Property transactions can be complex, and staying on top of every detail is critical for lawyers. From searches to client onboarding, compliance, and client communication, efficiency and accuracy can make all the difference. Here are five essential things every lawyer should know about property matters, along with tips on leveraging InfoTrack’s innovative solutions to streamline workflows and reduce risk.
Property searches, including title checks, Land Information Memorandums (LIMs), and other risk assessments, are fundamental to every transaction. Errors or delays can lead to significant complications, including legal disputes or settlement delays.
Solution: InfoTrack’s integrated search platform allows lawyers to order multiple searches at once, receive results in real time, and automatically populate matters. By digitising searches, firms reduce manual entry errors, save time, and ensure clients receive accurate information faster.
Collecting identification documents, verifying identity, and completing onboarding manually can be time-consuming and prone to errors. Efficient onboarding is crucial for compliance with AML/CTF regulations and for starting matters without delay.
Solution: InfoTrackID* enables secure online client onboarding and automated identity verification. Clients can submit documents and complete checks digitally, while lawyers can receive verified reports quickly.
*Available only for LEAP clients.
Property transactions involve multiple steps, from ordering searches to liaising with clients and other parties. Without a clear system for prioritising tasks, it’s easy for deadlines to slip, causing delays or stress for clients.
Solution: InfoTrack’s platform helps lawyers manage and track tasks efficiently. Automated reminders, centralised matter information, and visibility over search progress ensure that important tasks are prioritised and nothing falls through the cracks, keeping matters moving smoothly and clients informed.
Even in largely digital workflows, wet signatures, printing, scanning, and posting documents can create major bottlenecks. Waiting for clients, colleagues, or third parties to return signed forms delays matters and adds administrative overhead.
Solution: SignIT allows lawyers to securely capture electronic signatures, eliminating the need for paper-based signing. By digitising the signing process, firms reduce delays, minimise errors, and keep matters moving efficiently, allowing lawyers to focus on providing legal advice rather than chasing documents.
Clients expect transparency, timely updates, and clear communication. Without efficient systems, providing this information can be challenging, especially in complex property transactions.
Solution: InfoTrack centralises matter information, tracks search progress, and allows lawyers to update clients efficiently. Streamlined communication enhances client satisfaction and demonstrates your firm’s reliability and professionalism.
By understanding these five key areas, lawyers can work more efficiently, reduce risk, and provide a better client experience. InfoTrack’s innovative solutions, from integrated property searches to innovative solutions like InfoTrackID and SignIT, enable law firms to automate manual processes, improve accuracy, and stay ahead in a competitive market.
Discover how your firm can benefit and book a complimentary demonstration today.
