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