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?
Drastically reduce drafting time
Improve margin by working more efficiently
Price more competitively
Enable your lawyers to focus on higher-value activities
Clarilis deep automation enables firms to draft suites of private client documents in minutes. This improvement in efficiency enables firms toincrease (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).
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 Clarilisyou can simply downloadthe resulting Word and pdf documents directly onto your laptop/PC. From there you can save them into your DMS, in your chosen folder. It’sexactly 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.
News and resources
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