eCOS from InfoTrack - Stand TBC

Contact Details

Level 11, 91 Waterloo Road, London SE1 8RT

O207 186 8090

It all starts with eCOS …

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.

More convenient, better information, improved compliance … it all starts with eCOS.

Logo Background Logo Background

eCOS from InfoTrack: Powerful Digital Client Onboarding – it all starts with 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

More convenient onboarding, better information, improved compliance… it all starts with eCOS!

Download a brochure - Resources

eCOS: Electronic Client Onboarding Solution from InfoTrack

eCOS: powerful digital client onboarding for law firms

Discover how to take weeks off your client onboarding process with eCOS: Book a complimentary demo Download our brochure