AGENDA

The Onboarding Summit 2022

Helping law firms deliver brilliant client onboarding in the digital age

Sessions from legal industry experts including HM Land Registry, The Law Society, Amy Bell of Teal Compliance, and Rob Hailstone of Bold Legal Group cover the most pressing queries law firms face with client onboarding. Discover the technology solutions available and how to leverage them in your firm to reduce risk, increase productivity, and deliver exceptional client experiences in 2022.

Agenda at a glance

Scroll down for more detail on each session.

timetable of The Onboarding Summit agenda

 

8:30AM

Welcome

Welcome comments and introduction to The Onboarding Summit by Sam Jordan, COO at InfoTrack.

logos of Truelayer and GBG
8:40AM

Digital Verifications: Understanding the Tech

Find out about the technology behind Digital Identity and Source of Funds verification as the experts guide us through what their tech really does and how it works.

Speakers: Roger De'Ath from TrueLayer and Ophelie Aymonier from GBG; hosted by Eliz Alkaner

logos of Teal and Pen Underwriting
9:20AM

Onboarding, Compliance and AML Explained

Covering the risks and opportunities digital onboarding represents for compliance. As well as what solicitors need to be aware of to ensure they're protecting themselves and their clients.

Speakers: Amy Bell of Teal Compliance and Paul Crilly of Pen Underwriting

10:00AM

Great Onboarding Experiences: Feedback from the Frontlines

Speaking to the customer support agents on the frontlines of helping clients use digital onboarding solutions. Hear their unique stories, insights and advice gathered from thousands of client interactions.

Panel interview and audience Q&A with Nuno Barbosa, Aliyah Oke and Holly Schneider from the eCOS Customer Support Team, hosted by Louise Edwardes

Department for levelling up, national trading standards and perfect portal company logos on yellow patterned background
10:50AM

Upfront information: Accelerate client onboarding and grow your business

Engaging potential conveyancing clients early by partnering with estate agents is a big opportunity for solicitors. Industry changes are going to increase the importance of this channel. Experts discuss how to capitalise on the business opportunity and improve the client experience.

Speakers: Peter Rodd of The Law Society, James Munro of National Trading Standards, Simon Wilkinson of Propertymark, Rob Lawson of Perfect Portal

Logos of Bell Lamb Joynson, Knights plc, Gowen Stevens
11:40AM

Integrating onboarding into your CMS

Onboarding is an opportunity to capture a great deal of information that will be critical to managing both your relationship with clients and the business you do together. Here we explore what's involved in integrating your onboarding technology with your CMS for maximum efficiency.

Speakers: Richard Wollacott of Knights Plc, Mike Leeman of Bell Lamb & Joynson, Cindy Westbrook of Gowen & Stevens, hosted by Rich Dibbins

logos of chapter law, taylor rose, hplc conveyancing and lucas & wyllys
12:20PM

Better onboarding: Case Studies with firms

Over the past couple of years digital onboarding has been embraced by law firms at a staggering rate. We'll hear from some of the solicitors that have been implementing these processes to understand their experience and benefit from their insights.

Speakers: Amy Church of Lucas & Wyllys, Julia Stygal from Taylor Rose MW, Bethan Howells of HPLC, Steven Van Der Poll of Chapter Law, hosted by Lisa Summerton

1:10PM

Digital onboarding: Where we are now and where we’re going

We're no longer discussing if you should be onboarding digitally, but how. What comes next? In this session, the experts share different perspectives on what's happening now and what's coming next that should inform your digital onboarding plans.

Speakers: Michael Abraham of HM Land Registry, Paul Crilly of Pen Underwriting, Rob Hailstone of Bold Legal Group, Paul Sams of Dutton Gregory, hosted by Sam Jordan

1:55PM

Closing

Thank you to all our wonderful presenters and guests delivered by Sam Jordan, COO at InfoTrack.

Meet our industry experts

Amy Bell, Teal
Amy Bell
CEO, Teal Compliance

Amy is the Founder of Teal Compliance and Teal Legal as well as the Author of Solicitors and Money Laundering and Compliance That Works (launching Spring ‘22). 

 

A Compliance Consultant with a passion for helping firms adapt to the changing legal landscape, she has many years' experience working with law firms, launching Amy Bell Compliance Limited in 2017 followed by Teal Compliance Limited in January 2018.  

