Elevating legal onboarding: Streamlined, secure and efficient

By Legal Futures Associate InfoTrack

Client onboarding stands as a pivotal process for enterprise law firms, serving as the bedrock for robust client relationships, streamlined data collection, and adherence to KYC and AML regulations. In today’s digital age, the demand for speed, convenience, and security has surged.

Traditional onboarding methods are often labour-intensive, time-consuming, and prone to errors. However, the convergence of innovative legal software and digital onboarding solutions is revolutionising this experience.

The benefits of digital onboarding

Enhanced Security and Compliance: In an era where money laundering and identity fraud pose significant risks, digital onboarding acts as a vital safeguard. Biometric verification eliminates the need for manual ID checks, thus reducing the risk of fraudulent activity while automated checks ensure compliance, providing a robust shield against potential violations.

Efficiency and Speed: Time is of the essence in the legal industry. Digital onboarding accelerates the process, minimising delays and enabling law firms to initiate matters swiftly. This efficiency not only improves client satisfaction but also enhances the overall experience.

Streamlined Workflows: Digital onboarding seamlessly aligns with law firms’ case and matter management software, offering one centralised, customisable system. This integration minimises redundancy and maximises productivity, allowing your team to focus on what matters most – delivering exceptional legal services.

Increased Reach and Accessibility: Digital onboarding enables enterprise law firms to extend their services to customers beyond their physical locations. Clients from different geographic locations can easily access and complete the onboarding process online, removing the need for them to travel to an office.

SOS Legal: Your partner in digital transformation

As enterprise firms increasingly seek a comprehensive case and matter management system that enhances the onboarding experience and integrates seamlessly with existing operations and workflows. SOS Legal stands at the forefront, offering customisability and seamless integration with innovative digital onboarding solutions like InfoTrack’s digital onboarding solution, eCOS and Perfect Portal.

eCOS integration: Revolutionising client onboarding

eCOS, InfoTrack’s complete onboarding solution, seamlessly integrates with SOS Connect, offering enterprise law firms an unparalleled onboarding experience. Key benefits include:

  • One Platform for All Your Onboarding Needs: With eCOS and SOS Legal, you gain access to a unified platform, eliminating the need to juggle multiple tools and systems to obtain crucial client information.
  • SRA, HMLR, and CQS Compliance: Ensure your firm remains compliant with industry regulations and due diligence requirements, effectively mitigating risks.
  • Faster return of information: eCOS simplifies the onboarding process with improved accuracy and anywhere, anytime access so clients can return the information with ease. Traditionally, it could take two weeks to onboard someone; with eCOS, it can be done in as little as an hour.
  • Onboarding Dashboards: Enjoy user-friendly dashboards that streamline the onboarding process, making it easier prepare and send onboarding information, as well as better visibility to manage client progress.
  • Improves Customer Experience: Clients no longer have to manually search for all their bank statements; these can be accessed via Open Banking through the eCOS app for real-time Proof and Source of Funds verification.

Perfect PortalPerfect Portal: Customer-centric onboarding experience

Perfect Portal seamlessly integrates with SOS Connect, to provide your firm with a streamlined and visually cohesive branded digital onboarding experience. It assists law firms by providing:

  • Streamlined Lead Generation: By leveraging Perfect Portal’s integrated system, capture, manage and convert leads efficiently, creating a seamless transition from initial contact to a branded onboarding process.
  • Eliminate Data Duplication: Avoid duplicating tasks and re-entering data. Say goodbye to copy and paste, data syncs directly into SOS from Perfect Portal.
  • Customer-Centric Automation: Enhance the branded onboarding experience through your own app and automate communication and processes. Perfect Portal empowers law firms to provide exceptional customer service, making the onboarding journey both efficient and personalised.

A collaborative future

SOS Legal, InfoTrack, and Perfect Portal are paving the way for a more efficient and compliant client onboarding process for enterprise law firms. With the integration of eCOS and Perfect Portal into SOS Legal’s fully customisable practice management software, law firms can enjoy the benefits of streamlined workflows, reduced risk, improved compliance, and enhanced client experiences in one centralised system. This centralised approach improves transparency, reduces communication gaps, and fosters efficient collaboration, resulting in a seamless and coordinated onboarding customer experience.

Join the upcoming webinar on the 20th of February to witness these solutions in action. Don’t miss out on the opportunity to transform your firm’s efficiency, compliance, and client experiences. To register for the webinar, click here.

For more information visit https://www.infotrack.co.uk, https://www.perfectportal.co.uk or https://www.soslegal.co.uk.


Associate News is provided by Legal Futures Associates.
Find out about becoming an Associate


Loading animation