tlc law firms demo

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Each law firm typically receives 300+ policy directives each year.

These emails are typically bundled into “client updates”and distributed to staff within the law firm.

The notification and training process used by Law Firms for client policy directives is heavily built around collections of broadcast emails received from clients.


The current process carries significantrisk that if left unchecked may result in financial or reputational loss...

Managing the flow of this critical information can be overwhelming.

Is the staff receiving the notification?

UNDELIVERABLE Risks of email-only distribution include:•Staff Turnover•Email Overload•Cannot Confirm Receipt or Deletion•Cannot affectively Recall or Revise Emails•Forwarding Outside of Intended Audience can occur...

•SPAM Blocks•No Verification Report


More importantly, do they understand the new directive?

Typically the emails are written from the servicers perspective and devoid of

law firm needs.

Broadcast email may not effectively transfer information and

expectations from the law firm’s view.


Example of why effective communication is so important.


Secure and protected communication Scenario testing to demonstration understanding Reports track acknowledgment or receipt and/or

confirmation of policy understanding

Using InfinityTLC as the portal to distribute & track policy communication:

Benefits of InfinityTLC

Current Process

UNDELIVERABLE


Rapid Deployment on a Centralized Policy Database

Searchable - Find directives based on

Keyword search and/or Issuance Date

Organize directives by Client

Contains a Reference Library, Job Aides, as well as all the Preserved Original Content

Benefits of The InfinityTLC Compliance Center... cont.

ABC BankBank 101XYZ Savings & Loans


Unique Login

Profile Page with Department Identification

to manage the distribution to the intended audience

Courses/Policy Directives Page

with quick view of Open, Completed & Timeframes

Transcripts with Confirmation of Completion, Scores & Certifications

More features of the online InfinityTLC Compliance Center:


InfinityTLC provides a practical solution to help turn your Client Updates and Directives into Real-World Training & Compliance.

tlc law firms demo

Education