Client Onboarding

Connecting everything you need from your client to open a transaction with ease. Within a single, user-friendly portal, it’s client onboarding made simple.

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Formed from a selection of powerful products that automate the process.

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An automated process removes the need to constantly key in data.

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A cost effective and faster method of gathering information from clients.

Law firms today need to ensure the user experience for new clients leaves a great first impression, because it counts. InfoTrack have created better connections so you can satisfy your clients without the need to invest heavily in resource or technology. Verification of identity, AML checks, care letters and property information forms are all provided within a single service and with everything automated, we add speed and efficiency to the process making it just that much more enjoyable for both you and your client.

Our Electronic Client Onboarding Service (eCOS) wraps together three key elements of onboarding into one and empowers you to set it all up without having to conduct multiple tasks. Setting it up takes just three simple steps:

  • Step 1 – Select which onboarding elements you wish to incorporate from ID verification, AML, Care letters and Property Information
  • Step 2 – Enter any missing client information that has not been populated from your CMS
  • Step 3 – Send the invite to your client from within InfoTrack

Your client will then connect to the system, using any device, and be guided through the information they are required to supply and complete. They will be asked to provide a ID and a selfie before our biometric technology confirms they are who they claim. Your client will then be able to accept your terms and conditions before progressing to complete information relating to the transaction and the property.

Electronic Client Onboarding Service has been built for law firms of all sizes and provides a cost efficient alternative to a process that can be costly to conduct independently.

Discover how to streamline your client onboarding process, request a demo today

 

Take a look at our brochures today and uncover the full range of products offered by InfoTrack.

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InfoTrack Conveyancing Services

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Post-completion with InfoTrack

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New Builds

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