The free event, hosted by InfoTrack, a digitising legal processes company, will be held at The Law Society, London where 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. It will include a series of informative seminars and panel discussions to examine current and future developments in client onboarding.
Accelerate client onboarding and grow your business
Engaging potential conveyancing clients early by partnering with estate agents is a big opportunity for solicitors. Industry changes are going to increase the importance of this channel. Wilkinson will be joined in this session by James Munro from Trading Standards, and Peter Rodd of The Law Society to discuss how to capitalise on the business opportunity and improve the client experience.
Other sessions include:
• Digital Verifications: Understanding the Tech
• Onboarding, Compliance and AML Explained
• Great Onboarding Experiences: Feedback from the Front Lines
• Integrating Onboarding into your CMS
• Better Onboarding: Case Studies
• Digital Onboarding: Where We Are Now and Where We Are Going
Sales Protocol Toolkit
Propertymark is at the forefront of working to speed up transactions to improve conveyancing and pushing the Government to support us and InfoTrack with a digital version of our already successful Property Information Questionnaire and Sales Protocol Toolkit, which includes a Property Information Questionnaire.
Already working with Hipla for quicker transactions, their distinctive platform combines our PIQ with The Law Society’s TA6, TA7 and TA10 forms. Removing the duplication between these forms by pre-populating data where possible transforms the process into an easy to use, consumer-friendly mobile platform.
Sales Protocol Toolkit
The toolkit offers huge potential to speed up transactions, reduce fall-through rates and comply with Consumer Protection Regulations.
As a Propertymark Board Member, I have been active in brokering collaboration between all parties and pushing the agenda for transaction reform digitisation. This event is key in bringing more stakeholders together to see the advantages of a shared approach.
Following on from DHLUC’s Levelling Up White Paper, it is vital that we grasp the opportunity now to ensure that we increase consumer confidence and supply by ensuring that all residential properties coming to market are sale ready rather than market ready which in turn will speed up the process and reduce the proportion of transactions that fail.
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.
Book your place at the Onboarding Summit for Law Firms half-day event →