 

Amy’s team supports law firms through consultancy services and training to help everyone in the firm understand compliance and how to apply risk management principles to improve client service and deliver efficiencies.  

 

Amy is a member and former Chair of the Law Society's Money Laundering Task Force, where she represents the solicitor's profession at Government and in Europe. She is also the author of the Law Society's Anti-Bribery Toolkit and their Anti Money Laundering Training courses.  

 

Amy is a regular speaker for the Law Society, the ARK Group, MBL Seminars as well as local Law Societies. 

Amy Church, Lucas & Wyllys
Amy Church
Managing Partner, Lucas & Wyllys

Amy is the Managing Partner at Lucas & Wyllys and heads up the Conveyancing Department. Studying her law degree at De Montfort University Leicester, Amy undertook her training locally before qualifying as a solicitor in 2009, at which time she joined the Lucas & Wyllys. She has been a partner at the firm since 2013.  

 

Amy is keen to keep up with the latest legal technology and, together with the office manager Robert Kemp, has considerably upgraded the firm’s technology over the past 3 years. 

 

Lucas & Wyllys is a high street practice established for over 150 years with offices based in Norfolk. Serving clients throughout East Anglia, the firm has a first-class reputation, and are very proud that more than 70% of the firm’s work comes from repeat business or by direct client recommendation.  

bethan howells of HPLC
Bethan Howells
Director, HPLC

Bethan is a Director and Licensed Conveyancer at HPLC Conveyancing. She decided to pursue a professional experience over the more traditional university route and began working at HPLC as an assistant on an ad hoc basis in 2012. By September 2013 she was working permanently as a conveyancing assistant and quickly became an invaluable asset to the firm and began studying for her own Licence in the same year. Bethan is a now a Licensed Conveyancer, having qualified in November 2020 and became a Director of HPLC Conveyancing early last year.

 

HPLC Conveyancing is a small, family run firm, and Bethan has always looked at ways to keep up with the larger conveyancing firm’s technologies whilst maintaining their small firm approach.

cindy westbrook of gowen and stevens
Cindy Westbrook
Senior legal conveyancing assistant and IT liaison, Gowen & Stevens

Cindy has worked for Gowen & Stevens for 22 years, and is the IT liaison between consultants and the firm. In her current role she has enjoyed implementing the digital onboarding procedure as it has significantly helped to reduce AML risks for the firm. Her ambition is to help keep the firm ahead of the curve in this competitive market.

 

Gowen & Stevens are well known for their expertise in property, wills & probate, family, corporate and commercial matters. They bring together a team with an impressive array of legal specialisms and a level of service that is renowned for being both personal and responsive.

headshots of Nuno Barbosa, Aliyah Oke and Holly Schneider
eCOS Customer Support Team
Nuno Barbosa, Aliyah Oke and Holly Schneider

Nuno Barbosa is the eCOS Support Team Leader at InfoTrack and he helps ensure the whole team delivers the quality customer service for the onboarding process. Nuno graduated from the University of Westminster in 2019 after completing his LLB Law degree.

 
Aliyah Oke is a law graduate and a valued part of the eCOS support team. She has a professional background in legal and compliance, with over 2 years’ experience as a paralegal.

 

Holly Schneider is another valued member of the eCOS support team, with a background in graphic communication and tech.

James Munro, National Trading Standards
James Munro
Senior Manager, National Trading Standards

James joined the Trading Standards profession in 1989 and spent many years as an operational Trading Standards Officer. He now leads the National Trading Standards Estate & Letting Agency Team, overseeing the regulation of estate agency work in the UK and the private rented sector in England.  

 

The team works closely with local authorities, redress schemes, professional bodies, industry and government in its aim to protect consumers and safeguard businesses in the property sector.  

 

James is a Chartered Trading Standards Practitioner, a Fellow of the Institute, a qualified coach and mentor, and a regular speaker at industry events. 

Julia Stygal of Taylor Rose
Julia Stygal
BUSINESS SYSTEMS TRAINING AND DELIVERY MANAGER, TAYLOR ROSE MW

Julia has recently been appointed Business Systems, Training & Delivery Manager within HR. She is responsible for managing a team of trainers to support the business with the effective implementation of business systems and change management processes. She is Agile PM qualified and brings a wealth of fee earning experience as a qualified solicitor, specialising in residential conveyancing for over 10 years before transitioning to work within operational services.

