InfoTrack announce new onboarding event for law firms

InfoTrack announce new onboarding event for law firms

InfoTrack have announced the launch of a new event for the legal industry, The Onboarding Summit, a half day event designed to share everything law firms need to know about client onboarding in the digital age.

The free event will be held on Wednesday 23rd February at The Law Society offices in Chancery Lane. Delegates can expect an in-depth, insightful virtual event covering topics including digital IDs, best-practice onboarding processes for law firms, and the technology solutions designed to deliver exceptional client experiences every time.

Bringing together the best and brightest of the industry’s onboarding specialists and pioneering law firms who are already gaining ground with new technologies, the event will cover a series of informative seminars and panel discussions to examine current and future developments in client onboarding.

Hosted by InfoTrack, the agenda has confirmed speakers including AML and compliance expert, Amy Bell of Teal Compliance, Rob Hailstone of Bold Legal Group, and law firms including Bell Lamb & Joynson, Adkirk Law, Lucas & Wyllys, Lyons Bowe, and more.

Sam Jordan, InfoTrack COO, comments, “Digital onboarding has become one of the biggest areas of technological adoption in the legal sector. The Onboarding Summit is an event designed to demystify the systems and processes involved, helping firms understand how they can maximise use of digital onboarding services. We believe that every law firm should have access to the education that can help them make informed decisions about the best solutions for their business and their clients, which is why we’re bringing together so many industry experts for a single event.”

Digital client onboarding is a hot topic within the profession. Law firms need to bring client onboarding in alignment with the other areas of conveyancing that have seen a digital upgrade. I’m excited to be part of The Onboarding Summit, it’s a great opportunity to look to the future of client onboarding, to educate and support law firms, and help them take these important next steps.” adds Rob Hailstone, CEO at Bold Legal Group.

Amy Bell, CEO of Teal Compliance says, “Electronic onboarding has become a necessity over the last couple of years but it’s something that has significantly altered some key process that affect risk and compliance in all law firms. The Onboarding Summit is a fantastic opportunity for solicitors to understand how the new tools we have at our disposal can actually enhance the compliance and protection both law firms and their clients.”

Event details:

The Onboarding Summit for Law Firms

Wednesday 23rd February 2022 8.30am to 2pm

To register your place, book your free ticket today: https://bit.ly/TheOnboardingSummit

This article was submitted to be published by InfoTrack as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

InfoTrack

http://wwww.infotrack.co.uk/

InfoTrack is pioneering the digitisation of legal processes. They provide a powerful suite of solutions across client onboarding, identity verification, e-signature, and conveyancing services. Their services help to assure compliance, enhance the client experience, and improve productivity within law firms. InfoTrack takes on the burden of paper-intensive, demanding administrative tasks within a single, award-winning platform. Providing best-in-class integration solutions with more than a dozen case management systems, as well as HMRC, HMLR, Companies House, and LMS. InfoTrack empowers firms to focus on delivering an exceptional client experience with every transaction. Onboard better: Digital client onboarding with InfoTrack eCOS (electronic Client Onboarding Solution) from InfoTrack brings together everything law firms need to digitally onboard clients, streamlining the process and saving weeks on every matter. The digital portal and app provide a fully branded digital onboarding service, including client care packs, Verification of Identity and Funds, onboarding questionnaires, and licensed Law Society TA forms in a single, unified platform. Discover eCOS now. Digital AP1s made easy InfoTrack has helped over 1,000 law firms submit 750,000 digital AP1s to HMLR via InfoTrack since 2016. As the most popular provider of digital AP1 submissions to HMLR, you can trust InfoTrack’s specialist AP1 experts will make switching stress-free. Find out more. Why should law firms choose InfoTrack?

  • InfoTrack enables end-to-end digital conveyancing through a single platform, including electronic client onboarding, automated report on title creation, digital AP1 submission, and LMS integration
  • Integration with CMS and all relevant conveyancing providers and government departments
  • Provides law firms with documentable evidence to support more than one third of the CQS assessment categories
  • Pay as you go, so you only pay for the services you use
  • Improves productivity, saves times, and minimises risk
  • Technology automates processes to enable firms to spend more time delivering quality client experiences
Key Services Key Contact Tel: 0207 186 8090 Email:sales@infotrack.co.uk Address InfoTrack Level 11, 91 Waterloo Road London SE1 8RT

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