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Technology that connects you, wherever that happens to be

eCOS is your electronic client onboarding solution. Providing a digital solution for tackling the key onboarding processes within a single, unified platform.

eCOS: Powerful client onboarding bringing together everything you need to onboarding your clients digitally

With eCOS, you have access to client care packs, verification of identity and source of funds solutions, onboarding questionnaires and Law Society TA forms, all integrated into your CMS. Our SignIT eSignature solution also enables clients to return forms electronically signed, cutting down the time it takes to receive documents.

eCOS is digital client onboarding technology for law firms, designed to remove the difficulty of securing the information you need for new transactions. Getting started with eCOS takes just three easy steps:

  1. Launch from your case management system or browser and select the tools you need in a dynamic order screen suitable for multi-services.
  2. Attach any client care documents through our unique file importer.
  3. Send the secure link inviting your client from within InfoTrack.

Harness the power of a digital front office and take weeks off your client onboarding process with eCOS from InfoTrack.