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. Now you can do it all in one convenient platform with eCOS.

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 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. It does all the hard work for you and gives your clients one seamless experience.

What is eCOS?

eCOS is an electronic client onboarding solution, providing one digital portal for combining key onboarding processes in a single platform. Streamlining how you obtain essential client information to start any legal matter. eCOS ensures your clients can access and complete information from anywhere, any time, on any device.

Bringing together everything you need to digitally onboard your clients, eCOS includes:

Client care letters & Terms of business
Onboarding questionnaires tailored to your matter
Law Society TA forms
Verification of Identity
Verification of Funds
AML checks
Electronic signatures

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.

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's Safe-Harbour compliant.

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.

Take the next step

Unsure how to make a start in improving your onboarding processes? Download our full eCOS brochure to find out more.

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eCOS and Perfect Portal Integration

Using eCOS via our integration with Perfect Portal means you can benefit from extensive additional features that further streamline your interactions with customers, including:

SRA & CLC compliant quoting tools,
Invoicing and payment management
Smart customer communications via live chat and automated notifications
Secure document sharing

Book a Demo

Case study: eCOS with Hannah Solicitors

Wasim Akhtar, Senior Partner at Hannah Solicitors, discusses how adopting eCOS from InfoTrack has enabled them to scale their business and optimise the client onboarding process.

Integrating with Perfect Portal and their CMS, they have since digitally onboarded over 1,000 clients, maximising speed, security, and efficiency.