InfoTrack Enquiries are transforming how firms manage this vital stage of a transaction – now, it’s getting even better. Our latest enhancements are designed to help your team handle enquiries faster, with greater accuracy and control across every matter.
Join Chris Watt, Senior Product Manager at InfoTrack, as he showcases the newest updates to this ground-breaking product. In this live demo and Q&A, Chris will walk you through:
- Client Notes – generate clear progress summaries directly from your workspace, without the manual write-up
- Import improvements – bring in responses more easily, with an increased file size limit to handle what gets thrown at you in practice
- Sub Sections – customise the workspace layout to reflect how your firm structures its enquiries process
- Linking update – a refresher on Linking, which lets you invite any counterparty firm to collaborate directly in your workspace, whether they use InfoTrack or not
Tune in to see what’s new, how these features build on a strong foundation, and how they can make enquiry handling smoother than ever.
