How can Compliance & Integration of Searches be applied throughout the Conveyancing Journey?
In the latest of our webinar series, we examine and demonstrate the benefits of the integration between Insight’s case management system and Index PI’s portfolio of fully compliant, best-in-class, digital solutions, for every step of the conveyancing journey.
Successfully running a conveyancing case is all about accuracy, efficiency and compliance, and Insight’s integration with Index brings these essential attributes together seamlessly.
While Index ensures compliance, Insight ensures searches and reports are ordered at the optimal time and are pre-populated, saving vital hours of manual work and avoiding duplication. Not only that, but you can ensure the accuracy of data by pulling details directly from the Insight Legal case file.
In this joint webinar with Kate Bould from Index PI we will look at topics including;
- Seamless workflow functionality with digital reports & searches
- Avoiding dual data entry
- How to maximise fee earning potential
- All you need for compliance in one place
Index has a national network of regional offices, providing law firms with the expert advice and best-in-class digital solutions they need to reduce risk, maximise compliance and increase the speed and efficiency of every conveyancing process and transaction.
Additionally, Index is a trusted partner of The Law Society on the Conveyancing Quality Scheme (CQS), offering law practices a Complete Compliance Solution service, which helps firms gain and maintain their CQS accreditation. In most cases, they’re able to provide this service for free!
Business Development Manager at Insight Legal
Andy is an experienced salesperson with a demonstrated history of working in the legal & SaaS industry. Highly focused with an interest in providing clients with a solution that will benefit them and their practice. Andy also has a background in software support and training with Insight Legal and therefore really does know the software and how it meets our customers needs.
Managing Director of Index West Midlands
Kate is a trained solicitor and real estate and property professional, with over 20 years’ experience in the property and search market (for agricultural, commercial and residential properties), in the UK, Europe and the USA.
Kate is known for her in-depth understanding of what today’s conveyancing professional requires and the challenges they face, and for her genuine passion for the industry and the people in it.