, our main driver was risk management."
Jill Moore, Senior Counsel for Risk and Legal Technology for Burness Paull
Clarilis Wills & Trusts
Clarilis has automated a range of private client documents.
What types of documents are included?
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
Why use Clarilis?
Streamline your onboarding process - generate documents in minutes to accelerate matter opening
Procure adherence to policy, with extensive guidance, embedded checks, and optional approvals
Provide an exceptional client experience with consistent branding across departments and offices
Ensure firmwide consistency with everybody drafting from the most up to date versions
Reduce risk by ensuring mandatory provisions, standardised scopes, relevant assumptions and rate cards are included
Deep automation designed, built, and maintained by Clarilis' lawyer-led team, based on your firm's documents
Our Engagement Letter automations include Clarilis AI Draft
AI Draft enables drafting of novel content from within the Clarilis platform
How does the automation process work, and how much effort will it be for us?
We don’t just license the technology and leave you to it. Clarilis handles the entire automation project, from conception to deployment, including full implementation and ongoing maintenance.
You’ll work with our innovation lawyers who have, on average, more than 15 years' PQE. Their wealth of legal knowledge and extensive practice experience enables them to understand your needs and challenges.
Our innovation lawyers are supported by a large team of automation specialists, with experts in logic, UI design, and optimising automation projects.
What happens when we want to make changes?
The Clarilis team maintains the automation for you, making changes and improvements on your behalf.
Updating your automated documents is straightforward: simply send a mark-up of the relevant word document and we will make the relevant changes to the automation.
Do I need to install anything to use Clarilis?
No, there are no plugins or software required, if you can access the internet via a browser, you can use Clarilis. There is nothing to set up, no coding, no marking up documents, that’s all been handled in advance by our innovation lawyers and our supporting automation team.
Is it secure?
Yes, Clarilis is:
- hosted on Amazon Web Services (AWS) in your region;
- ISO 27001 certified by the British Standards Institute (BSI); and
- used by the largest law firms on the planet, having passed their rigorous Infosec processes. (Click here to see some of our customers).
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