CONVEYANCING

eCOS: Electronic Client Onboarding Solution

A powerful digital onboarding solution, supplying everything you need to enable streamlined paperless client onboarding from one consumer-inspired portal.

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Powerful digital client onboarding

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

What is eCOS?

eCOS is your electronic client onboarding solution, providing a digital portal for combining the key onboarding processes within a single, unified platform. Streamlining how you obtain key client information to start a transaction, eCOS integrates the entire journey. 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 packs
Verification of Identity
Verification of Funds
Onboarding questionnaires
Law Society TA forms

eCOS APP

Your firm's fully branded digital onboarding app

Deliver an exceptional client experience with your firm’s fully branded digital onboarding app. Designed to obtain client onboarding data faster and achieve the highest standards of compliance, the state-of-the-art eCOS app is your go-to onboarding solution for your firm. In addition to the core eCOS services, you also gain access to:

Individual firm branding with your logo and colour scheme
Safe Harbour-compliant Digital Identity Verification
Digital Source of Funds checks using Open Banking

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Why you need a digital onboarding solution

The way consumers interact with services has changed. Most are looking for online services that make processes more convenient, efficient, and accessible. Rarely do people have printers and scanners, or the patience to wait for the post anymore. Electronic client onboarding solutions tackle all these expectations, connecting law firms with consumers with the benefit of bank-grade digital verification tools, electronic signature tools, and more.

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How it works

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

Create your workspace

Launch eCOS from your CMS or browser, selecting the tools you need for your transaction to create your workspace.

2

Upload documents

Use our unique file importer to upload and attach any client care documents that you need signed or completed.

3

Send to client

Invite your clients to complete the forms by sending a secure link to access the client portal directly from within InfoTrack.

half laptop displaying InfoTrack software, half different laptop somewhere else displaying Perfect Portal software

eCOS and Perfect Portal Integration

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

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Giving you visibility every step of the way

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.