Karli for Risk Management
Consistent risk decisions. Automatic compliance checks.
Karli automatically gathers risk data during every client enquiry and onboarding, scores each matter as low, medium, or high risk, and flags high-risk cases to your compliance team instantly, with no manual input required.
THE PROBLEM
Manual risk assessments are slow, inconsistent, and error-prone.
Most UK law firms still manage initial legal risk assessments using Word documents or paper forms. Fee earners complete the same questionnaires repeatedly, enter data multiple times, and make subjective risk decisions — often based on limited information.
The result is inconsistent risk scoring across your firm, compliance gaps that only surface during audits, and senior lawyers spending time on admin that should be automated.
SEE KARLI IN ACTION
Meet John. How Karli handles compliance risk.
Watch how Karli automatically gathers risk data during client onboarding, scores the matter in real time, and instantly alerts the compliance team when a high-risk case is identified — without the fee earner doing a thing.
HOW IT WORKS
From data collection to risk decision — automatically.
Karli handles the entire risk assessment process as part of the enquiry and onboarding flow. No separate systems, no manual steps, no gaps.
Risk data gathered automatically
As part of the enquiry and onboarding process, Karli automatically collects all the information needed for the risk assessment — no separate questionnaire required.
Consistent algorithmic scoring
Karli scores and categorises each matter as low, medium, or high risk using consistent algorithms your firm controls — not individual judgement.
High-risk cases flagged instantly
When a case is flagged as high risk, compliance teams and senior management are notified immediately — before the matter progresses any further.
Full audit trail retained
Every data point, every score, every decision and escalation is logged and retained against the matter record — ready for any SRA review.
The completed risk assessment flows into onboarding — pre-filled, scored, and already logged in Kyanite.
WHY IT MATTERS
What changes when risk assessment runs itself.
Automated risk assessment isn’t just faster. It’s more consistent, more defensible, and less likely to miss the cases that matter most.
Consistent scoring across your whole firm
Every matter is assessed against the same criteria, every time. No more variation between fee earners, departments, or offices — and no more gaps in an audit.
Risk assessment completed faster
Karli collects and scores risk data automatically as part of the onboarding flow. Fee earners no longer spend hours completing separate questionnaires or chasing information.
High-risk matters caught early
When a matter scores high risk, the right people are alerted instantly — not after the onboarding is already underway. Early identification prevents the most serious compliance failures.
Audit-ready documentation by default
Every risk decision is logged, timestamped, and stored against the matter. When the SRA comes calling, your firm has a complete, defensible record without anyone having to reconstruct it.
Fee earners focus on complex cases only
Low and medium risk matters pass through automatically. Fee earners and compliance teams are only pulled in when a case genuinely needs their expertise and judgement.
Risk scoring your firm controls
The scoring criteria are yours to set and adjust. Karli applies your firm’s own risk policy consistently — so the results reflect your standards, not a generic template.
SEE IT IN ACTION
Karli’s risk management dashboard
Every matter scored, every high-risk case flagged, every audit trail logged — all in one place.
CONTINUE THE JOURNEY
Risk management is one part of a connected workflow.
Karli for Risk works alongside Karli for Enquiry Management and Karli for Onboarding — the same data flowing through each stage without duplication or gaps.
Capture and qualify every enquiry before risk assessment begins.
Karli intercepts enquiries from your website, email, and phone — qualifying them instantly and building the initial record that feeds directly into risk assessment.
Explore enquiry managementRisk assessment runs as part of a seamless onboarding process.
Karli for Onboarding uses the same data collected during risk assessment to create the client matter — no duplication, no gaps, no re-keying.
Explore onboarding
