InfoTrack announces additional webinars for May 2024

InfoTrack announces further additions to their list of webinars that are scheduled to take place in the month of May 2024.

InfoTrack announces additional webinars for May 2024

Understanding Commercial Environmental Reports and climate change impacts with Groundsure
    • Date: 7 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

An environmental report is a small, but crucial, piece of a much larger puzzle for commercial property transactions, which can reveal issues that may impact your client’s property, future plans for the property, and potentially, the monetary value of the property.

This session will cover the foundations of a Commercial Environmental Report and how it helps solicitors’ compliance for this aspect of a commercial transaction.

We’ll be joined by Iryna Minimurzina, Strategic Account Manager at Groundsure, who will cover:

* The key aspects of a Commercial Report

* The data used within them

* The environmental risks associated with Commercial transactions

* Understanding ClimateIndex and latest EPC data

* How future risks could impact Commercial sites.

 

Mastering text formatting tools within Property Report, plus fresh content library updates!
    • Date: 8 May 2024
      Time:       11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Are you getting the most out of Property Report from InfoTrack?

Join us as we look at the text formatting tools within Property Report, that allow users to edit text boxes using tools such as:

* bold and italics

* underline and strikethrough

* font and colour types

* text alignment

* highlighting

* bullet and number lists

* upload images

We’ll show you how to use these tools with confidence, allowing you to highlight key information, add subtitles, and illustrate points with images.

We’ll also talk about some of the latest updates being made to our Content Library, to ensure you’re always up to date with compliance.

 

Exchanging Contracts: Key challenges, and the potential impact of the Law Society Draft Code
    • Date: 9 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Join us as we explore some of the most persistent challenges facing residential conveyancers when it comes to exchanging contracts.

We’ll be joined by Ian Quayle of IQ Legal Training for this 60-minute session that examines key issues, including:

* advising clients on exchange with online and traditional auctions

* issues with reduced deposits

* varying contracts before and at exchange – tips and traps

* is it necessary to protect the contract? – lessons from case law

When it comes to the Law Society draft Code, we’ll consider:

* is the Code likely to be implemented and, if so, when?

* what can firms do to prepare for the implementation of the Code and the new Protocols?

* what will the implementation of the Code mean?

Extensive notes will be provided, and there will be time allocated for questions.

 

Complaints, errors and claims and how to successfully manage them
    • Date: 14 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Preventing and managing complaints can prove challenging, which is why we’ll be joined by Phil Edwards, Managing Director at Quality PI, and Business Consultant Lisa Summerton, who together will help you with essential strategies for preventing and effectively managing complaints, including:

* understanding the difference between complaints, circumstances and claims

* recognising the precursors to a claim, and what to do about it

* understanding where claims are likely to come from, and why

* identifying potential complaints early on and implementing proactive measures to mitigate them compliantly

* understanding the importance of fitting in with your insurer’s policy wordings

* learning and improving from past mistakes

Don’t miss this opportunity to enhance your skills in complaint management, whilst bolstering client satisfaction.

 

Contract of Sale: Send Contract Packs in Seconds! 
    • Date: 15 May 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Contract Packs can be unwieldy files to manage: Compiling multiple documents in one platform, saving to the matter and Case Management System, and then downloading to your desktop before emailing on to the purchaser’s solicitor doesn’t feel like an intuitive way of doing things…

Not only is this process slow and cumbersome, it also:

❌ Leaves files sitting unprotected on desktops

❌ Introduces the risk of the wrong files being sent to clients

❌ Means searching through email to prove that a pack has been sent

Join us on Wednesday 15 May to explore how InfoTrack’s new Contract Sharing functionality, enables you to send your Contract Pack directly from the Platform, meaning:

✅ Contract Packs arrive with purchasers’ solicitors more quickly

✅ You have a complete audit trail within InfoTrack,

✅ Your desktop stays free of unnecessary client files.

 

Forfeiture of Lease (Housing Act) & Rent charges indemnity insurance
    • Date: 21 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Forfeiture can be a technical and complex aspect of landlord and tenant law, with a number of potential risks.

We’ll be joined by CLS Property Insight, to explore the challenges posed by forfeiture and provide insights that will help you better understand, and address issues related to it in your day-to-day work. They will also explore options for insuring your firm against those risks.

During this 60-minute webinar, we will focus on two types of legal indemnity insurance to provide understanding and insight for property lawyers:

* Forfeiture of Lease (Housing Act): a policy protecting lenders against losses in the event of repossession; and

* Rent Charges: a policy providing protection in the event of unpaid rent charges.

 

Is your firm prepared for an SRA audit?
    • Date: 22 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Due to the Economic Crime and Corporate Transparency Act, the Solicitors Regulation Authority (SRA) now has unlimited fining powers, prompting law firms to review their processes and procedures when it comes to their regulatory obligations.

In this live webinar, presented by HiveRisk’s founder & CEO, Kate Burt, you will receive practical advice and insights to ensure your law firm’s preparedness for an SRA visit regarding AML compliance.

In this session, Kate will cover:

* AML Insights: Explore the latest Regulatory AML obligations affecting law firms within scope

* SRA Firm Visits: Understand expectations and nuances surrounding proactive visits from the SRA

* Visit Preparation: Learn practical strategies to prepare for and manage SRA visits efficiently

* Audit Readiness Strategies: Discover how your firm can adopt and maintain strategies to stay audit-ready

* Technology’s Role: Uncover the impact of technology, including MLRO firm-wide oversight, ongoing monitoring, and comprehensive audit trails on risk and compliance.

 

The Leasehold and Freehold Reform Bill 2023-2024
    • Date: 28 May 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

The Leasehold and Freehold Reform Bill is one of the most significant pieces of legislation in a generation for conveyancers, with a number of potential issues and consequences that need to be considered carefully.

Richard Snape, Head of Legal Training, Davitt Jones Bould, will join us to look at some of the key issues, including:

* Permitted new leasehold houses

* The future of ground rents

* Changes to enfranchisement and lease extensions

* Changes to service charges and administration charges

* Changes to rent charges

* Sales information requests

 

AP1s from Deeds – one step closer to requisition free post-completion?
    • Date: 29 May 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

During this webinar, we will demonstrate how our technology automatically extracts data from TR1s, TP1s, and Charges to accurately populate your AP1s. You’ll discover how discrepancies are effortlessly highlighted for quick rectification.

Key advantages include:

* Eliminating data mismatches between AP1s, TR1s, and TP1s.

* Automating over 95% of AP1 form population.

* Streamlining the inclusion of details from Deeds, including personal representatives and executors.

* Consistency across all documents with automated cross-referencing.

 

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