Wednesday, 28 July 2021

Welcome Paramount Environmental - our latest Alpha Tracker asbestos consultancy

Paramount Environmental (part of the Paramount Group) is the latest asbestos consultancy to choose asbestos software Alpha Tracker from Start Software.

Paramount Environmental choose Alpha Tracker

The asbestos professionals at Paramount can help with asbestos management in all aspects: asbestos surveys, asbestos removals, asbestos auditing and asbestos removals.  Alpha Tracker is the ideal product to help automate and streamline any asbestos business.

Welcome on board Paramount Environmental!  If you are unhappy with the service provided by your asbestos software supplier, do get in touch.  We'd love to hear from you.  We have special offers available for users of any competitor product and we guarantee customer satisfaction provided by our 24x7 support desk.

Monday, 26 July 2021

Two new Alpha Tracker orders for UK asbestos consultancies

It was great to find two new orders for our asbestos software Alpha Tracker in the inbox this morning!

*Two* new Alpha Tracker orders from asbestos consultancies today!

We'll blog more info in a few days to welcome the new users on board.

If we can help your business with asbestos software, do get in touch.

Friday, 23 July 2021

Meet the team - Tom Watkins

Tom is our Lead Software Developer whose current assignments have him developing in Alpha Anywhere and Node.js. Not that he is limited to just these! Tom is our "go-to" person when it comes to anything new, acting as a source of knowledge for the team on new software development tools.


Outside of work, Tom is keen on hiking, camping, working out and tabletop wargaming.

Thursday, 22 July 2021

Meet our latest subscriber - Marc Dellow

One of the latest financial advisors to sign up to Alpha Legal is Marc Dellow of Bexley-based FinAnalyis Ltd

FinAnalysis offers independent financial advice throughout Kent on many areas including:

If you'd like to get in touch with Marc, click here for contact details.


Wednesday, 21 July 2021

Are you making best use of Alpha Tracker's diary?

By far the easiest way to schedule your Alpha Tracker projects is to use Alpha Tracker's own diary. Especially if it is set to auto-sync with Google Calendars or Exchange Calendars so that staff can see their appointments on their mobile phones.

But if you are the person scheduling the work, are you aware of these great features to make your work with the diary easier?

Adding other people - When booking a job in for multiple people, you don't need to make multiple appointments. Simply make one appointment but use the Add other resource link to specify the other people whose diary the appointment should also be added to. And if you also tick Link Appointments, if you ever need to move these appointments, you can just move one of them - the linked appointments will automatically move to the same date and time.

Splitting appointments into individual days - Some work needs to be scheduled over a number of days but isn't a continuous block. Book this in quickly by selecting the start and end date and time in just one appointment and then ticking Split into daily appts? The diary will automatically create separate appointments for each of the days in the date range using your standard working hours.

Linked appointments and daily appointments



Tuesday, 20 July 2021

8,000 clients protected by Alpha Legal!

Alpha Legal has hit another milestone! There are now 8,000 clients benefitting from the easy, safe and secure transfer of ID documents within Alpha Legal. 

Don't risk asking your clients to send their passport, driving licence or bank statement by email. It isn't safe for your clients and puts your reputation at risk if the email server is compromised.


In the "new normal" of remote working, and fewer face-to-face client meetings, Alpha Legal provides the tools you need to securely request, capture and send ID documents as part of the client on-boarding process.

Alpha Legal's forms & messaging gives you a secure way to request information from your clients. It is designed specifically for businesses and advisors dealing with clients. So if you are a solicitor, will writer, estate agent, accountant or IFA, and you exchange or share sensitive information with your clients, then try Alpha Legal. Registering is quick and easy, and with our 24x7 support we're always here to help.

Well done to Tom!

Congratulations to Tom for winning our office Euro 2020 sweepstake.

Here's Tom looking somewhat dubious about receiving his prize!

Tom showing off his prize



  

Monday, 19 July 2021

Last call for ideas for Release 36 - what would you like to see?

Asbestos software Alpha Tracker is about to be updated again.

Release 36 is currently at the BETA stage - with new account management features in the CRM section and other enhancements. 



