Skip to content

New Year, New Legacy: Unveiling Legacy Software's Latest Features

Written by

CTT Legacy Software

As we step into 2024, we at CTT Legacy are thrilled to announce that two innovative features will be going live on 29th January: the Business Management Dashboard and Case Tracking. These enhancements mark a significant shift, enabling a far more efficient experience for both professional advisers and your clients.

New Dashboard

We’ve reimagined the Business Management Dashboard to bid farewell to the conventional tile layout. In its place, you’ll now be greeted with a more intuitive and customisable interface featuring dynamic cards. This redesign not only enhances the visual appeal but also provides you with the flexibility to tailor your dashboard according to your unique business needs. It’s a leap forward in user-centric design, ensuring that Legacy adapts to your diverse requirements.

Case Tracking

One of the most anticipated additions is the Case Tracking feature, poised to transform the way you interact with clients. This feature aims to streamline the correspondence and reporting process, offering a cohesive and transparent communication channel. The Case Tracking feature ensures that every step of a case is efficiently documented, creating a seamless flow of information between you and your clients.

To delve deeper into this exciting new feature, check out our detailed article here.

Insight Webinar – Must attend!

To guide Legacy users through these transformative changes, we are hosting a webinar on January 26th. The webinar is tailored for you, providing valuable training to make the most of these innovative features.

If you’re as excited as we are about these developments, please register your interest to attend here.

As we bid farewell to the old and embrace the new, we at CTT are eager to bring you these latest features, ensuring you stay ahead in an ever-evolving technological landscape.

Get ready for a personalised, enriched Legacy experience and contact CTT Group to register for the webinar.

Learn More About The Full Range Of CTT’s Professional Services Here.