ELM Legal Services

Exploring Agentic and AI-driven workflow automation for estate planning and probate

ELM Legal Services

With 25 years of experience supporting tens of thousands of clients across England and Wales, ELM wanted to understand how AI could support its consultants and improve the experience for clients navigating Wills, Trusts, LPAs and Probate.

Appmilla was engaged to explore the opportunities that AI might offer for ELM Legal Services Ltd, one of the UK’s leading specialists in Will Writing, Trusts, Lasting Powers of Attorney and Probate, on a programme of AI exploration work.

The engagement was exploratory by design: rather than building production software, Appmilla worked with ELM to produce a set of proof-of-concept builds that could demonstrate what’s possible and inform future development. This included an Agentic RAG (Retrieval-Augmented Generation) platform, built using LangChain and LangGraph, and combining a knowledge base of ELM’s processes, case guidance and regulatory requirements with agents that can reason over multiple steps and retrieve the most relevant information for a given query. This was developed alongside automated workflow experiments designed to take on some of the repetitive, process-driven tasks that sit around case handling.

These proofs-of-concept gave ELM a tangible sense of where AI agents and automation could fit into their day-to-day operations, and a foundation and plan to build on in future.

“The ELM engagement was a real proof point for how we work. We covered a lot of ground in a compressed timeframe, including agentic AI, RAG, and automated workflows, creating tangible working proof-of-concept builds and a plan that gave ELM a genuine foundation to build on. That kind of output simply wouldn’t have been possible without AI-augmented development.” – James Guest, CEO, Appmilla

This kind of work reflects where Appmilla’s focus now sits: helping businesses explore practical, agentic AI and automation, and turning that exploration into a clear path towards real-world deployment

Have an AI or agentic project that might need the expertise of our team? Please get in touch if you want to talk about how we might work together.