Is there anything that you would like to see in the next release? Let us know your suggestions and ideas for improvements. We want to hear from you!

Friday, 16 July 2021

Coming soon - how to collect ID when your client doesn't have a smartphone

Using Alpha Legal’s secure forms & messaging, you can request ID documents such as passports and driving licences securely and with a single click. Clients need only to photograph or upload their documents and capture a short video of themselves. 

But what if your client doesn't have a smartphone? How can you get them to upload their documents?

Nobody wants to return to the old world of scanning and emailing or posting documents. So coming soon in Alpha Legal is a new option to let you complete the ID form on your client's behalf.

You will be filling in the form and photographing the ID provided by the client on your own smartphone. Your client will then simply sign to confirm the documents. Easy. Safe. Secure.



Thursday, 15 July 2021

Another hidden gem - the invoicing screen "Data Validator" button

Before you invoice a job, wouldn't it be great if you could know instantly that all the required information is in place? Well, you can!

With a single button click Alpha Tracker's invoicing "Data Validator" tells you whether the project is ready to be invoiced. It checks for the following:

  • PO number
  • invoice address
  • invoice recipient
  • client not on stop
  • project value greater than zero.

If all the answers are green, you're good to go. If any are red, check or fix these before raising the invoice. Simple!



Wednesday, 14 July 2021

Vistaara Wills & Estate Planning offer special Alpha Legal discount

Our latest Alpha Legal subscriber is Vistaara Wills & Estate Planning based in Canary Wharf, London.  Welcome, Vistaara!

Read more at www.vistaarawills.co.uk

Specialists in Wills, Trusts, Business Succession, Care & Powers of Attorney, Vistaara also has a sister company - Vistaara Financial Solutions - offering mortgage and independent financial advice.

Vistaara principal Sheetal Jethwa LLB told us how her business has bloomed during the transition from physical face-to-face interaction through to the virtual.  She regularly "meets" clients now only via webcam and Alpha Legal will play an important part in making her virtual business safe and secure.

Vistaara Wills are offering a special 10% discount to new clients who mention Alpha Legal - so get in touch today

Tuesday, 13 July 2021

The Case-fix buttons make quick work of editing survey data

Do you often find inconsistencies in the capitalisation of data in your surveys? Are some items written with initial capitals on each word and others entirely in lower case? Or perhaps it's the location description that varies - from "Store Room" to "Store room", and even "store room".

There's an easy way to standardise the capitalisation with Alpha Tracker's Case-fix buttons. There's one for items and a separate one for locations. 

With a single click the buttons will check every line of your survey data and case-correct the text for you. 

Such a useful timesaver! Find the Case-fix buttons on the Survey Data screen, below the list of survey items.


Get in touch if you have ideas for other time-saving features!


New Bank Account Details form coming soon

Keep a look out for a new form coming soon to Alpha Legal, the Bank Account Details form.

If you regularly ask your clients for their bank details so that you can transfer funds, then this will be a great form to use. It's secure too - providing a safe alternative to emailing attachments and the dangers of insecure email.

Not only will clients be able to send their bank account details securely, but they will also be able to upload a recent statement and sign to authorise. With built-in checks to verify the uploaded statement matches the bank account details provided, it will help to streamline your processes and ensure your clients' data stays secure.



Friday, 9 July 2021

Law firm hit by ransomware responds in a surprising way - will it have any effect?

A barristers' chambers hit by a ransomware attack has responded by getting a court order demanding the criminals do not share their stolen data.

Is a court order and privacy injunction the way to fight ransomware?

We've previously written about ransomware on the Alpha Legal blogRansomware is evil - hackers deliberately encrypt files and data and only make them accessible by decrypting after a ransom has been paid.  Worst still, hackers often now demand two ransoms - the second as a blackmail payment to prevent them from posting the stolen data on the web for all to see.

The Lawyer website reports that 4 New Square Chambers, which counts IT dispute experts among its staff, obtained a privacy injunction from the High Court at the end of June against "person or persons unknown" who were blackmailing the firm.  The hackers, who targeted the firm a month ago, were demanding a second ransom to expose all of the stolen data. This could be catastrophic for the firm involved.

