Smarter onboarding. Faster growth.
FastDox brings digital onboarding, compliance, AI automation and workflow into one platform, with journeys built for Canadian debt, insolvency and financial services teams.
- Personal details
- Household and employment
- Income and expenses
- Creditors (6 added)
- Documents: 3 of 4 received
- ID verification
- Book LIT appointment
Trusted by teams at
- Harris & Partners
- Money Wellness
- Consumer Savings Network
- Abbotts Insolvency
- UHY Hacker Young
Everything under one roof.
Start with the part of the client journey that costs your team the most time, then switch on more as you grow. Every capability works from the same client record.
Onboarding journeys clients actually finish.
A guided portal walks each client through questions, documents, signatures and appointments. They can save and come back, and your team sees every answer as it lands.
- Adaptive forms that skip questions that don't apply
- Secure uploads linked to the right case
- Fast Sign agreements and appointment booking built in
- Upload a void chequeTo do
- Sign your engagement letterTo do
- Choose a call with your adviser Tue 10:00Wed 2:30Thu 11:15Booked
- Identity verificationDone
Verification that runs inside the journey.
Identity, AML screening and background checks trigger at the right step. Results, exceptions and approvals are recorded against the client automatically.
- ID and biometric verification through supported providers
- Exceptions routed to the right reviewer
- Audit history you can export
- Government IDVerified
- Face matchPassed
- PEP and sanctions screeningNo matches
- Credit bureau checkCompleted
- Source of fundsReview needed
AI that prepares the work for your people.
FastDox reads supported documents, compares them with what clients told you and answers routine questions after hours. Advice and decisions stay with your qualified team.
- Financial summaries and discrepancy flags
- Document classification and data extraction
- 24/7 AI Client Assist within limits you set
Jordan is employed full time with a net monthly income of about $4,640. Unsecured debts total $48,300 across four creditors, including $6,900 owed to the CRA. Housing is rented. No vehicle or property owned.
- Declared income is higher than pay stubs showClarify
- Recurring payment to an unlisted lenderClarify
- Bank statements cover 90 daysComplete
Based on 14 documents and questionnaire answers. Adviser approval required.
Rules that keep every case moving.
Decide what should happen when a client acts, or doesn't. FastDox sends the reminder, requests the document, assigns the task and escalates exceptions.
- Triggers from answers, uploads, inactivity and case stages
- Email, SMS, tasks and approvals
- Human review wherever you need it
Last run 6 minutes ago on case FD-20418.
Connected to the systems you already use.
Use FastDox as your client platform of record, or as the layer between your CRM, case management, calendars and financial-data providers.
- REST APIs and webhooks
- CRM, case management and calendar connections
- Identity, AML and financial-data providers
- client.createdReceived
- document.verifiedDelivered
- appointment.bookedSynced
- case.stage_changedDelivered
- signature.completedRetrying
Built for Canadian debt and insolvency.
For debt firms and LITs, FastDox is more than a digital form. It runs the whole information-gathering process and hands your team an evidenced, adviser-ready file.
- Adaptive intake for household, income, expenses, assets, liabilities and creditors
- Document collection with AI classification and extraction
- Client-permissioned banking data through supported providers
- Discrepancy flags before the first adviser conversation
- Configurable pathways for consumer proposals, bankruptcy and debt management
- Visa credit card$14,200
- Line of credit$18,750
- Personal loan$8,450
- Canada Revenue Agency$6,900
Twelve modules. One client record.
Use what you need today and add more as your process matures. Nothing needs re-entering when you do.
AI Analysis
Summaries, patterns and review flags from client data and supported evidence.
AI Chat Support
A first point of contact that answers approved questions and guides next steps.
AI Verification
Document classification, extraction and checks against the client record.
AI Workflow Automation
Follow-ups, requests and tasks triggered by client actions and case events.
Appointment Scheduling
Clients book the right call with confirmations and reminders handled for you.
Background Checks
Identity, eligibility and credit checks embedded in the onboarding flow.
Banking Integrations
Client-permissioned financial data brought into review workflows.
Campaign Management
Re-engagement and milestone messaging across the client lifecycle.
Case Management
Status, documents, notes and activity in one structured case hub.
Client Management
One record from first enquiry through active case work and beyond.
Fast Sign
Review and sign inside the journey, with signed copies saved to the record.
Form Builder Pro
Adaptive forms that change with each client's answers and case type.
From first enquiry to a case your team can act on.
Clients give their information once. FastDox verifies it, analyzes it and keeps the case moving without asking twice.
Engage
Website, referral, campaign or AI chat.
Capture
Adaptive forms in a guided client portal.
Verify
ID, AML, documents and background checks.
Analyze
AI-assisted review of documents and financial data.
Progress
Tasks, approvals, appointments and signatures.
Connect
Handoff to CRM, case systems and reporting.
Built for high-compliance industries.
Canadian debt and insolvency is where we go deepest, on the same platform that supports legal, claims, financial and public sector teams.
Debt & Insolvency
Digital financial intake, creditor and evidence collection, AI-assisted review and a clean handoff to your LIT or adviser.
- Consumer proposal and bankruptcy intake
- Creditor schedules and income and expense summaries
- After-hours client support
Financial Services
Onboarding, verification and automation for lenders, fintechs and regulated finance teams.
Learn moreLegal & Professional
Client and matter intake, ID and AML, source of funds and engagement documents.
Learn moreClaims Management
Qualify leads, gather evidence and manage claims from intake to case progression.
Learn morePublic Sector & Housing
Accessible applications with clear evidence and audit history.
Learn moreFastDox is also used across tax, HR, education and specialist operations. Explore other sectors
FastDox delivered a major productivity uplift by automating document collection, KYC, decision logic, and multi-time-zone scheduling. Better collaboration and workflow reporting helped us remove bottlenecks and speed up turnaround times.
Lead assignment, automated re-engagement and tailored onboarding have reduced turnaround times and improved response rates.
AI-driven onboarding has sped up lead qualification and case activation. Clients complete key steps in minutes.
Fits around the technology you already use.
FastDox connects through open APIs and webhooks, so records stay aligned across systems without re-keying or manual reconciliation.
- CRM
- Case management
- ID verification
- AML screening
- Credit bureaus
- Banking data
- E-signature
- SMS
- Microsoft 365
- Outlook
- Google Calendar
- Zapier
- Document storage
- Reporting
- REST API
- Webhooks
Frequently asked questions
Can't find what you need? Contact our sales team.
Who is FastDox for?
Organizations that run regulated or document-heavy client journeys. In Canada, that's especially debt and insolvency firms, Licensed Insolvency Trustees and financial services teams, as well as legal, claims, public sector and professional services organizations.
Does FastDox give insolvency or financial advice?
No. FastDox is technology that collects, organizes and analyzes information so your team can work faster. Advice about consumer proposals, bankruptcy and other regulated matters stays with your licensed professionals.
Can FastDox work with our existing systems?
Yes. FastDox connects through open APIs and webhooks, so it can sit alongside your CRM, case management and calendar tools rather than replacing them.
How does FastDox support compliance and audit requirements?
Key actions, documents, verification results and approvals are recorded against each client and case, giving you a clear activity history for review. How that maps to your specific obligations depends on how your organization configures and uses the platform, and we work through that with you during setup.
How long does it take to get started?
It depends on the journeys and integrations you need. Most teams start with one journey, such as debt intake, and add capabilities from there. We'll give you a realistic plan after the demo.
See FastDox with a journey that looks like yours.
Tell us how you handle enquiries, documents, checks and adviser handoff today. We'll build the demo around it.