eCOS: Electronic Client Onboarding Solution
A faster and more compliant way of onboarding clients
Conveniently and securely onboard clients to meet your KYC and AML requirements, whilst enhancing your client experience. Build a strong client relationship from the start using the InfoTrack eCOS platform, with Osprey.
Convenient digital client onboarding
Mitigate risk
Bank-grade electronic verification tools to ensure identity and financial checks are authenticated.
Confidence in compliance
Easily provide evidence and audit trails that you’re meeting compliance requirements to support CQS assessments and PII renewals.
Modern convenience
Clients experience a modern and easy onboarding process using the eCOS mobile app and digital verification and data capture tools.
Watch the Osprey and InfoTrack Integration
InfoTrack offers a suite of digital conveyancing services from property searches to verification checks, AP1s, property reports, and more. When integrated with Osprey Approach, law firms have access to a powerful platform to deliver efficiency and quality digital conveyancing services.
InfoTrack electronic client onboarding features:
Digital data capture
Onboarding questionnaires can be sent to clients digitally, and tailored to your matter, to capture data from clients and reduce errors.
Verification of Identity
Authenticate your client’s identity quickly using bank-grade ID tools. Compliant with the SRA, Law Society, and HM Land Registry, facial recognition software authenticates against a passport to verify the ID.
Verification of Funds
Complete a full financial picture of your client’s source of funds and source of wealth easily using InfoTrack’s verification of funds solution. Open Bank technology streamlines how you obtain financial data and removes the admin burden of gathering bank statements.
AML checks
Easily complete anti-money laundering searches via InfoTrack to ensure you’re fully compliant.
Law Society TA forms
Access and complete Law Society TA forms quickly and easily in the eCOS platform.
Client mobile app
The InfoTrack fully branded onboarding app helps you provide a modern and convenient service to clients. Clients can complete ID checks, share data, and upload documents securely and quickly.
Find out more about the powerful InfoTrack integration
InfoTrack Services
Access and order a wide variety of searches, checks and reports through InfoTrack via Osprey’s case management solution. The InfoTrack forms are auto populated with data stored in Osprey and completed reports and files are saved back into the matter history to help you deliver an efficient and effective service. Centralise your conveyancing processes in one connected platform so you drive long term efficiencies for your firm.
InfoTrack products and service include:
Conveyancing Case Management Software
Automate the time-consuming and admin-heavy conveyancing tasks to save you time, reduce the risk of compliance errors, and to deliver quality client service. The Osprey conveyancing practice and case management software solution helps to digitalise and streamline your cases from initial enquiry and client onboarding, to post completion. Discover how you can streamline your residential and commercial property cases.
Conveyancing Resources
Six ways law firms can improve their conveyancing processes
Discover six ways you can streamline your conveyancing processes to save time which will affect your bottom-line and your clients’ satisfaction.
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How law firms can manage client expectations effectively
In episode 2 of our Build Better Habits webinar series we discussed how modern law firms can effectively manage client communications and expectations.
Find Out More
8 benefits that a client portal will provide your law firm
Learn all about the numerous benefits a client portal can give you how it will improve your client’s experience with your firm.
Find Out MoreOsprey integrates with your most loved business tools
Access better software support and an all-in-one solution
Upgrade your practice and case management system today, to Osprey, and make it easier to run your firm. Book an initial demo to see the software in action, get pricing details, and information on our implementation and data migration services.
