InfoTrack announce further webinars for February and March 2024

InfoTrack announces further additions to their list of webinars that are scheduled to take place in the months of February and March 2024.


Digital Post Completion with LEAP and InfoTrack
    • Date: 7 February 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Requisitions caused by mismatched data across AP1s, TR1s and other key documents have long been a challenge for conveyancers, but that’s all about to change – forever!

By leveraging the latest AI and OCR document reading technology, we can now automatically extract from TR1s, TP1s and Charges.

The InfoTrack platform will then populate and validate your AP1, with any discrepancies highlighted to enable swift reconciliation, and return it directly to your matter in LEAP.

This means:

* Eradicating data mismatches between AP1s and TR1s and TP1s

* Over 95% of the AP1 form can now be populated for you

* Populate details of personal representatives, executors and all party types from Deeds

* Deeds are automatically cross-referenced for consistency across all documents


Navigating Commercial Leases – Crucial tips for avoiding common traps
    • Date: 13 February 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Join us to explore some of the most persistent challenges facing property lawyers and clients when it comes to dealing with commercial leaseholds.

We’ll be joined by Ian Quayle of IQ Legal Training, as well as our own Ryan Cox, InfoTrack’s General Manager of Major Accounts, for this 60-minute session that examines key issues.

These include:

* Allowing the tenant into occupation – licences and tenancies at will

* Using the RICS model heads of term

* Problem clauses – break, rent suspension, repair and user

* Turnover and green leases – things to look out for

* Lessons from recent case law

As ever, Ian will be on hand at the end of the session to field any questions you may have regarding commercial leaseholds.


Property Report: discover the Extract Text Tool and new updates to the Content Library
    • Date: 15 February 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

The Extract Text Tool is one of the many ways Property Report makes reporting on a title so much more efficient. This tool reads the text in any PDF uploaded to the workspace, such as the title document or search results, giving you an accuracy rating, and allowing you to copy all or part of the text into the report.

Join us as we demonstrate how to use the Extract Text Tool to help you get the most out of Property Report. 

We will also run through some recent updates to the Content Library, including:

* Mortgage Final Note and Disclaimer

* Existing New Build Warranty

* Other New Build Warranty

* HMLR Delay Warning (Unregistered Property)

* Insurance Disclaimer

* Development Plan Designation Disclaimer


eCOS and Perfect Portal for SOS users – the complete onboarding solution!
    • Date: 20 February 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.

eCOS is one simple platform, for both you and your clients, that includes matter specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering.

Join Justin Sparey, Client Services Team Leader from SOS, Rob Lawson, Strategic Sales Manager from Perfect Portal and David Rawson, Head of Product, eCOS from InfoTrack, on Tuesday, 20 February, to explore the full range of digital onboarding features available through integration with InfoTrack, to allow your firm to exceed client expectations, whilst keeping all case details in one centralised place.

This includes how eCOS:

* allows you to extract the client’s information directly from their identity document

* checks ID and PEP / Sanctions status against 12 official datasets

* complies with the latest EU 5th Directive requirements

* is HMRC Safe Harbour compliant

* provides ongoing monitoring and alerts for 12 months


Contract of Sale: Send Contract Packs in Seconds!
    • Date: 21 February 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 21 February 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

New Digital Conveyancing Maturity Report 2024 Launch
  • Date: 26 February 2024
  • Time: 11:00 a.m
  • Duration: 30 minutes
  • Webinar content:

How are conveyancers in England and Wales progressing when it comes to adopting digital conveyancing tools? If you’re wondering how your use of technology compares to everyone else’s and what opportunities you should be making the most of, the Digital Conveyancing Maturity Report 2024 reveals exactly that.Join Sam Jordan, COO at InfoTrack, as he highlights some key findings from the second edition of the Digital Conveyancing Maturity Report. From unveiling which technologies conveyancers are adopting at pace, to where firms can make quick wins by introducing digital tools, the report shines a light on how conveyancers are progressing on their digital journeys.Register now to be the first to access the report! Register Here

The Building Safety Act 2022 and other Post-Grenfell Legislation
    • Date: 28 February 2024
    • Time: 2:00 p.m.
    • Duration: 1 hour
    • Webinar content:

Navigating the complexities of the Building Safety Act, which has changed the nature of conveyancing for flats, can be challenging.

Richard Snape, Head of Legal Training, Davitt Jones Bould, will join us to look at some of the key issues and other recent statutory changes.

Topics covered include:

* Building Safety Act 2022 and changes to building regulations

* Leaseholder protections: problems with qualifying leaseholders, landlord’s certificates and leaseholder deeds of certificate

* Changes to lease extensions as of December 26th 2023

* Higher-risk buildings and registration by October 1st 2023

* Higher-risk buildings requirements as of April 2024

* The Fire Safety Act 2021

* Changes to the Fire Safety Order 2005 as of October 1st 2023


SRA Client and Matter Risk Assessments: What you need to do to ensure compliance
    • Date: 29 February 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

The SRA issued its Warning Notice to Firms in October 2023, stating:

“We continue to see a persistent level of non-compliant client/matter risk assessments, and this remains an area where improvement is necessary.

