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Introducing Linked Enquiries: collaborate with any firm
No more chasing email responses. No more copying and pasting Word documents. Never again losing track of who said what.
Linked Enquiries changes everything. We’ve launched a shared workspace that lets you collaborate with counterparty firms in real time, whether they use InfoTrack or not. Both sides see the same view, responses flow directly into your workspace, and you finally get the visibility you’ve been missing.
Join Chris Watt, Senior Product Manager, for a live demo and Q&A session where you’ll see how Linked Enquiries transforms enquiry management, including:
How the shared workspace replaces inbox chaos with structured collaboration
Inviting counterparty firms via secure Reply Code, even if they don’t use InfoTrack
Managing responses and attachments in one organised space
Maintaining control with full audit trails and timestamped records
How free guest mode works for non-InfoTrack users
Chris will demonstrate the new workflow, show you how both firms collaborate in real time, and answer your questions about implementing this in your practice.
Whether you’re frustrated with endless email threads or want to speed up matter progression, this is your chance to see the solution in action.
Can’t attend live? register anyway to receive the recording on-demand!