At Alpha Legal, we are aware that email is often a point of entry for ransomware.  We urge all businesses, especially those in the legal sector, to avoid using email for sensitive data exchangeEmails are simply not secure enough and email servers are prone to attack.  Once compromised, a hacked email server is an easy route in for hackers to exploit and a ransomware attack is often the result.

Apply for an injunction is an interesting tactic but it is difficult to see how it could work.  These are criminals, after all, and the very act of demanding the ransom payment is surely demonstration that the injection will simply be ignored?  This is going to be an interesting story to follow and we'll blog again if the outcome of this sorry tale becomes known.

In the meantime, if you are worried about ransomware and use emails for exchanging sensitive data with your clients, switch now to Alpha Legal.  You can sign up risk-free in moments.

(the original story was posted by theregister here: https://www.theregister.com/2021/07/06/ransomware_4_new_square_chambers/)

Thursday, 8 July 2021

IAP awarded Founding Member status of the UK Cyber Security Council

The Institution of Analysts and Programmers - the UK's foremost professional body for software developers - has been awarded Founding Member status of the UK Cyber Security Council.

The IAP now has a significant role with the UK Cyber Security Council

Start Software director and Alpha Legal founder Robin Bennett is a Fellow of the IAP with a specialist interest in cybersecurity in software development.  This new link between the IAP and the UK Cyber Security Council will strengthen Start Software's ability to build secure software in the future.

Want to read more about Alpha Legal's approach to security?  Click here.

Wednesday, 7 July 2021

Allium Environmental is now offering mobile asbestos air testing via Alpha Tracker

Allium Environmental has just announced new mobile asbestos air testing services throughout Southern England and Wales.

Congratulations Allium on the launch of your new mobile air testing services

Allium join lots of other Alpha Tracker asbestos software users who are offering air monitoring and air testing services in addition to asbestos surveying and reinspections.  Get in touch if we can help your asbestos consultancy, too.

Email-related security incidents at 93% of organisations in last 12 months - use Alpha Legal instead

Here's a frightening statistic:


This report makes scary reading - businesses are still using email for sensitive data

The 2020 Outbound Email Data Breach Report has found that growing email volumes and stressed employees are causing data breach risks to rise.  Using emails for sensitive data is really not a good idea - emails are not secure.  

Alpha Legal is a solution to this problem.  It is an easy-to-use, secure client communications platform.  It's also affordable and popular with clients.  Give it a go, risk-free, by registering here: https://www.alphalegal.co.uk/

Tuesday, 6 July 2021

We're working on a new personal asbestos monitoring app - let us know what you want to see in it

Now that the new HSE HSG248 publication "Asbestos: The Analysts' Guide" is available, we're pulling it apart to build our new personal monitoring app within asbestos software Alpha Tracker.

The latest HSG248 guide for Asbestos Analysts

Get in touch if you have ideas or requests for the new app.  We'd love to hear from you.

New version of Tracker Filer in beta test - it's a cracker

The latest version of Tracker Filer is nearly ready.  We're excited!

Tracker Filer is your "personal robot", filing emails and attachments into Alpha Tracker

Think of Tracker Filer as your email robot helper for asbestos software Alpha Tracker - it reads emails and files them in the correct folder.  It's always worked for quotations and projects (it reads the emails looking for quote references and job numbers) but we've added an amazing new feature.

It also now works for general emails sent to your clients, even those not related to a specific quote or project

For example, if you send a general "how's business" email to a key client, it will now intelligently file that email against the contact record in Alpha Tracker and update the new Account Management screen.  That means you can tell, at a glance, which key contacts need some attention and which you are overloading with spam!

We'll blog again soon when the feature is ready.  AI robots are here to stay!










Alpha Legal API now available - we can help you to automate your software with ID checks, secure document sharing and e-signatures

We now have an API available within our incredible Alpha Legal secure communication platform.

Alpha Legal API now available

The API can be called from your software system to securely automate key activities.  For example,
Contact our friendly development team to discuss your requirements.  We're easy to work with and very cost-effective.  

