|Alpha Legal meeting planner, Zapier, Intellifo|
Look out for:
- a new Meeting Planner to help you to find a suitable time to meet your clients - ideal for Trustee meetings, for example, where there are many attendees, all with busy diaries!
- Zapier integration so that you can automatically send forms to clients and trigger Zaps when clients return information to you. Not sure what Zapier is? Take a look at this blog post or go to https://zapier.com/
- integration with the IFA tool Intelliflo so that you can share and sign documents via Alpha Legal direct from your Intelliflo portal
- a new way to send personalised ID requests to clients, to help those for whom the standard set of ID documents just isn't appropriate (for example, non-UK residents).
Each of these new features deserves a blog post in its own right, so watch this space for more information about how you can take advantage to improve your business workflow.