Contract Packs can be unwieldy files to manage: Compiling multiple documents in one platform, saving to the matter and Case Management System, and then downloading to your desktop before emailing on to the purchaser’s solicitor doesn’t feel like an intuitive way of doing things… Not only is this process slow and cumbersome, it also: ❌…
Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this FREE 1-hour webinar session suitable for residential conveyancers of all levels and experience and will explore the following: Scoping the retainer Problems with due diligence searches, enquiries and client inspection Avoiding claims by lenders Providing appropriate reports on title Complying with time…
Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring you meet your KYC and AML requirements. eCOS is one simple platform, for both you and your clients, that includes matter specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering. Join Justin…
