PRIVATE CLIENT SUITE

Accelerate Wills and LPA drafting

Wills are fixed fee. Margins depend on efficiency - and the pressure is only increasing.

Private client work is being squeezed from every direction: fixed fees that don't reflect true hours, fierce price competition from will-writing services, and a probate pipeline that's less reliable than it used to be. Clarilis automates the drafting, so your team can protect margin without cutting corners on quality. The suite is based on Parker's Will Precedents, curated content from leading UK law firm Mills & Reeve, and content from the Office of the Public Guardian.

Free up your team to focus on higher-value client work while delivering a faster, more efficient service.

     Improve fee margins by working more efficiently

     Seamless drafting of partially mirrored wills

     Clarilis AI Draft included as standard

90% faster drafting

Every hour matters to profitability - draft private client documentation in minutes

Quality content

 Curated content from Bloomsbury Publishing and leading UK law firm Mills & Reeve.

House-styled Word docs

Delivered as Word documents, in your firm's house style, ready to review, amend, and send.

Turn hours of drafting into minutes with our automated Private Client Suite

Clarilis deep automation helps law firms and will writers produce complex wills and estate planning documents faster, to increase capacity, improve margins, and help firms stand out in a competitive market. 

The automation is based on Parker's Will Precedents (11th Edition), curated content from leading UK law firm Mills & Reeve, and content from the Office of the Public Guardian. It also includes fully cross-referenced and in-platform access to the Parker’s textbook. 

Will Documents:

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on Parker's Will Precedents, curated content from leading UK law firm Mills & Reeve, and content from the Office of the Public Guardian. 

  • Choice of law, funeral wishes, appointments of guardians
  • Legacies in respect of cash, personal possessions, digital assets, real property, the inheritance tax nil rate band and business interests
  • Rights of occupation of real property, life interest trusts and discretionary trusts
  • Charitable giving, gifts to minors and provisions for disabled and/or vulnerable beneficiaries
  • Appointing alternative trustees for particular trusts
  • Incorporating the STEP provisions and/or bespoke powers for trustees

Additional Will Documents:

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on Parker's Will Precedents, curated content from leading UK law firm Mills & Reeve, and content from the Office of the Public Guardian. 
  • Letter of Wishes
  • Discretionary Life Interests Trust Letter
  • Life Interest Trust Letter
  • Memorandum of Wishes for Digital Assets
  • Notice of Severance
  • Land Registry Form SEV
  • Will Summary

Lasting Powers of Attorney:

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on Parker's Will Precedents, curated content from leading UK law firm Mills & Reeve, and content from the Office of the Public Guardian. 
  • Lasting Power of Attorney (Health and Welfare)
  • Lasting Power of Attorney (Property and Financial Affairs for Personal Finances)
  • Lasting Power of Attorney (Property and Financial Affairs for Business Finances)
  • LPA120
  • LP3
  • Continuation Sheets 1 – 4
  • LPA Summary

Other Documents and Integrations:

The Clarilis Private Client Suite provides for fast, efficient, and risk-mitigated document production for a wide range of private client documentation.

The automation is based on Parker's Will Precedents, curated content from leading UK law firm Mills & Reeve, and content from the Office of the Public Guardian. 
  • Signing Letter
  • Cover Letter

    Integrations
  • Royal Mail PAF (address and postcode lookup)
  • Charity Commission Register of Charities
  • Companies House
  • Includes access to the Parker’s textbook content and guidance

HOW IT WORKS?

From instruction to completion in minutes

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.

Every will, LPA, letter and document your team needs, with no caps. You pay for the people who use Clarilis, not the documents they produce. Draft as much as you like. 



Private Client Dual Grid Laptop

SEAMLESS DRAFTING OF PARTIALLY MIRRORED WILLS

Mirror wills, drafted together.

Both clients' instructions are captured and drafted simultaneously - matching how the interview actually happens, with no duplicate-and-amend step required. Both documents are generated together, correctly cross-referenced, and consistent with each other from the first draft. 

This removes one of the most time-consuming and error-prone parts of private client drafting, and is especially valuable on matters where couples' wishes are closely aligned but not identical.



WATCH DEMO

Increase margins. Take on more work.

With Clarilis, drafting tasks that once took hours are completed in minutes, helping firms deliver a faster, more consistent private client experience in a price-sensitive market. 

Why do Private Client lawyers use Clarilis?

Reduce drafting time

Drastically reduce drafting time – save hours per matter

Draft complete suites of private client documents in minutes, not hours - from a single intelligent questionnaire.  
Improved Margins

Improve margins via enhanced efficiency

Reduce write-offs and take on more matters without expanding headcount. Fixed-fee and volume work becomes more profitable. 
Enable Delegation

Delegate to junior team members with confidence

Junior lawyers can draft to Partner standard with guidance built into the automation. The result? High quality first drafts, every time. 
House Styling

Fully configured house styling

We offer extensive house styling options that go beyond logos, fonts, and colours. Clarilis will configure the house style for you.
Drafted like a lawyer

Drafted like a lawyer, not assembled by a template

Clarilis doesn't just fill in a document, it drafts one. Wills drafted using Clarilis read the way an experienced private client lawyer would write it, no matter who is drafting.

off the shelf

Available off the shelf with no implementation required

No lengthy implementation project. Clarilis Private Client is available off the shelf, so your team can start drafting immediately after onboarding.

AI Draft Logo White INCLUDED

Our automation handles 90% of the draft. AI Draft handles the rest.

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.
AI Draft - notice generation

PRICING

Pricing to reflect how you work

Choose the tier that matches your team size. All tiers include Clarilis AI Draft.

Small Practice Edition

Team size: 1-3 fee earners

Pricing suitable for smaller teams

  • Draft core documents and all ancillaries
  • PSL maintained content and automation
  • Online onboarding
  • Basic house styling
  • Clarilis AI Draft included

Medium and Large Teams

Team size: 4+ fee earners

Pricing tailored to your team size

  • Draft core documents and all ancillaries
  • PSL maintained content and automation
  • Benefit analysis discovery workshop
  • Customer success contact
  • Online/live onboarding
  • Standard house styling
  • Clarilis AI Draft included

Your Firm's Precedents

Bespoke automation

Pricing on request

  • Based on your firm’s own precedents and content
  • We design, build, manage and maintain it for you
  • Large, experienced, PSL-led automation team
  • Dedicated project manager
  • Benefit analysis discovery workshop
  • Named customer success contact
  • Live onboarding
  • 100% house styling
  • Clarilis AI Draft included

Private Client Factsheet cover

Want to find out more?

Download our Private Client 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-1

Enterprise level security

Encryption in transit and at rest, user activity storage and reporting
User security / contro

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

Private Client Suite FAQs

GET STARTED

Ready to transform how your firm drafts?