InfoTrack announce their list of webinars for January and February 2024

InfoTrack announces their latest list of webinars to take place from the middle of January to end of February 2024.


InfoTrack and Advanced ALB – greater functionality, less admin
    • Date: 23 January 2024
    • Time: 2:00 p.m.
    • Duration: 1 hour
    • Webinar content:

Practice and case management system Advanced ALB, now fully integrates with InfoTrack with an enhanced two-way integration, leading to easier access to data, saving time and ensuring compliance.

Join us as we take a deep dive into the latest functionality and award-winning solutions which are now available to ALB users, through integration with InfoTrack, including:

* Full pre-population of data – enhance compliance across your firm, minimise risk to data and reduce admin time

* Document return – no more copying and pasting, or searching for individual documents

* Financial integration – with disbursements automatically created, ensure accurate and streamlined accounting processes.

InfoTrack Head of Account Management, Tom Kerwin, will demo the integration, and he’ll be joined by Adrian Foulkes, Director and Chartered Legal Executive, at Milwyn Jenkins & Jenkins Solicitors, who will talk about his firm’s experience of the enhanced integration, and the benefits they have seen as a result.


Contract of Sale: Send Contract Packs in Seconds!
    • Date: 24 January 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 17th January as we 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


InfoTrack and CLSQ invite you to Ask the Underwriter…
    • Date: 30 January 2024
    • Time: 2:00 p.m.
    • Duration: 1 hour
    • Webinar content:

What we will be discussing:

* Do you offer insurance to protect lenders for ground rent issues – Housing Act and Forfeiture?

* Do you offer a policy to cover against estate rent charges?

* If a property is having future works, can you still take out a Planning and Building Regulations policy?

* How do you know if you’re being compliant with insurance legislation and the regulator’s requirements (SRA/CLC) when ordering legal indemnity insurance?

* Do you have to get multiple quotes when looking for legal indemnity insurance for your clients?

These are just a few of the questions regularly asked by law firms, which is why we’ve partnered with CLSQ’s Associate Director, Chantelle Wren, who will be joined by a Senior Underwriter, to answer all your challenging indemnity-related questions, enabling you to support your clients with knowledge and confidence.

This is your opportunity to ask any questions in relation to indemnities that you never dared to ask before!

You are invited to submit your questions to [email protected], ahead of the webinar, so that Chantelle and the Senior Underwriter can provide answers.


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.


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


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