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Electronic Client Onboarding Solution (eCOS)

Delivering A Simplified & Modern Experience

Replaces inefficient and outdated steps with a faster, digital process.

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It all starts with eCOS

eCOS brings the current fragmented and often time-consuming process of collating essential ‘Know Your Client’ information, form filling and verification checks into a single journey on a platform inspired by the very people who use it.

With eCOS, you gain access to a unified platform that simplifies the process for both you and your clients. By automating various tasks, eCOS alleviates the burden of manual effort, providing your cleints with a seamless and user-friendly experience.

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A faster, safer and trusted solution to your client onboarding needs, eCOS not only enhances the productivity of your firm but it also delivers significant benefits to your clients.

By using eCOS, you can easily send a comprehensive onboarding pack to new clients in just a matter of minutes. This includes personalised client care letters, terms of business, TA forms, matter-specific questionnaires, and requests for identity verification.

Search Acumen works with globally recognised providers of digital ID technology, open banking solutions, and personal and corporate data to offer you precise and dependable digital checks. They are also fully compliant with the regulatory requirements established by the SRA, the Law Society, and HM Land Registry.

eCOS is a trusted onboarding solution used by numerous law firms to successfully onboard thousands of clients. Our pricing structure is uncomplicated, transparent, and tailored to suit your business requirements.

Benefits

The Highlights

  • One secure platform for all your onboarding needs
  • Integrated with Perfect Portal
  • Safe Harbour compliant
  • Law Society TA forms* can be completed digitally by your clients for a faster turnaround (*TA6, TA7 and TA10)
  • ECOS integrates with all leading CMS solutions.
  • Accessible on any device – the eCOS mobile app also supports NFC chip scanning
  • eSignatures – our SignIT technology enables your to sign documents electronically
  • Dedicated support team based in the UK
  • One-Click AML – Order an AML report at the click of a mouse

Functionality

The Features

  • Client care letters & terms of business
  • Onboarding questionnaires tailored to your matter
  • Law Society TA forms
  • Verification of Identity (HM Land Registry Safe Harbour)
  • AML Checks
  • Verification of Funds: Source of Funds & Wealth
  • Electronic signatures

More recently, we have become more involved in transitioning our clients to electronic onboarding and identification to meet modern expectations and to move with the times which Search Acumen has been instrumental!
Karen Chui , Nockolds

Servicing all of your onboarding needs:

Take a look at our other onboarding products we also have available within our platform

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Verification of Identity (VOI)
Verification of Identity (VOI)

Improve the security, compliance, efficiency, and cost-effectiveness of your client onboarding process.

Find out more
Verification of Funds (VOF)
Verification of Funds (VOF)

Effortlessly verify and analyse your clients’ Source of Funds and Source of Wealth.

Find out more
One-Click Anti-Money Laundering
One-Click Anti-Money Laundering

Order an AML check with a single click of your mouse during the onboarding process.

Find out more

Looking for a different solution?

Take a look at our other residential product lines

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Residential Conveyancing

A few examples of what else we offer

Looking for something else, or interested in what else our platform has to offer?  Here are a few products you may find of interest…

Due Diligence
Due Diligence

Top-tier due diligence services that are integrated directly into the same platform where you handle your other essential conveyancing tasks

Find Out More
Property Reports
Property Reports

Our streamlined reporting allows you to produce a report on title in just 15 minutes

Find Out More
AP1
AP1

Cutting-edge management software is designed to seamlessly interact with HM Land Registry

Find out more

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