Enhanced verification of funds: webinar by InfoTrack – 26 June 11am

Join us as we showcase our newly enhanced Verification of Funds (VOF) solution. Learn how Enhanced VOF enables you to complete a full financial picture of your client’s source of funds and source of wealth quickly and easily.

What is Microsoft Loop, and why should I use it? Find out more with Proventeq

You may have already heard that Microsoft is developing an application for collaboration for the Microsoft platform that allows you to share workspaces to work with your colleagues.

CRM: Don’t lose sight of what the initials stand for: Client “Relationship” Management – with 3Kites

Most law firms have some form of CRM system in place whether it be a spreadsheet or a specialised piece of software. What we often see is that CRM is used primarily and heavily for marketing activities.

Save time with enhanced land registry integration: webinar by InfoTrack – 22 June 11am

Land Registry services are an essential part of every conveyancing transaction to find information on a property. However, it’s not always a simple process to gather the information you need.

How are you preparing for the incoming ‘failure to prevent fraud’ offence? Seek help from InfoTrack

Changes are coming for businesses that deal with services that are a high fraud risk, meaning law firms are one of the most effected industries.

Discover recent insights on client-facing knowledge initiatives with 3Kites

We attended two events recently (ILTA’s Knowledge Management Special Interest Group meeting and The Future Lawyer conference) which shone a light on developments in how law firms are approaching client-facing knowledge initiatives. These are some of the things we learned.

What are law firms’ three biggest mistakes when implementing data governance frameworks? Find out with Iron Carrot

Iron Carrot has worked alongside several law firms to help them develop and implement their data governance frameworks and roadmaps. We have seen some common errors and misapprehensions that we’ve helped them address.

UK finance lender handbook and CQS requirements: webinar by InfoTrack – 29 June 11am

Compliance and risk mitigation have become increasingly important in recent years. Still, with frequent changes to regulation and the mortgage market, staying on top of your obligations can be challenging.

A profound loss: remembering Dan Tacone, president and chief client officer of Intapp

It is with deep sadness that we share the passing of Intapp’s President and Chief Client Officer, Dan Tacone.

Digital transformation isn’t a milestone: discover why with Ascertus

Through the pandemic, the agility and speed with which many organisations ramped up or initiated their cloud-driven digital transformation initiatives, is truly commendable. A true demonstration of the power of intent in a “needs must” situation.