eCOS: Electronic Client Onboarding Solution

Your client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring that you meet your KYC and AML requirements. And you'll only ever be billed on use.

Digital onboarding, the faster, more compliant way

Law firms have to deliver exceptional client experiences, operate efficiently, and comply with increasingly strict KYC and AML regulations. Digital tools have significantly improved and sped up this process but often require you and your customers to use several systems or compromise on quality.

eCOS is one easy-to-use digital client onboarding platform for both you and your clients that includes matter-specific client questionnaires, digital ID and AML checks, online TA Forms, and Source of Funds and Wealth information gathering, with eSignatures built-in. It does all the hard work for you and gives your clients one seamless experience.

eCOS screen mock ups in desktop, laptop, and mobile app to show user interface for client onboarding solution

The eCOS Payment on Use Promise

Only pay for onboarding that happens, when it happens.

No up-front fees, no hidden fees, no additional extras. And you’ll only be charged for onboarding when your client completes one of their onboarding tasks and not charged if they don't.

With our eCOS payment on use promise, you'll never have to chase refunds if your clients don't onboard. Billing will only be triggered when your client completes one of their onboarding tasks, such as Verification of Identity or Funds, an AML check, signing an engagement letter, or completing any of their onboarding forms.

We’ve also created two flat fees for Conveyancing and Private Client, that means you always know exactly how much you’re paying to onboard each party.

Discover how you can save

The benefits of using eCOS

eCOS provides you with a client-friendly portal that reduces your onboarding time from two weeks to two days. When you use eCOS, you can access:

Everything in one place

Complete client onboarding from a single platform. Onboarding questionnaires, licensed Law Society TA forms, client care packs, and identity and financial checks are available within a single platform to streamline the process. Integrations with CMS and Perfect Portal make the process even easier too.

Pay on use

Never again will you need to pay for an unused onboarding , or chase up a refund. With eCOS, you'll only ever be billed when a client completes one of their onboarding tasks.

Manage risk better with Verification of Identity and Funds

A powerful suite of bank-grade electronic verification tools to authenticate your clients to prevent identity and financial, including identity and document checks, AML checks, and verification of funds.

One-click AML for an additional layer of confidence

Order an AML report at the click of a button. eCOS uses data taken from the ID check process to provide faster, more reliable AML checks against that identity including PEPs and sanctions, with ongoing monitoring at no extra cost.

A way to evidence your compliance with ease

Providing evidence you are meeting your compliance requirements is easy with a complete audit trail and advanced reporting to support CQS assessments and PII renewals.

The eCOS app: digital onboarding in the palm of your hand

Your own fully branded digital onboarding app provides individual firm branding with your logo and colour scheme, giving your clients the best experience from the start - and it meets the HMLR Gold Standard.

Visibility across every transaction

A unique dashboard gives you complete oversight across all new transactions across your firm, enabling you to track onboarding and Know Your Client progress at a glance.

InfoTrack eCOS onboarding pricing package table showing property and non-property price comparison for services

Simple, flat fee pricing

Having all your essential client onboarding tasks in one platform is faster and more convenient. So we've made sure our pricing provides the same convenience, with a simple two-tier flat fee pricing model.

Offering two options, one for conveyancing transactions and another for non-property clients, you can choose the option that best fits your needs.

And with our eCOS payment on use promise, you'll only pay for a workspace once a client has used it, so your accounting team spends less time reconciling.

Find out more about eCOS pricing

Optimising client onboarding for law firms

Listen to how eCOS is helping firms scale their client onboarding process. Hannah Solicitors share how they've onboarded more than 1,000 clients through maximised speed and security, and Bell Lamb & Joynson say it's a no-brainer that means clients are being onboarded in as little as one hour.

Why clients love onboarding with eCOS

"InfoTrack UK eCOS game changer. I sent my client the Protocol Forms using InfoTrack and received them back, and didn't have to wait weeks for my client to return the signed and completed forms which has saved time."

Rubina Ferreira

Woodstock Legal Services

"eCOS has been a fantastic addition and massive time saver. We are getting clients completing the forms and having them returned in 20 minutes. Literally saving weeks and avoiding the need to print, post, complete, post back, scan in, process and then send to the other side."

Adam Fletcher

Ridley & Hall

"InfoTrack’s eCOS makes the ID checks procedure at Askews very simple and quick. With the addition of the new AML check feature, this has become even more convenient. In no time, you get a concise AML report. It’s very straightforward!"

Devanshi Sayanwar

Askews Legal

"A client can instruct at nine o’clock on a Monday morning and by lunchtime they're fully signed up - ID verified, source of funds sorted, and we're well underway. That used to take a couple of weeks!"

Richard Wollacott

Knights

Download to discover more about our client onboarding solutions

eCOS Electronic Client Onboarding Solution

Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring that you meet your KYC and AML requirements. eCOS is one simple platform for both you and your clients that includes matter-specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering. It does all the hard work for you and gives your clients one seamless experience. It all starts with eCOS

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Verification of Identity

eCOS’s Verification of Identity is a simple first step in ensuring your clients are who they say they are and that you can meet compliance obligations.

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One Click AML

One-click AML from eCOS is built into our comprehensive digital client onboarding solution, meaning that you can instantly order an AML check from information extracted from your ID check.

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eCOS Verification of Funds

With eCOS Verification of Funds, you can quickly and easily verify your clients’ Source of Funds and Source of Wealth

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eCOS Onboarding Forms

eCOS gives you smart digital forms, eSignatures, automatic alerts and reminders, and an easy-to-use dashboard to see at a glance every client’s progress.

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eBook

Digital Onboarding made easy

This practical guide to digital onboarding outlines the steps you need to take to elevate your client onboarding with eCOS.

Download your copy