Alpha Legal - easy, safe & secure.

Monday, 5 July 2021

#ActionMeso YouTube video available

If you didn't manage to catch the mesothelioma #ActionMeso event on Friday, you can now watch it back on YouTube:


We're supporters of Mesothelioma UK, a wonderful charity that supports UK mesothelioma patients and their families.  Do support them too if you can (most Alpha Tracker asbestos consultancy clients support them in one way or another).  Mesothelioma is just one of the dreadful asbestos-related diseases that the whole asbestos industry is working to eradicate.

Windows 11 is nearly ready - we're busy testing our software now

Microsoft is expecting Windows 11 to be ready for public release soon.  

Windows 11 looks quite different to Windows 10!

Windows 11 is a major update to Windows 10 and so we are testing all of our systems on pre-release copies of Windows 11 now to ensure that you can update your systems when you ready without disruption.

Friday, 2 July 2021

Reminder! Close old projects in Alpha Tracker for best system performance

Are you guilty of finishing jobs in Alpha Tracker but leaving them "open" forever?  Don't worry if you are, it's easy to sort and the benefits of closing old jobs are huge!

It's so easy to close a completed project and there are lots of benefits:
  • key screens will open more quickly

  • asbestos surveyors will get faster updates to Tracker Mobile

  • you will be sure to invoice every job because you can't close a chargeable project unless the invoice has been raised.
The quickest way to close an individual project is to double-click the Project Closed box:

Double-click the Project Closed box to quickly close a project

You can also use "EasyClose" https://blog.start-software.com/2021/02/easy-close-feature-in-alpha-tracker.html or - if you're really stuck for time - ask us to batch close projects for you as a one-off.

Cyber security “here to stay” says Alpha Legal founder

Today's Wills and Probate have published an in-depth interview with Alpha Legal founder and Start Software director, Robin Bennett.

Cyber security "here to stay"

The key takeaway from the interview is that cybersecurity is here to stay and will be an increasingly important aspect of every legal services business.

Read the whole interview here: https://www.todayswillsandprobate.co.uk/main-news/cybersecurity-here-stay-alpha-legal-founder/

Alpha Tracker asbestos consultancies see 20% growth in June

We've just checked the Alpha Tracker (asbestos software) monthly statistics, and it looks like June 2021 will be a record month for many asbestos consultancies.

Overall, across our entire asbestos consultancy client base, project throughput is up nearly 20% in the month.

June 2021 up nearly 20% compared to May

Thursday, 1 July 2021

Ayerst Environmental complete their Alpha Tracker Air Monitoring training

Many congratulations to the Ayerst Environmental asbestos professionals who completed their Alpha Tracker Air Monitoring training today!

Some of the amazing Ayerst Environmental asbestos consultants

Ayerst Environmental focus on compliance, reliance and value and we are so pleased to be their software partners.  Find out all about their asbestos air fibre monitoring services here https://www.ayerstenv.com/services/air-monitoring/

Patch available for Xero invoicing problem

We had reports today of problems transferring Alpha Tracker invoices to Xero.

Have you linked your Alpha Tracker system to Xero? Contact us for a patch

Looks like Xero made a small change to their API which caused some Alpha Tracker clients an issue when exporting invoices.  That's resolved now and we've made a patch available to fix the problem.

Please contact our support desk (UK or Aus/NZ) to get your system patched.

Wednesday, 30 June 2021

We're supporting #ActionMeso - join us in the fight against Mesothelioma and other asbestos-related diseases

Help us to raise awareness and eradicate asbestos and asbestos-related diseases such as Mesothelioma.  Join #ActionMeso today! https://actionmeso.org/

The Start Software team and their #ActionMeso selfies

Alpha Tracker manages asbestos in more than 4 million buildings worldwide.  We have been producing quality asbestos software systems for two decades to help consultancies to find asbestos in buildings and make it safe.  Contact us here (UK or Aus/NZ) we can help your organisation manage asbestos, too.

