Streamlining Financial Disclosure in Family Law

Event Description

Join us for a webinar on how to simplify the financial documentation process for your clients during separation or divorce. InfoTrack’s Financial Disclosure solution provides a secure and streamlined workflow that helps reduce client stress by automating the collection of critical financial data. Clients can connect directly to major institutions, ensuring that key documents like bank statements, property and vehicle valuation reports, tax returns, mortgage details and more are sourced automatically and integrated seamlessly into your Practice Management System (PMS). This tool minimises manual effort and administrative tasks, making the entire process smoother for both you and your clients.

Key takeaways:

Webinar

Event Speakers

Who will you be learning from?

Jennifer Wratten

Product Manager, Financial Disclosure

Jesse Camilleri

Client Relationship Manager

*If you are in the legal industry you can claim 1 CPD unit per hour for InfoTrack seminars under practice management and business skills. Practitioners residing in WA cannot claim CPD points from InfoTrack training through the Legal Practice Board of Western Australia.