Digital Conveyancing Maturity: Learn from the leaders
20 March 2024 – 2.00 pm (1 hour)
How are firms adopting and maximising their use of digital tools in conveyancing? Following the launch of the Digital Conveyancing Maturity Report 2024, we’re joined by a panel of firms who scored highly and made impressive improvements to their digital maturity score. We’ll be joined by Mike Leeman, Managing Partner at Bell Lamb & Joynson, Fiona Capehorn, Director and Head of Conveyancing and Karen Coles, Senior Conveyancer at Foxfield Solicitors, and Bruce Giffin, Founder and CEO at Eden Conveyancing.
In this one-hour session, our panel will share their insights on digital conveyancing including:
– Which digital conveyancing tools are providing the most value for their firms
– How they approach adopting new technologies and getting staff buy-in
– Why it’s important to keep pace with advances in digital solutions in conveyancing
– Top tips for how your firm can approach improving your digital conveyancing maturity score and access the benefits that come with it
https://us02web.zoom.us/webinar/register/4517101605871/WN_isQdBLEUQf-lSzOmoE2F_Q
AP1s from Deeds – one step closer to requisition free post completion?
21 March 2024 – 11.00 am (45 minutes)
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.
https://us02web.zoom.us/webinar/register/4417096299994/WN_LiVgpoRZSGq90owKtke9YQ
AML Update 2024 – using technology to support your compliance
2 April 2024 – 12.00 pm (1 hour)
AML guidance and expectations have changed considerably in recent months. Last summer and March 2024 brought about SRA sectoral risk assessment updates, and last autumn delivered a significant change in tone from the SRA in relation to their expectations of regulated practices. Not to mention the SRA AML Thematic Review Report, which contained the SRA Warning Notice in relation to client/matter risk assessments.
The SRA’s Warning Notice was accompanied by their own client/matter risk assessment template, which clearly sets the benchmark for the regulator’s expectations for what practices need to have in place to meet their Regulation 28 obligations under the Money Laundering Regulations 2017.
We’ll be joined by Tracy Thompson, from Tracy Thompson Associates, who will provide important updates relating to all SRA publicised guidance since July 2023, to ensure you are equipped with the knowledge required to ensure you do not fall foul of the Money Laundering Regulations, or the SRA.
We’ll also look at how technology can support and improve practices, with dynamic tools and solutions available through InfoTrack.
Book now to stay ahead.
https://us02web.zoom.us/webinar/register/4717078339101/WN_ZxYLPMg7RQWtltfmpLRrKw