Tuesday, 29 June 2021

Another reminder to take care of customer data - Mercedes-Benz hits the headlines

We all know how important it is to take care of your client data.  If you've already subscribed to Alpha Legal, you've already taken a huge step forward with the security of your business. 

Even the biggest companies can make a mistake and expose their customers to the risks of identity theft.  The latest company to hit the headlines is Mercedes-Benzhttps://www.tomsguide.com/uk/news/mercedes-benz-data-breach

Data relating to 1.6 million customers exposed

How can you protect your clients, business and reputation?  Use Alpha Legal's secure communications tools to:
If you ever need advice or help about cybersecurity, get in touch.  We're experts here at Alpha Legal and we're here to help, 24x7.


Be alert - a slow-running system could be a danger sign

It's frustrating when your system isn't running as quickly as normal.  Even so, it is sometimes tempting to see if the problem "goes away by itself" rather than give us a call.  We want to know if your Alpha Tracker isn't running as quickly as it should be because it may be a sign that something important, and potentially dangerous, is happening to your system.

Some causes can simply be technical - server issues, lack of disk space or even Internet problems.  However, some can be more sinister, and the earlier we know about the problem the quicker we can help and protect you and your business.

Hackers are constantly trying to find systems to exploit and Alpha Tracker is no exception.  A recent call to our helpdesk about a slow-running system resulted in us finding that a hacker had been trying (and failing) to gain access and it was their attempted breaches that had slowed the application down.

A slow-running system can be the sign of a hacking attempt - don't ignore it

Alpha Tracker is a secure system with multiple levels of protection built-in.  Hackers will often try to break in for an hour or two and then move to an easier target. Even so, an early call to our helpdesk can give us the opportunity to see the hacking attempts and use that information to build extra protection into future Alpha Tracker Releases.

If your Alpha Tracker system starts running more slowly than usual, be alert and let us know! We're here for you 24x7 (click here for UK contact details, and here for Australia/New Zealand).

Monday, 28 June 2021

Account Management features coming next in Alpha Tracker

Alpha Tracker has a whole range of CRM* features baked-in but nothing specifically for Account Management - the process of keeping track of your key clients and the contact you have with them.

Some of the "CRM" features already in Alpha Tracker

Although Alpha Tracker is typically used by environmental consultancies and organisations with an asbestos problem to solve, it is also used by other types of company to manage day-to-day operations.  We even use it ourselves to run Start Software!

Account Management is one area we at Start currently manage by spreadsheet, but that should really not be necessary.  Working with some of our larger clients, we're now adding specific features and screens to help all users of Alpha Tracker to manage their key accounts.  A few more spreadsheets will be able to go to the Recycle Bin - success!

Get in touch if you have ideas to make Account Management work well in Alpha Tracker - we love to hear from you.

*CRM is Customer Relationship Management - tracking calls, tasks, contacts, activity, even quotes & sales

Testament Legacy Planning - our latest Alpha Legal user

A big Alpha Legal welcome to Stephen McNulty from Testament Legacy Planning - a national will writing and estate planning business based in Macclesfield.

www.testamentlegacyplanning.co.uk

Testament Legacy Planning pride themselves on their ethical and professional approach to estate planning.

They specialise in all aspects of will writing, including:

Stephen & colleagues welcome contact from new clients - get in touch here.

Thursday, 24 June 2021

Quick Start "Action Tiles" coming soon

Look out for the new Quick Start feature on the home page coming soon. 

Look out for the "Quick Start" Action Tiles - coming soon

The Action Tiles will give you quick access to:

We've got more updates coming up in July, so do keep an eye on the Alpha Legal blog and our LinkedIn feed.

Alpha Tracker Technical Guide updated

We've updated the Alpha Tracker Technical Guide and the latest version is available to download from our support website.

The Alpha Tracker Technical Guide

The Technical Guide is a really useful document for system administrators who can adjust how our asbestos software works in 100s of different ways.  We've built Alpha Tracker to suit every asbestos consultancy or property-owning business and the Technical Guide explains how each of the settings affects how the system works.

