Leading case management software provider, Osprey Approach, and award-winning conveyancing technology leader, InfoTrack, announce that they have collaborated with Tracy Thompson of Tracy Thompson Associates, lead assessor for the Conveyancing Quality Scheme, to create a three-part guide and on-demand webinar, designed to help law firms stay compliant with their responsibilities under the CQS.
In Part 1 of the guide, which covers the new updates to the CQS Core Practice Management Standards (CPMS), Tracy details the recent changes to the CPMS and gives advice on how firms can ensure they meet these standards to remain compliant.
In Part 2, firms will discover the legal technology tools available through the dynamic integration between Osprey and InfoTrack, to help law firms meet their CQS responsibilities with ease.
And finally, Part 3 looks at the common compliance pitfalls that most SME law firms face, as well as how to overcome them.
The technology providers also join Tracy Thompson on a webinar to discuss their advice and guidance on CQS compliance, which can be viewed on-demand here.
Chris Pucci, CEO of Osprey Approach, comments:
“We’re excited to have worked closely with InfoTrack and Tracy Thompson to produce valuable guidance for law firms, which will not only save legal professionals time, but will also ensure that they and their firm meet their compliance responsibilities and commitments with confidence.
“A centralised database and effective digital tools help conveyancers easily stay on top of compliance requirements. When you combine Osprey and InfoTrack you have access to a powerful platform that aids compliance, but crucially improves the quality of client service and profitability.”
InfoTrack’s Head of Sales, Lisa Edwards, adds:
“Technology can play a vital role in enabling firms to document their policies and procedures, and it’s important to be able to access and provide digital audit trails to demonstrate compliance. InfoTrack provides security and certainty through its intuitive technology solutions, to help law firms manage their responsibilities with ease.”
In the absence of definitive guidance on which systems or processes firms should use to meet the standards requirements, Tracy recommends that law firms follow her three-step process to demonstrate compliance:
- Say as you do – create documented policies and procedures that are bespoke to your firm;
- Do as you say – ensure those policies are being followed and that all staff receive adequate training; and
- Provide evidence – make sure everyone is aware of how the standard is being complied with and how you demonstrate that during an assessment.
To find out more about the tools available through integration with Osprey and InfoTrack to help make light work of meeting your CQS commitments, get in touch with one of our legal technology specialists today.
