Private client
Trust deeds read, points researched, drafts produced, and nothing said that cannot be checked.
The product reads the file, answers the narrow point with the authority checked, and drafts the document, and it does not decide anything for you.
Client
Calder & Finch LLP
Reference
CF-2026-0184
Practice area
Employment
Jurisdiction
England and Wales
Responsible partner
R. Okafor
Status
Open
Conflict check on open: clear across 214 matters searched.
Clear- Matter opened: conflict check run automatically.
- Documents added: employment contract, board minutes.
- Contract Agent run completed: 6 action items, 14 authorities.
A private client matter with the conflict check that runs when the file opens.
The day this changes
Before
Private client work is precise, personal and slow to delegate. A file can run for thirty years, and the documents are often old, often scanned, often the only copy.
Somebody sits with six deeds, four wills and a 1998 letter of wishes before anyone can advise.
The questions are narrow but unforgiving: does this clause create an interest in possession, what did the 2016 deed of appointment actually do.
After
The Research Agent reads the family's paperwork inside the matter and answers the point with the deed quoted and the authority marked.
The Drafting Agent produces the document you ask for, attributed to its sources, for a solicitor to settle.
Every matter opens with a conflict check, which matters when the same family appears across trusts, wills and a company.
Grounded on the matter
Open the matter and load the deeds, the wills and the correspondence, and the agent reads the documents in the file, including the scanned ones. Ask what the 2016 deed of appointment did and it quotes the operative clause rather than describing a specimen. The conflict check runs on open, which is the safeguard that counts when one family runs across several matters over decades.
See how matters workClient
Calder & Finch LLP
Reference
CF-2026-0184
Practice area
Employment
Jurisdiction
England and Wales
Responsible partner
R. Okafor
Status
Open
Conflict check on open: clear across 214 matters searched.
Clear- Matter opened: conflict check run automatically.
- Documents added: employment contract, board minutes.
- Contract Agent run completed: 6 action items, 14 authorities.
The private client matter, with the conflict check on open.
A deliverable, not a chat
The run returns a note with the point answered and the deed quoted, or a draft produced by the Drafting Agent, not a chat reply. Set Prepare for a Client Update and the same analysis comes back in plain English for the family. Every draft is attributed to its sources and marked for a qualified lawyer, so what you hand on is a document to settle, not a transcript to rewrite.
See the agentsContract Agent Completed
Senior Associate Employment Contract: English Law Review
Calder & Finch LLP · Employment · CF-2026-0184
Summary
Overall risk is HIGH. The UK/Ireland/EU non-compete is likely unenforceable, while the holiday carry-over cap and blanket data/monitoring consent require replacement; the remaining covenants, working-time opt-out and bonus clause should be narrowed and clarified.
- 1. Clause 9(c), non-compete: High: the 12-month prohibition on working for any law firm anywhere in the UK, Ireland or EU is wider than reasonably necessary.§ Tillman v Egon Zehnder Ltd [2019] UKSC 32
- 2. Clause 11, data and monitoring: High: blanket contractual consent is not an adequate basis for general employment processing or unrestricted monitoring.§ UK GDPR
A private client note with the point answered and the source quoted.
Verified, then shareable
Where a point turns on statute or a case, the authority is fetched from the approved primary-law sources and marked verified, needs a check, or not found, with a Where we looked panel. Read the verdicts, then share the note with the family through a passcode link that logs every view on the matter. Nothing said in the note goes out without a source you can check first.
See client sharingShare link
Expires
7 days
Views logged
3
- client@calderfinch.exampleOpened, 09:14
- client@calderfinch.exampleOpened, 14:02
A passcode share link to the client, with every view logged.
A research run over a private client file costs about the same order as a single-document run, about £1 to a few pounds. Observed, not a saving claim.
See pricingObjections
Our documents are confidential.
Files sit in Microsoft Azure UK, encrypted in transit and at rest, scoped to the matter, and never used to train a model. The security statement sets out the detail.
Read the security statementOur COLP will not sign this off.
Sources are a closed list, every citation carries a verdict, and every run, share and check sits on a register you can export or print as an inspection bundle.
See the audit registerWe already have Copilot.
A general assistant answers from the open web and will cite a case that does not exist. This works from a closed list of primary law and marks each authority verified, needs a check, or not found.
See how verification worksRead one of your own trust files.
Free plan, two seats, 500 welcome credits, no card.