The manual covers (amongst others):

Download the latest guide here: https://www.start-software.com/support/manuals/

Wednesday, 23 June 2021

Quick way to push lots of projects to the Client Portal - "Easy-Show On Web"

The Client Portal is one of Alpha Tracker's most popular features. 

Unlike our competitors, we don't charge for the Alpha Tracker Client Portal.  It is built-in, costs you nothing (but you can charge for it if you want, don't forget!) and is a really useful tool for clients to track projects, request new work, view live asbestos registers, and much more!

You are in control of which projects/reports appear on the portal.  You can simply click the "Show on web" checkbox on a single project or, if you have lots to update, why not try the menu option "Easy-Show On Web".  You'll find it in the Projects menu.

"Easy-Show On Web" is a quick way to make lots of projects visible in the Client Portal

You might be wondering why we don't show all projects on the portal by default?  We believe that you should be in control of what your client sees.  With Alpha Tracker, you are in control of the system and the data belongs to you.  If you have worked with any of our asbestos software competitors, you'll understand why this is so important!

Document sharing direct from Countrywide Legacy in beta test

Our latest Alpha Legal integration with the awesome Countrywide Legacy will-writing & instruction-taking software is now in beta test.

Another connection between Countrywide Legacy and Alpha Tracker is on its way

Countrywide consultants using their Legacy software can already securely request ID from new clients via Alpha Legal. Very soon, they will also be able to share documents for review & approval or even for electronic signatures!  And all within the Countrywide Legacy software and at the touch of a button.

Here are some screenshots to whet your appetite:

Look out for the new "Files" button to select the documents to share

The software intelligently lists files for you to select


You can easily see the status of each file - including e-signatures

Countrywide Legacy confirms that Alpha Legal has securely shared the document

The notifications feature in Countrywide Legacy keeps you informed

For more information, contact the Systems team at Countrywide Tax & Trust Corporation.

Tuesday, 22 June 2021

Old database system? Struggling to access it from home? We can help you work in the "new normal"

Before working-from-home became the "new normal", many businesses used Microsoft Access or Alpha Five database on their office network.  These server-based file sharing systems work well when you are in the office and physically close to your server, but are really difficult to use when you are working remotely.

You might have set up a remote control product (LogMeIn or similar) or your IT people may have given you access to the server via RDP.  But neither solution is very practical and may not be secure.  These solutions can also be slow and very frustrating!

Accessing an old database from home can be very frustrating!

It looks like the #newnormal is here to stay so now is the time to act and upgrade your old databases to work in a web browser.  We can do this for you in a way that is risk-free, cost-effective and probably less time-consuming than you imagined.

We take your old database and convert it to run as a secure, fast and easy-to-use browser-based system.  That's right - you will be able to do all your work from inside your browser with no other software to install or run.  It's as easy as that!

Get in touch today to discuss your requirements.  We can normally give you a quote same-day and explain all of the steps required.   


It's "Love your lungs" week. Such an important cause and a great opportunity to raise the profile of your asbestos consultancy

It's Love your Lungs week!

The BLF website promoting Love your Lungs week

This week-long campaign to raise awareness of lung disease by the British Lung Foundation is an opportunity to support the Foundation financially with a donation.  

Why not join forces with the campaign to raise awareness of the great work that your asbestos consultancy does in the ongoing quest to find all asbestos in buildings and to make it safe.  Alpha Tracker manages asbestos in 4 million buildings worldwide but that's a drop in the ocean - this is a marathon and not a sprint!



Good luck Jess with baby #2!

It's Jess's last week before she goes on maternity leave.  We'll all miss her and we wish her good luck!

Jess is heading off on maternity leave

You're sure to have spoken to Jess when you call the Start Software support line either for Alpha Tracker queries or a question about Alpha Legal.

If you want to catch her this week before she leaves, call her on 0333 301 1010 or email her by clicking here.

Monday, 21 June 2021

Another system is linking to Alpha Legal - "Old MacDonald" might be the next Alpha Legal user!

Alpha Legal has direct links to a number of systems including Countrywide Legacy from Countrywide Tax & Trust Corporation, and the consultant software used by the innovative team at Legacy Legal (read more here).

