|Paramount Environmental choose Alpha Tracker|
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Wednesday, 28 July 2021
Monday, 26 July 2021
|*Two* new Alpha Tracker orders from asbestos consultancies today!|
Friday, 23 July 2021
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.
Thursday, 22 July 2021
FinAnalysis offers independent financial advice throughout Kent on many areas including:
- pensions and retirement planning
- equity release
- insurance protection
- wills and estate planning
- corporate financial planning.
If you'd like to get in touch with Marc, click here for contact details.
Wednesday, 21 July 2021
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
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.
Monday, 19 July 2021
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
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
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
|Read more at www.vistaarawills.co.uk|
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
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.
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
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 blog. Ransomware 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 exchange. Emails 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.
(the original story was posted by theregister here: https://www.theregister.com/2021/07/06/ransomware_4_new_square_chambers/)
Thursday, 8 July 2021
|The IAP now has a significant role with the UK Cyber Security Council|
Wednesday, 7 July 2021
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
Tuesday, 6 July 2021
|The latest HSG248 guide for Asbestos Analysts|
|Tracker Filer is your "personal robot", filing emails and attachments into Alpha Tracker|
Alpha Legal API now available - we can help you to automate your software with ID checks, secure document sharing and e-signatures
|Alpha Legal API now available|
- sharing a quotation and asking your client to agree to proceed
- asking your new client for ID documents (passport, driving licence, bank statement) so you can confirm their identity
- sending a contract for e-signature.
Monday, 5 July 2021
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 looks quite different to Windows 10!|
Friday, 2 July 2021
- 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.
|Double-click the Project Closed box to quickly close a project|
|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/
Thursday, 1 July 2021
|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/
|Have you linked your Alpha Tracker system to Xero? Contact us for a patch|
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
|Data relating to 1.6 million customers exposed|
- request ID documents from your client (never ask for these by email, email is not secure)
- share documents (don't send attachments - it's a really bad habit)
- sign documents electronically.
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.
Monday, 28 June 2021
|Some of the "CRM" features already in Alpha Tracker|
Testament Legacy Planning pride themselves on their ethical and professional approach to estate planning.
They specialise in all aspects of will writing, including:
- Lasting Powers of Attorney (LPAs)
- Asset Protection Trusts
- Inheritance Tax Planning
- Secure Document Storage
- Funeral Plans, and
- Estate Administration & Probate.
Thursday, 24 June 2021
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:
|The Alpha Tracker Technical Guide|
- adding, changing and removing system users (including client portal users)
- setting up the system for your lab
- working with different types of asbestos survey
- linking the Alpha Tracker diary with Google Calendars or Microsoft Exchange
- system settings - 100s of them!
- importing & exporting data
- Tracker Dashboard
- extracting and analysing data using the Alpha Tracker Query Writer
Wednesday, 23 June 2021
|"Easy-Show On Web" is a quick way to make lots of projects visible in the Client Portal|
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
|Accessing an old database from home can be very frustrating!|
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|
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!
|Jess is heading off on maternity leave|
Monday, 21 June 2021
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!
|Release 35.1 has a News dashboard showing our updates and blog posts|
Friday, 18 June 2021
- 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|
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
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:
"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"
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
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.