PRIVATE CLIENT SUITE
Accelerate Wills, Trusts, and LPA drafting
Wills are fixed fee. Efficiency is how you protect margins.
Clarilis automates the drafting of wills and estate planning documents, enabling your team to work faster, increase capacity, and improve profitability - all without compromising on quality.
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
Fully configured to match your firm's house style
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 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 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 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.
WATCH DEMO
Increase margins. Take on more work.
Why do Private Client lawyers use Clarilis?
Drastically reduce drafting time – save hours per matter
Improve margins via enhanced efficiency
Price more competitively
Win work your firm couldn't previously - Clarilis lets you compete on price without compromising margin.
Delegate to junior team members with confidence
Fully configured house styling
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.
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.
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
Most popular
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
Want to find out more?
Download our Private Client Factsheet
Security by design
Data Hosting
Secure Environments
GDPR
Enterprise level security
User security / control
Zero data retention for AI Processing
No AI model training
Human resource security
Private Client Suite 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.
General FAQs
-
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. It includes fully cross-referenced and in-platform access to the Parker’s textbook.
-
Mills & Reeve’s private client practice reviews precedents for currency and suitability and provides ongoing market feedback, based on its extensive private client experience.
Clarilis fully maintains the automation and updates the content as and when content providers update the underlying documents.
-
The solution includes enhanced house style options that go way beyond just changing the logo, font typeface, size, and colour. With over a hundred different styling options, Clarilis will configure the house style for you.
-
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.
Private Client Suite
-
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.
-
Yes, Clarilis will help you set it up with your firm’s SSO system.