We're just adding a new software link, thanks to a request from a client, and this one is a bit different!

The Greenfield system is not will-writing software, an accountancy system or even a package used by IFAs.  In fact, it is a system used by animal feed manufacturers supplying farms all around the UK.

The Greenfield system now has a direct link to Alpha Legal

We've just added a link between Greenfield and Alpha Legal so that contracts can be sent to farmers for e-signature straight from the Greenfield system itself.

Can we connect the software that runs your business to Alpha Legal to share & electronically sign documents?  Get in touch!  

Alpha Tracker Release 35.1 is now available

We've just published a minor update to asbestos software Alpha Tracker.

This is Release 35.1 and is the update to Release 35, published last month.

Release 35.1 has a News dashboard showing our updates and blog posts

Mainly a bug fix and performance update, there is a cool new feature to help you to keep updated with the latest Alpha Tracker news.  You'll see the News dashboard on your home page.

Friday, 18 June 2021

New "Silver Standard" ID check available

We've added a new form of ID document request to Alpha Legal, called the "Silver Standard".

Sitting between Basic/Bronze and Gold Standard is the new Silver Standard ID document check.  This requires:
  • photo ID (eg a passport or driving licence)
  • a single proof of address (eg a utility bill)
  • a bank statement, and
  • the client's signature.
Alpha Legal now has a "Silver Standard" ID document request option

This check costs just 10 credits and is ideal for IFAs, estate agents and will writers needing to verify the identity of the client without needing the "liveness check" provided by the Gold Standard video.

Alpha Legal is used by 100s of estate planners, will writers, accountants, solicitors and IFAs every day to communicate securely with their clients.

Extract data, create reports, analyse your business! Try Alpha Tracker's Query Writer

You don't need to be a rocket scientist! Alpha Tracker has a really easy-to-use way to extract data, create reports and analyse the data behind your business.

Say hello to the Query Writer! Pick the information you want to extract, set your filter and decide how to sort the data - easy! You can output to screen or to Excel for further analysis or for printing.

Alpha Tracker's Query Writer is super-easy to use

You'll find the Query Writer in the Reports menu. Let us know if you need any help! We're here 24x7 for you.


Thursday, 17 June 2021

Meet our latest Alpha Legal subscriber - Gerard James Estate Planning Ltd of Leicester

The latest estate planning & will writing business to register with Alpha Legal is Gerard James Estate Planning Ltd based in Evington, Leicester.

What a great website with lots of estate planning information

Gerard James offers a full range of estate planning services including:

Here is one of their excellent testimonials:

"Gerard is well qualified and extremely knowledgeable. He undertakes a thorough and detailed review of your circumstances ensuring that the final will document exactly mirrors your requirements. With his excellent manner and attention to detail it is a great relief to have finally completed this task which I had been putting off for so long"

Comments like this are very reassuring and Gerard James welcomes contact from new clients.  Click here for contact details.

Still using spreadsheets to track your reports? Try the Alpha Tracker Projects Dashboard

Our Alpha Tracker trainer Kim has been working with new asbestos consultancy clients this month to help them to streamline their processes.

There's a brilliant Projects Dashboard in Alpha Tracker which has enabled some to drop all of their tracking spreadsheets.  Take a look for yourself, you'll find it in the Projects menu:

The Alpha Tracker Projects Dashboard

Drop Kim an email if you want any help with your Alpha Tracker installation, she'll be glad to help.

Wednesday, 16 June 2021

How to follow up quotes & enquiries in Alpha Tracker

Once you've logged an enquiry or generated & sent a quote in Alpha Tracker, how do you record the follow-up calls and emails afterwards?

It's easy in Alpha Tracker to keep on top of your live enquiries and open quotes.  The main enquiry and quote lists show you the current status, completely automatically and colour-coded so that you know which to chase next:

Alpha Tracker shows you which enquiry or quote to chase next

To record your follow-up call or email to your client, click the number of follow-ups, and a window appears so you can do it with just one click:


 Do you have any questions?  Get in touch!  We're here 24x7 for you.