 

Taylor Rose has a proud heritage of over 100 years and a unique management structure that enables them to deliver on their philosophy of smart modern law.

Mike Abraham of HMLR
Michael Abraham
Interim Senior Product Manager, Digital Services, HM Land Registry

Michael Abraham joined HM Land Registry in 2019 and is the Senior Product Manager for Digital ID and Digital Signatures. He is a key member of the team responsible for recent developments to HM Land Registry’s digital signature policy and the introduction of the Digital ID Standard.

 

Within England and Wales, HMLR's responsibilities are to provide a reliable record of information about ownership of and interests affecting land and property; owners with a land title, guaranteed by the government; a title plan that indicates general boundaries.

 

Their ambition is to become the world’s leading land registry for speed, simplicity and an open approach to data.

Mike Leeman, Bell Lamb Joynson
Mike Leeman
Managing Partner, Bell Lamb & Joynson

Mike Leeman is a graduate of Sheffield Hallam University and the University of Sheffield.   

 

In 1996, he began his training contract at Bell Lamb & Joynson Solicitors, qualifying in 1998, becoming partner in 2001, and subsequently head of the criminal department. In 2018 Mike became the firm's managing partner.  

 

Mike is a criminal higher court lawyer with many years of dealing with individuals from all walks of life in the most difficult of circumstances, focused on honest and straightforward advice and support, with managing expectations being key to the client relationship.   

 

The father-of-two from Liverpool has a passion for customer service and building relationships, with a noticeable love for IT. As a consequence, he has driven Bell Lamb & Joynson to become an early adopter of new technologies with a focus on putting the client journey front and becoming award-winning for its client care.   

Headshot of Ophelie Aymonier, GBG
Ophelie Aymonier
Senior Account Manager, GBG

As a Senior Account Manager, Ophelie specialises in identity management, helping organisations to automate their onboarding processes by utilising technology and data to achieve the best customer experiences without compromising regulatory compliance or risk. Ophelie has experience working across multiple sectors and has worked both with clients and partners to deliver and combine solutions in a way that allows them to maximise the benefits of remote onboarding.
 

GBG is headquartered in the UK and with over 1,000 team members across 16 countries, working with 20,000 customers in over 70 countries. The company offers a range of solutions that help organisations quickly validate and verify the identity and location of their customers. Their market-leading technology, data and expertise help customers improve digital access, deliver a seamless experience and establish trust so that they can transact quickly, safely and securely with their customers online.

Paul Crilly
Head of Solicitors' PI, Pen Underwriting

Paul Crilly is responsible for leading Pen Underwritings team of technical solicitors’ professional indemnity underwriters, further developing the class as an established core specialism, and exploring opportunities to broaden our solicitor capabilities in terms of product, distribution and geography. 


Bringing over 25 years’ industry experience, Paul’s previous leadership roles saw him responsible for setting up and managing delegated authorities within PI-specialist brokers for solicitors and other professions. 

 
He brings prior experience at Howden UK’s professions and general liability business, having been Head of Solicitors at the acquired RK Harrison since 2012. Prior to that, he was an Executive Director of Professional Indemnity at Prime Professions and held a similar role at Alexander Forbes. 

 
Paul takes responsibility for continuing the team’s entrepreneurial approach, which has led to innovations such as two-year policies for solicitors.

Paul Sams, Dutton Gregory
Paul Sams
Partner, Dutton Gregory

In a career spanning over two decades, of which over 15 years have been in leadership positions, Paul Sams is Head of Property at south coast law firm, Dutton Gregory Solicitors. 

 

In addition to looking after his own portfolio of clients, Paul guides and looks after a 32-strong team, taking responsibility for the department’s business development and ensuring that morale, productivity, and client service have been maintained throughout the rollercoaster ride the UK property market has been on in the past couple of years. The result of which has been record billable hours, profitability, and success. 

 

In addition, Paul has written four books for the Conveyancing profession, delivered training online and in-person across the country, maintained a popular presence on LinkedIn, and been sought after for interviews in industry press on a wide range of professional subjects. 

peter rodd of the law society
Peter Rodd
Law Society Council member for residential conveyancing

Peter Rodd is the former Senior Partner and now consultant at Boys and Maughan Solicitors, a 15-partner high street practice based in east Kent. He is the Law Society Council member for residential conveyancing, Chief Assessor for CQS and a past chair and member of the Law Society Property Section Executive Committee and Conveyancing & Land Law Committee.

