eCOS: Electronic Client Onboarding Solution

A powerful digital onboarding solution, supplying a virtual front office to enable streamlined paperless client onboarding.

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Provides a digital solution to the five processes required for onboarding new clients.

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Utilises bank-grade digital ID verification for enhanced Know Your Client processes.

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A consumer-friendly portal, accessible anywhere from any device, creating a virtual front office.

Law firms must balance an exceptional client experience with processes that drive efficiency and meet their compliance requirements. The client onboarding method for law firms is often a fragmented practise using up to five processes including sourcing information from multiple systems. Collating this information takes considerable administrative time and effort, often increasing the length of time for a transaction.

eCOS is your electronic client onboarding solution, providing a digital solution for tackling the key onboarding processes within a single, unified platform. Supplying law firms with a virtual front office, eCOS streamlines paperless client onboarding. Connecting law firms with consumers, you gain the benefit of bank-grade digital verification tools including verification of identity and source of funds, access to Law Society TA forms and onboarding questionnaires, as well as client care letters with electronic signatures through SignIT and more.

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 ordering 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.

If you are using eCOS via our integration with Perfect Portal, you will also benefit from access to a payment gateway enabling you to easily collect payment on account via Perfect Portal’s branded client app. Clients can make payment within minutes of receiving a notification on their app within a safe and secure environment, saving you the hassle of chasing the client for the initial payment on account and helping to speed up the onboarding process. 

“InfoTrack has helped us make the onboarding process smoother and more intuitive for clients. It has also reduced our reliance on post, enabling us to become greener as well as more efficient.”

- Rob McKellar, Head of CLS Strategic Growth & Residential Conveyancing, Slater and Gordon

Visibility where you need it

Transparency is essential for compliance, which is why eCOS ensures you have full visibility over the progress of the completion of client onboarding information. A unique dashboard gives you complete oversight across all new transactions within your firm, enabling you to track onboarding and Know Your Client progress at a glance. eCOS offers a user-friendly portal which consumers can access from any device, anywhere, speeding up the return of key information and taking weeks off your client onboarding process.  

Book a demo to see how you can embrace a digital client onboarding solution.


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