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Client Success

Session Bookings & Resources

Enhance your Platform Use with Personalised Support

Ryan Townsend

Client Success Co-ordinator

Louie Smith

Client Success Co-ordinator

Tailored guidance to help you navigate and utilise our tools effectively

We’re committed to helping you get the most out of our tools, which is why we offer free webinars and one-on-one sessions. Fully flexible and tailored to your needs, our support can range from quick reviews to in-depth walkthroughs whenever it suits you.

Browse the suggested topics, explore related resources and book your session below.  If you don’t see exactly what you’re looking for, feel free to book a ‘General Queries’ session instead, and Ryan or Louie will be happy to help.

Getting Started with the Platform
Getting Started with the Platform

(1 hour)

We’ll guide you through logging in, entering your credentials for the post-completion tools, and exploring the main features of the Search Acumen platform (including the new matter viewer), so that you can get started quickly and confidently.

Book a Session
Submitting Orders
Submitting Orders

(30 minutes)

Need help placing a search order? This session walks you through the process for submitting commercial/residential orders, shows you how to access drafts, and gives you the chance to place an order live with support. 

 

Book a Session
ForeSite Mapping Tools
ForeSite Mapping Tools

(1 hour)

Unlock the full potential of ForeSite Mapping. Learn how to navigate its most-used tools, apply keyboard shortcuts, explore advanced functions, and make the most of available data layers. 

Book a Session
Visualisation Tools
Visualisation Tools

(30 minutes)

Book an introductory session to Illustrative Map & Data Snapshot. Understand how they can help you present data in a clearer, more visual way and how to generate them with confidence. 

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Post-Completion
Post-Completion

(30-minutes)

Get a clear view of your post-completion workflow. Book a session with our experts for a tour of our centralised post-completion dashboard. 

 

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Portfolio Service (including the LA Document Reading Tool)
Portfolio Service (including the LA Document Reading Tool)

(30 minutes)

In this session, you’ll learn how to submit and manage complex sites using our Commercial Project Management tools, including making the most of the local authority document reading tool (REI) for streamlined, accurate project handling.

Book a Session
General Queries
General Queries

(30 minutes)

Book this session for help with any general questions about our platform, services, or products. 

Book a Session
We really value the hands-on, personal approach you take with our requests; it gives us confidence that we can reach out by email or phone, and you’ll have the answers we need.
Natalie Owen , Partner, Shakespeare Martineau

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