Legal Operations Automation

Client onboarding, KYC and Will generation automated end to end

askelie handles the administrative work that slows legal teams down from first client contact through compliance checks to completed documents so your fee-earners focus on legal judgement, not legal admin.

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The reality

Legal admin is eating your fee-earner time

Every new client brings a wave of manual tasks chasing documents, running identity checks, drafting standard forms. askelie removes that overhead entirely, giving time back to the work that actually needs a lawyer.

⏱️
KYC done manually, case by case
Fee-earners run AML and identity checks themselves, re-entering data across disconnected systems and waiting days for results that could arrive in minutes.
📑
Will instructions sitting in inboxes
Client interview notes get transcribed by hand, clauses drafted from scratch each time, with no standard process for review, execution, or follow-up.
🔄
Onboarding delayed by chasing clients
Missing documents, outstanding ID, unsigned engagement letters each one a manual follow-up that delays the matter getting started and the clock running.
What we automate

Three modules. One seamless legal workflow.

📋
Client Onboarding
Intake to engagement
Guides new clients through digital intake, document collection, and e-signing from first contact to matter open, without any manual intervention from your team.
  • Identity verification
  • Document collection
  • Engagement letter
  • Client portal setup
  • Digital signing
0of 5 complete
avg. time
🔍
KYC Verification
Compliance & risk
Runs identity checks, AML screening, and PEP checks automatically at the point of onboarding producing a risk-rated client record with a full audit trail in minutes.
Passport / ID scan
Pending
Liveness check
Pending
AML screening
Pending
PEP check
Pending
Risk assessment
Pending
pass rate
Waiting
📜
Elie for Wills
Service as a Software
Not a form a conversation. Elie reads the client's ID, auto-fills their details, and guides them through executors, beneficiaries, and estate distribution. Outputs DOCX, PDF, and CSV, ready for registry.
CHAT WITH ELIE · phase: testator_capture
Hi I'm Elie. Upload your ID and I'll fill in your details automatically.
📄 emirates-id-front.pdf · Uploaded
IDENTITY EXTRACTEDName · Nationality · EID · DOB 14 fields populated
■ Generating will…
AI drafting clauses from interview data
0%
✓ Generated · Registry-ready
v1 · Documents ready to download
DOCX PDF CSV
Next: Book registry appointment
Interview
1 of 3
Module 01 Client Onboarding

From first contact to ready to act in minutes

askelie guides new clients through a structured digital intake collecting information, requesting documents, sending the engagement letter, and managing signing without your team lifting a finger.

Guided digital intake clients complete a structured questionnaire at their own pace, capturing everything needed for the matter in one go
Automated document requests the system identifies what's missing and chases clients automatically, without paralegal involvement
Engagement letter generation populated from intake data and sent for e-signature without manual drafting
Client portal access secure document sharing and progress visibility from day one, on any device
Client Onboarding Smith, J.
1
Identity verification
Passport & ID check
2
Document collection
Requested from client
3
Engagement letter
Generated from intake data
4
Portal access setup
Triggered on signing
5
Matter open & fee-earner notified
Auto-assigned on completion
Module 02 KYC Verification

Compliance checks that run themselves

askelie runs identity verification, AML screening, and PEP checks automatically at the point of onboarding producing a risk-rated client record with a full audit trail, without manual intervention.

Automated ID & liveness checks passport, driving licence, and biometric verification completed in seconds
AML & PEP screening checks run against global watchlists with instant results and a complete audit trail for regulators
Risk-rated client records low, medium and high risk clients automatically classified, flagged, and routed for review
Ongoing monitoring automatic re-check triggers for high-risk clients or when circumstances change
KYC Report Smith, J.
ID Upload ID ID Scan LIVE Liveness AML AML Screen PEP PEP Check RISK Risk Score ✓ Pass
Assessing… AML: PEP:
Module 03 Elie for Wills

Not a form.
A conversation.

Elie is an AI assistant that guides clients through their will reading their ID to auto-fill details, tracking where they are in the process, and generating a compliant draft without a solicitor in the room. Practical, affordable, and ready to trade today.

Chat with Elie or use the 7-step wizard clients choose how they want to work; both modes share the same draft state and can be switched mid-session
ID upload and auto-fill Elie reads a passport or Emirates ID and populates 14+ fields instantly, eliminating manual data entry
Built-in B2C & B2B subscription billing automated sign-up and payment for direct clients and firm-referred work, with no manual processing
OEM white-label for law firms available for private hosting and branding, giving firms a new revenue stream with excellent margins and zero build cost
✓ Generated · Registry-ready v1 · 19/05/2026, 09:11
Simon Will
👤 SIMON SMITH 🌐 British 🪪 National ID: 784-1985-1234567-1 ⚙️ Template selected
👁 Preview will ✏️ Revise 📅 Book registry appointment
GENERATED ARTEFACTS
DOCX
last-will-v1.docx v1
The editable will, registry-ready
↓ Download
PDF
last-will-v1.pdf v1
Print-ready, signed at appointment
↓ Download
CSV
last-will-v1.csv v1
Every named person, for registry
↓ Download
WILL AT A GLANCE
Testator required
Name: SIMON SMITH
Nationality: British
Passport: A12345678
National ID: 784-1985-1234567-1
DOB: 15/06/1985
Place of birth: London, England
WHAT'S NEXT
Three steps to register
1
Book registration appointment
DIFC counter or Virtual Registry
2
Arrange two witnesses
Anyone 21+ who is not a beneficiary
3
Sign at appointment
The Registry witnesses your signature
⚠️
Witnesses required
Two witnesses 21+ who are not beneficiaries. Checklist included in appointment kit.
What firms see
Real results from legal teams using askelie
80%
reduction in time spent on client onboarding per matter
24 min
average time from client intake to KYC cleared and matter open
3×
more will instructions completed per week per fee-earner
100%
audit trail on every KYC record compliant by default
"
We used to spend the first week of every estate matter just getting the client on-boarded and through KYC. With askelie that's done before the first meeting. Our solicitors now walk in with the will draft already started.
Head of Private Client
Regional law firm · England & Wales
Get started
See askelie for Legal in action

We'll walk you through the onboarding, KYC, and Will generation modules with a live demo tailored to your firm's workflow and case mix.