Intelligent client onboarding forms for law firms

Obtain the information you need from your clients to start a transaction with client onboarding and property information forms in one simple, sophisticated platform.

All your client onboarding forms in one convenient place

Getting the crucial information you need to start a transaction should be fast and simple for everyone. Typically, the process has been fragmented often with information missing or incomplete and time lost chasing your clients.

Our digital client onboarding forms are built into eCOS™, our digital client onboarding solution, so you can manage all your onboarding tasks in one simple platform. It makes the client relationship more convenient, more compliant, and complete.

Our smart forms give you access to licensed Law Society TA forms, matter-specific questionnaires, and client care letters and terms, all with eSignature functionality built-in.

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Which client onboarding forms are available within eCOS™?

Client care letters

Send client care letters and terms of business with through eCOS™ with InfoTrack’s proprietary SignIT technology built-in so your clients can electronically sign and return documents with DocuSign.

Matter specific questionnaires

Choose the forms you need based on the matter type so you have all the details you need for the task at hand. These include private client, property buyers, seller and giftors, and commercial clients.

Digital TA forms

Conveyancing clients can complete and sign licenced Law Society TA Forms, including the TA6, TA7, and TA10, digitally at no extra cost, you can get information about the property you need quickly.

Desktop and mobile mock up of InfoTrack eCOS smart forms with a blue and white interface of a digital property information form

Benefits of eCOS™ client onboarding forms

One place for all your information gathering from instruction.
Minimise the risk of missing information or incorrectly completed forms.
Smart pre-population of data for convenience, accuracy, and speed.
A simple dashboard to monitor your client’s progress.
eSignatures for all comms including client care letters and TA Forms.
Keep all onboarding forms, checks, and documents together with eCOS™.

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

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.

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