“Undertaking effective client/matter risk assessments is a key step in preventing money-laundering as it should inform the correct level of client due diligence to apply, as well as ongoing monitoring.”

It is evident, that even with a template assessment form, this remains an area in which law firm staff continue to struggle.

In this session, Norman Denton, Senior Compliance & Regulatory Specialist at Legal Eye, will consider:

* how client and matter risk assessment should be approached

* how you demonstrate ongoing assessments

* source of funds and wealth

* good and poor practices in evidence


Tips and tricks for managing April PII renewals
    • Date: 5 March 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

With approximately 30% of law firms having their PII due for renewal in April, now is the perfect time to shine the spotlight on what is happening in the insurance market.

We’ll be joined by Phil Edwards, Managing Director at Quality PI, and Business Consultant Lisa Summerton, and together they will:

* explore the dynamic market environment, characterised by a surge of new players

* provide valuable insights into the shifting perceptions of conveyancing exposure, which are redefining risk assessments

* navigate through emerging challenges, such as grappling with the implications of the BSA

* show you how to provide comprehensive information that surpasses conventional insurer enquiries.

Don’t miss this opportunity to stay ahead of the ever-evolving insurance industry.

Everything you always wanted to know about eCOS, but were afraid to ask …
  • Date: 6 March 2024
  • Time: 11:00 a.m.
  • Duration: 45 minutes 
  • Webinar content:

We all know that client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements.eCOS is InfoTrack’s award-winning digital onboarding solution, that includes matter-specific client questionnaires, digital ID and AML checks and Source of Funds and Wealth gathering information.David Rawson, Head of Product and Zane Bowtell, eCOS Account Manager, will take a deep dive into the world of eCOS, covering the spectrum of features and benefits, common issues and their solutions, and best practices to enhance your eCOS experience. Whether you’re a new user or looking to optimise your use of the service, this webinar is designed to address the main questions clients have and guide you on how to get the most out of eCOS.Don’t miss this opportunity to gain valuable insights and practical advice directly from the experts. Book now!

Mastering reporting in stages with Property Report, plus fresh content library updates
  • Date: 13 March 2024
  • Time: 11:00 a.m.
  • Duration: 45 minutes 
  • Webinar content:

Do you want a flexible way to report on a title in stages? Join us to discover how Property Report give you the option to easily break down the information for the buyer as well as supporting compliance for your firm.We’re also excited to talk about the latest updates we are making to our Content Library, which now includes:• Updated advice for leaseholders• New Spray Foam Insulation content• A revamped New Build content libraryBook now to learn more!

Navigating Japanese Knotweed
    • Date: 20 March 2024
    • Time: 11:00 a.m.
    • Duration: 1 hour
    • Webinar content:

Japanese Knotweed is the UK’s most invasive plant, and due to the legal framework in place to protect homebuyers, it is an issue that conveyancers often need to confront.

The risks the plant presents both to the property and the transaction itself are well documented, but what recent developments do conveyancers need to know about?

CLSQ are joining InfoTrack to provide an informative session to help property lawyers understand their options in addressing the issue of Japanese Knotweed on behalf of their clients.

Amongst the topics we’ll be covering will be:

* Japanese Knotweed – what is it and how to spot it

* Understanding Japanese Knotweed, including latest RICS guidance

* Law Society TA6 property information form – knotweed guidance for sellers, buyers and their legal representatives

* CLSQ Japanese Knotweed Indemnity Policy – what risks and loss events are covered

* Recent cases and how these impact on conveyancers

* Updates to our Japanese Knotweed policy to help conveyancers and lenders in practice.


Slicker workflows, smarter decisions: Data-driven solutions to commercial property challenges
    • Date: 26 March 2024
    • Time: 11:00 a.m.
    • Duration: 45 minutes
    • Webinar content:

Discover the power of InfoTrack’s Real Estate platform, designed to streamline your workflows and provide you with comprehensive insights. From property searches to due diligence, our platform is engineered to elevate efficiencies and decision making processes.

What will be included:

* Uncover the true potential of your property data with advanced mapping tools, allowing you to spot market trends, identify opportunities and gain a competitive edge with interactive maps that make complex information accessible and actionable

* Witness the future of real estate intelligence with Foresite, our state of the art predictive analytics tool, allowing you to leverage data-driven insights to anticipate market movements, assess risks and make informed decisions.

Don’t miss this opportunity to revolutionise your approach to real estate. Secure your place today, and unlock the potential of InfoTrack’s Real Estate platform, enhanced mapping tools and Foresite technology.


Spring Financial Crime Update
    • Date: 27 March 2024
    • Time: 11:00 a.m.
    • Webinar content:

The Economic Crime and Corporate Transparency Act 2023 has granted the SRA extended fining powers and a wider scope of responsibilities, from Anti Money Laundering to Economic Crime.

Amy Bell, CEO of Teal Compliance, joins us to explore the latest legislation affecting financial crime including the new corporate offence of Failing to Prevent Fraud, and changes to the Proceeds of Crime Act.

In this session we will consider:

* Lessons we can learn from the latest big fines imposed on Law Firms

* What are the 3 key steps you need to be able to show on your conveyancing files

* The differences between the Red flags for Money Laundering and Fraud

* How to handle push back on Source of Funds and Wealth enquiries


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