Executive Summary
AI Risk Analysis Engine
Turning McHale's Historic Wills into Actionable Client Intelligence
The Challenge
McHale & Co holds approximately 20,000 historic Wills. Reviewing these manually is costly, slow and risks missing valuable client opportunities. Willsure automates the analysis, turning a dormant archive into a strategic business asset.
How Willsure Works
Step 1
Digitise Wills
OCR scanning, document indexing and record matching across the historic archive.
Step 2
AI Document Analysis
Extract data, identify clauses, structure information and build intelligence.
Step 3
Willsure Risk Scoring
Life events, financial and legislative changes, complexity - dynamic scoring.
Step 4
Executive Dashboard
Portfolio insight, risk segmentation, pipeline and tracking.
Step 5
Client Review Opportunities
Client list, targeted engagement, advice and ongoing monitoring.
What Willsure AI Analyses
- Marriage / Divorce
- Children
- Executors
- Property
- Trusts
- Business assets
- IHT exposure
- Agricultural / Business Relief
- Overseas assets
- Charitable gifts
- Outdated clauses
Risk Score
Low Risk
85% and above
Medium Risk
70% - 84%
High Risk
55% - 69%
Urgent Review
Below 55%
Executive Dashboard Snapshot
1,000
McHale Total Wills
1,000
AI Processed
750
High Risk
248
Potential Opportunities
Key Insights
750
Life changes
500
Property value changes
600
IHT exposure
200
Business succession
600
LPAs missing
Benefits for McHale & Co
Reactivate Dormant Clients
Re-engage clients whose Wills are outdated or exposed.
Identify Estate Planning Needs
Surface trust, IHT and succession opportunities.
Increase Recurring Will Reviews
Build a cadence of periodic Will health checks.
Cross-Sell Legal Services
Trigger LPA, trust and probate conversations.
Prioritise Solicitor Time
Focus fee-earners on the highest-value, highest-risk files.
Drive Revenue Growth
Convert archive intelligence into billed work.
ROI Calculator for McHale & Co
See the projected investment and revenue opportunity across your Will archive. Adjust the slider to model different scenarios.
Archive Size and Assumptions
Adjust your archive size and assumptions to model projected investment and revenue.
Adjust assumptions to your portfolio
£25,000
1,000 Wills at £25/Will
750
Wills needing review
248
Clients to re-engage
£146,800
Review fees + LPA + IHT planning (single batch)
Time & Cost Saved vs Manual Review
500h
30 min/Will
417h
AI does it in 83.333h
£125,000
at £250/hr
£104
30min → 5min @ £250/hr
Chargeable Capacity Released - freed from non-chargeable archive admin
417h
30min manual → 5min AI per Will
£145,950
417h × £350/hr
A solicitor's salary is a fixed cost - the firm pays it whether they digitise the archive or charge their time to clients. So the value of Willsure taking on this non-chargeable admin is not a cash saving but the chargeable revenue those freed hours can now generate. The internal cost rate (£250/hr) is shown for context only and is not added to the return.
Projected Net Cash Return
£121,800
ROI: 487%
Review fees + LPA + IHT planning, minus £25,000 AI investment.
Solicitor Time Freed
£145,950
· 417h
Chargeable capacity @ £350/hr
30min manual archive admin per Will → 5min Willsure. Released from non-chargeable work, solicitors can charge that time to clients at £350/hr - not a cost saving, since their salary is paid regardless.
NET Benefit to Firm
£267,750
Cash return + chargeable capacity
£121,800 direct revenue from Willsure-surfaced reviews, plus £145,950 of freed solicitor time redeployed to chargeable client work.
"Solicitor Time Freed" values the hours Willsure releases from non-chargeable archive admin at the chargeable rate (£350/hr) - what those solicitors could earn charging their time to clients - not the firm's internal cost, since a solicitor's salary is paid regardless. For context, Willsure does the archive work for £104/Will less than the internal cost of doing it manually (£250/hr). Each change Willsure identifies that needs a Will update is also a new revenue opportunity, captured in the cash return above.
AI Risk Analysis Engine - ROI Scenario Report
30 October 2026
Scenario snapshot
Scenario Assumptions
NET Benefit to Firm
£267,750
Plain-English Summary
Across 1,000 Wills at £25 per Will, the firm invests £25,000. Willsure flags 750 high or urgent-risk Wills (75% of the archive). Of these, 248 convert to a paid review (33% conversion), generating £86,800 in review fees, plus £12,500 from 50 LPA cross-sales and £47,500 from 50 IHT planning engagements. After the AI investment, the projected net cash return is £121,800 - a 487% return on investment.
Willsure also replaces 30 minutes of non-chargeable archive admin per Will with 5 minutes of AI oversight, freeing 417 hours of fee-earner time. Because a solicitor's salary is a fixed cost - the firm pays it regardless - the value of releasing them from this administrative burden is not a cash saving but the chargeable revenue they can now generate: redeploying those 417 hours to client work at £350/hr is worth £145,950. (The internal cost of doing the work manually, £104,250 at £250/hr, is shown for context only and is not added to the return.)
