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*Partner content* (InfoTrack): Client onboarding in the digital age―what you need to know

14 January 2022
Categories: Legal News , Property , Conveyancing
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Legal IT company InfoTrack is holding a free, half-day ‘onboarding’ event for the legal industry, designed to share everything law firms need to know about client onboarding in the digital age

The Onboarding Summit will be held on 23 February, 8.30am-2pm, at The Law Society offices in Chancery Lane. Topics covered include digital IDs, best-practice onboarding processes for law firms, and the technology solutions designed to deliver exceptional client experiences.

Confirmed speakers include 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.

Sam Jordan, InfoTrack COO, said: ‘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.’

Amy Bell, CEO of Teal Compliance, said: ‘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.’

Reserve your free place here.

 

Categories: Legal News , Property , Conveyancing
printer mail-details

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