 

Peter is a former member of the CQS Technical Panel, the Law Society’s Money Laundering, Home Information Pack and E-Conveyancing Taskforces. He lectures on a variety of property-related legal matters and writes regularly for Property in Practice and other legal publications.

Richard Wollacott, Knights plc
Richard Wollacott
Partner, Knights Plc

Richard Wollacott is a Partner at Knights Plc and oversees the conveyancing team nationally, developing a strategy for growth and the systems to make this happen. He is a lover of all things tech-related to make the conveyancing process better for clients and the lawyer team alike.  

 

Knights is building the leading legal and professional services business outside of London with 1,000+ fee earners delivering high-quality services to over 13,000 business clients from 17 office locations across the UK. Conveyancing is an integral part of the business offering Premium Service conveyancing from all offices with a team of over 100. 

Rob Hailstone, Bold Legal Group
Rob Hailstone
CEO, Bold Legal Group

Rob Hailstone, an ex-residential property conveyancer with over 40 years' experience, formed the Bold Legal Group (BLG) in 2010. Rob realised that many law firms would need an extra pair of eyes and ears (and a louder voice!) to make sure they were kept fully informed and up to date with issues.

 

Rob has an extensive number of contacts in the legal profession, making sure that the BLG members are kept as fully informed as is possible with all relevant changes that will affect and have an impact on the way they work, advise their clients, and manage and run their firms.

 

The main aim is to empower BLG members to confidently embrace and exploit the new opportunities that the changing legal landscape creates and to ensure that clients have continued access to good efficient legal advice and help throughout England and Wales.

Rob Lawson, Perfect Portal
Rob Lawson
Senior Sales Executive, Perfect Portal

Senior Sales Executive at Perfect Portal, Rob Lawson uses his 20+ years of experience in the legal sector to show law firms the power of digital and how the latest legal technologies can help grow their business. His vibrant approach has driven the unprecedented growth across the UK in the use of Perfect Portal’s technology.  

 

Perfect Portal is the digital onboarding and client-centric solution for law firms. Enhance your client experience with a fully branded mobile app that supports every area of law with market-leading technology that is continuously evolving to ensure that our law firms remain one step ahead of their competitors. 

Roger De'ath Truelayer
Roger De'Ath
UK Country Manager, Truelayer

Roger De’Ath is the UK Country Manager at Truelayer, a role focused on leading the team that is getting new payments technology accessible for every online transaction. 

 

At TrueLayer, we build universal Open Banking APIs that allow companies to securely and efficiently access their customers’ bank accounts to share financial data, make payments and validate their identity. 


Open banking is already changing how consumers share financial data and increasingly how they pay for services through new fintech apps. The next wave is to use this technology for all online transactions - a massive change for the whole eCommerce landscape.

Simon Wilkinson, Propertymark
Simon Wilkinson
Main Board Director, Propertymark

Simon is Main Board Director at Propertymark and Senior Partner in the family land and estate agency practice. He started in the family estate agency business in 1981 and worked in various towns across the region. He qualified as a Fellow of the National Association of Estate Agents in 1992.  

 

He was a Board Director of the Relocation Agent network for 10 years - the largest group of independent estate agents in the UK. He was invited to sit on the Bank of England local panel as the property representative 2017 to current. 

 

He was co-opted onto the Government working group for Transaction Reform in 2017, elected to the Main Board of Propertymark as Director in 2019, and delegated the Government ROPA working group 2019. 

 

His firm has won over 20 of the various leading estate agency professional awards consistently since 1998 and was rated in the top 2% of the industry in the 2018 Rightmove/Property Masters. 

 

In 2020 The Wilkinson Partnership won Relocation Agent Network Platinum League for the entire UK. 

Steven van der Poll
Managing Director, Chapter Law

Steven is an accomplished Managing Director, familiar with optimising operational processes and implementing disruptive technologies across multiple global industries.

 

At the heart of his vision for Chapter Law is that clients receive exceptional legal services that can be trusted to be first-class and forward-thinking.

 

Steve’s passion lies in applying his knowledge coupled with innovative technology to provide a uniquely efficient experience, where the details are taken care of to ensure an optimum outcome for all our clients.