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.
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