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Private Client

Deep automation
for your team

Automated private client documents

Draft wills and trusts in minutes

Clarilis frequently automates suites of documents for private client practices.

When it comes to private client work, margins can be tight, the work complex and matters are often subject to fixed fees. Due to the nature of the work significant time is spent consulting with the client in meetings, leaving little budgeted time to draft the resulting documents.  

Clarilis provides deep automation of documents frequently drafted by private client teams, such as wills and mirror wills, trust documentation, and Powers of Attorney.

Give your lawyers time back in their day and enable them to focus on higher-value activities. 

     Draft private client documents in minutes

     Improve fee margins by working more efficiently 

     Delegate to junior team members with confidence

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

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 do Private Client lawyers use Clarilis?

Reduce drafting time
Drastically reduce drafting time
Improved Margins
Improve margin by working more efficiently
winning
Price more competitively
Maintain Standards
Enable your lawyers to focus on higher-value activities
Customised
Customised to suit the needs of your firm
Enable Delegation
Enable delegation in a risk-mitigated environment
Private Client Factsheet cover

Want to learn more?

Download our Private Client Factsheet


Read the factsheet

Security by design

data hosting

Data Hosting

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

secure environments

Secure Environments

ISO 27001 and regular penetration testing

gdpr

GDPR

Compliance with GDPR standards

Enterprise level security

Enterprise level security

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

User security / control

User security / control

Integration with your SSO mechanism gives you complete control

data retention

Zero data retention for AI Processing

Complete control over platform storage and deletion of data

No foundation model training

No AI model training

No AI models are trained using your data

HR Security

Human resource security

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

Frequently asked questions

What are the benefits?
Clarilis deep automation enables firms to draft suites of private client documents in minutes. This improvement in efficiency enables firms to increase (or in some cases create) margins, delegate further, materially reduce turnaround times, and has enabled many firms to take on work they would have previously passed on, maybe due to fee earner bandwidth or aggressive market pricing. 
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 Professional Support Lawyers and our supporting automation team.  

Is it secure?

Yes, Clarilis is: 

- hosted on Amazon Web Services (AWS) in the UK;

- 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). 

You can read more about our security here. 

Does it integrate with my DMS/ my client management system?
We avoid lengthy IT project rollouts by keeping things simple. Once you have created a draft document using Clarilis you can simply download the resulting Word and pdf documents directly onto your laptop/PC. From there you can save them into your DMS, in your chosen folder. It’s exactly the same procedure as saving any other external document into your DMS.  
Is training provided?

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, as the content is provided deeply automated out-of-the-box, you don’t need to implement Clarilis, it is ready to go.  

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