Security FAQs - Will it work with Single Sign On ("SSO")?

Yes, Clarilis will help you to integrate the system with your firm’s SSO mechanism.

ENGAGEMENT LETTERS

Automated Engagement Letters

The smarter way to engage

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

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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

These automations move fast!

Issue your engagement letters faster by making the process pain free for your team

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.

HOW IT WORKS?

You complete a dynamic questionnaire. Clarilis produces a comprehensive first draft in Word, together with all relevant ancillary documents. All in your firm’s house style. No templates to configure. No legal engineers required.

Why use Clarilis?

Streamline your onboarding process

Dramatically reduce time-consuming client onboarding processes.

Ensure adherence to the firm's standards

Procure adherence to policy, with extensive guidance, embedded checks, and optional approvals.

Provide a superior and agile client service

Provide an exceptional client experience with consistent branding across departments and offices.

Firmwide consistency

Ensure firmwide consistency with everybody drafting from the most up-to-date versions.

Reduce risk

Reduce risk by ensuring mandatory provisions, standardised scopes, relevant assumptions and rate cards are included.

Customised to your meet your needs

Deep automation designed, built, and maintained by Clarilis' lawyer-led team, based on your firm's documents.

Top tips for a successful engagement letter automation

For many firms, managing risk around engagement letters is a key priority. Engagement letter automation provides firms with consistency across the practice, ensuring that everyone no matter where they are based is drafting from the most up-to-date templates.

So why are they hard projects to automate and how do you avoid the pitfalls?

Read our blog

Engagement letter automation Top three challenges and how to overcome them

Clarilis AI Draft enables lawyers to use generative AI to draft definitions, clauses, schedules and additional documents not covered by your template, so you get a more complete first draft, faster.

Every AI-generated clause is highlighted in your document so you know exactly what to review.

Relevant: Codified PSL knowledge and matter context ensure highly tailored drafting.
Visible: All AI-generated content is highlighted and flagged for review.
Secure: No AI models are trained using your data, with zero data retention.
Confined: Create additional novel content without changing the logic-generated content.

Security by design

Data Hosting

The Clarilis solution is hosted in your region using industry-leading cloud infrastructure provided by AWS and Microsoft Azure

Secure Environments

ISO 27001 and regular penetration testing

GDPR

Compliance with GDPR standards

Enterprise level security

Encryption in transit and at rest, user activity storage and reporting

User security / control

Integration with your SSO mechanism gives you complete control

Zero data retention for AI Processing

Complete control over platform storage and deletion of data

No AI model training

No AI models are trained using your data

Human resource security

All Clarilis staff are subject to criminal record (DBS), eligibility and reference validation checks

Engagement Letters FAQs

General FAQs

Clarilis is the combination of an intelligent drafting platform, designed to handle complex automation, and a lawyer-led managed service. Clarilis delivers transformational outcomes for law firms and leading organisations globally, enabling them to improve margin, increase capacity, provide superior client service, aid recruitment and retention, and mitigate risk.

Clarilis is trusted by transactional lawyers to draft complex documentation across a range of practice areas such as banking, corporate, real estate and private client.

Clarilis AI Draft integrates generative AI into the Clarilis platform, focusing on augmenting - not replacing - traditional document automation. This approach recognises that deterministic, template-based automation remains the gold standard for legal drafting, however, there are instances where generative AI can enhance this process – to cover less common scenarios and novel, deal-specific drafting.

Find out more here.

Engagement Letters

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.

Absolutely, we have full video training available on demand so your users can learn how to use the system. Not that in depth training is required, as one Partner from a client firm puts it, “if you can buy something on Amazon you can use Clarilis”.

Don’t forget, you don’t need to implement Clarilis, we do all the heavy lifting for you.

Security FAQs

Yes, Clarilis is hosted on Amazon Web Services (AWS), is ISO 27001 certified by the British Standards Institute (BSI), and is used by the largest law firms on the planet, having passed their rigorous Infosec processes. (Click here to see some of our customers).

Clarilis is committed to the responsible use of AI. Clarilis AI Draft is deployed on a "zero data retention" basis, and no AI models are trained using customer data.

You can read more about our security here.

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 and no coding required.

Once you have created a draft document using Clarilis, you can simply download the resulting Word or pdf documents directly onto your laptop/PC. From there, you can save them to your DMS, in your chosen folder.

Banking and Finance

Corporate

Real Estate

Private Client

Other Departments

In-house Legal