Combined, the net benefit to the firm - direct revenue from Willsure-surfaced reviews plus the chargeable capacity released - is £267,750. Each change Willsure identifies that needs a Will update is a further revenue opportunity, captured in the cash return above.
£25,000
1,000 Wills @ £25
750
75% of archive
248
33% conversion
£146,800
Reviews + LPA + IHT
Time & Cost Saved vs Manual Review
Manual Hours
500h
30 min/Will
Hours Saved
417h
AI in 83.333h
Manual Cost
£125,000
@ £250/hr
Cost Saving / Will
£104
vs manual review
Chargeable capacity released
417h freed · redeployed at £350/hr to clients
£145,950
This report is an illustrative scenario based on the assumptions entered above. Actual results will vary based on archive composition, client engagement and market conditions. Figures exclude VAT. Willsure does not provide legal advice; all Will reviews are conducted by regulated solicitors.
Transparent Per-Will Pricing
Pay for what we process. No hidden platform fees. Tiered pricing rewards firms with larger archives.
Pilot
500 Wills minimum
one-off investment
- Full digitisation & AI analysis
- Risk scoring on all 500 Wills
- Executive dashboard access
- 4-week scoped pilot
- Success metrics agreed upfront
Standard
Up to 1,000 Wills
one-off investment
- Everything in Pilot
- Full archive digitisation
- Life-event monitoring (12 months)
- Quarterly risk re-scoring
- Dedicated onboarding
Volume
1,000+ Wills
volume-tiered
- Everything in Standard
- Tiered pricing: £55 (1k–5k), £40 (5k+)
- Ongoing monitoring subscription
- White-label dashboard option
- Priority support & SLA
Ongoing life-event monitoring from £2,000/month after the first 12 months. All prices exclude VAT.
The McHale & Co Pilot Pathway
A low-risk, 4-week scoped pilot. Fixed price. No long-term commitment. Success metrics agreed before we start.
Onboard & Digitise
Secure transfer of 200 sample Wills. OCR scanning, indexing and record matching.
AI Analysis & Scoring
Full risk scoring across the pilot batch. Executive dashboard goes live for McHale.
Review & Report
Joint review session. Risk distribution, opportunity pipeline and ROI presented to partners.
Scale or Exit
No lock-in. Roll out to the full archive, or walk away with the pilot insights.
Ready to start the McHale pilot?
200 Wills. 4 weeks. £15,000 fixed. We'll agree the success metrics together before day one.
Security & Compliance
Built for UK law firms. Your clients' data is protected to the same standard you'd expect of your own practice.
Encryption in transit & at rest
AES-256 encryption for stored documents. TLS 1.3 for all data transfer. No plaintext Will data ever leaves UK infrastructure.
UK data residency
All processing and storage in UK-based data centres. No data leaves the jurisdiction. Fully GDPR-compliant.
SRA-aligned practices
Designed to support firms' obligations under the SRA Code of Conduct and data protection requirements.
Data processing agreement
A full DPA is provided as standard. McHale retains ownership of all Will data at all times.
Role-based access control
Granular permissions. Only authorised fee-earners access client Will data. Full audit trail of every action.
Right to erasure
McHale can request full data deletion at any time. No lock-in, no data retention beyond the engagement.
White-Label Option for McHale & Co
Present the entire Willsure platform under McHale's brand. Your clients see your firm. Your partners see your intelligence. Willsure runs quietly behind the scenes.
McHale-branded dashboard
Your firm's logo, brand colours and typography across the entire executive dashboard and client-facing surfaces.
Custom domain
Host the portal on your own subdomain (e.g. wills.mchale-co.co.uk) for a seamless client experience.
Client-facing portal
Optionally extend white-labelling to the consumer Will review portal, so clients see McHale - not Willsure.
White-labelling is included on Volume tier engagements. Available as an add-on on Standard tier.
Live Demo Access for McHale
Explore the full Batch Wills Risk Analysis dashboard instantly - no account or password required. The live demo is pre-loaded with two sample solicitor practices and their vaults, so McHale partners can see exactly how the platform works before the pilot.
Hartwell & Sons Solicitors
London, Surrey, Kent
Meridian Legal Partners
Manchester, Leeds, Birmingham
What You'll See
- 1Executive snapshot - total Wills, AI-processed count, high-risk and opportunity metrics.
- 2Risk score distribution across Low, Medium, High and Urgent bands.
- 3AI Batch Risk Review - run a simulated batch across the practice vault.
- 4Practice Vault - documents grouped by Reviewed, Pending, High Priority and Escalated.
- 5Switch between Hartwell & Sons and Meridian Legal to compare practices.
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