tlc law firms demo
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© 2012 InfinityTLC, LLC. All Rights Reserved.
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© 2012 InfinityTLC, LLC. All Rights Reserved.
Each law firm typically receives 300+ policy directives each year.
These emails are typically bundled into “client updates”and distributed to staff within the law firm.
The notification and training process used by Law Firms for client policy directives is heavily built around collections of broadcast emails received from clients.
© 2012 InfinityTLC, LLC. All Rights Reserved.
The current process carries significantrisk that if left unchecked may result in financial or reputational loss...
Managing the flow of this critical information can be overwhelming.
Is the staff receiving the notification?
UNDELIVERABLE Risks of email-only distribution include:•Staff Turnover•Email Overload•Cannot Confirm Receipt or Deletion•Cannot affectively Recall or Revise Emails•Forwarding Outside of Intended Audience can occur...
•SPAM Blocks•No Verification Report
© 2012 InfinityTLC, LLC. All Rights Reserved.
More importantly, do they understand the new directive?
Typically the emails are written from the servicers perspective and devoid of
law firm needs.
Broadcast email may not effectively transfer information and
expectations from the law firm’s view.
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Example of why effective communication is so important.
© 2012 InfinityTLC, LLC. All Rights Reserved.
Secure and protected communication Scenario testing to demonstration understanding Reports track acknowledgment or receipt and/or
confirmation of policy understanding
Using InfinityTLC as the portal to distribute & track policy communication:
Benefits of InfinityTLC
Current Process
UNDELIVERABLE
© 2012 InfinityTLC, LLC. All Rights Reserved.
Rapid Deployment on a Centralized Policy Database
Searchable - Find directives based on
Keyword search and/or Issuance Date
Organize directives by Client
Contains a Reference Library, Job Aides, as well as all the Preserved Original Content
Benefits of The InfinityTLC Compliance Center... cont.
ABC BankBank 101XYZ Savings & Loans
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Unique Login
Profile Page with Department Identification
to manage the distribution to the intended audience
Courses/Policy Directives Page
with quick view of Open, Completed & Timeframes
Transcripts with Confirmation of Completion, Scores & Certifications
More features of the online InfinityTLC Compliance Center:
© 2012 InfinityTLC, LLC. All Rights Reserved.
InfinityTLC provides a practical solution to help turn your Client Updates and Directives into Real-World Training & Compliance.
© 2012 InfinityTLC, LLC. All Rights Reserved.