Event description
Join us for our upcoming webinar with InfoTrack and Perfect Portal as we explore methods to accelerate your current Verification of Identity (VOI) processes. Consolidate your workflow with our secure, automated software while enhancing both your firm’s and client’s experience.
As law firms continue to embrace flexible working options for their teams, software solutions adopted by firms must champion reliability and accessibility. Managing risk and secure storage of sensitive data throughout the course of a VOI check is paramount for firms, ensuring you maintain trust and establish comfort with the process for your clients. Elevate your experience of the VOI process with a digital first approach, harnessing powerful integration features of Perfect Portal and InfoTrack.
Join David Powers from Perfect Portal and Zoe Brewster from InfoTrack as they showcase new features of the software, enabling your firm to service more clients with our personalised remote accessibility solutions.
Key takeaways:
– Customise and tailor your services to your clients’ needs when requesting a VOI
– Speed up your onboarding process using digital verification methods
– View a live demonstration to complete an electronic verification of identity through Perfect Portal’s branded app and InfoTrackID
Plus, be the first to hear about some exciting automation updates to be released soon.
0.5 CPD unit in Practice Management & Business Skills
Event Speakers
Who will you be learning from?
David Powers
Senior Account Manager, Perfect Portal
Zoe Brewster
Head of Account Management, InfoTrack
*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.
