Technology that makes complex client journeys feel simple.
FastDox combines onboarding, compliance, client engagement, AI automation, case management and connectivity, so organizations can replace fragmented processes with one configurable platform.
Built around real operational problems.
Organizations shouldn't need a collection of disconnected tools just to onboard and manage one client properly.
FastDox is designed around a connected data and workflow model. Information captured in the first interaction stays available through verification, evidence collection, case work, communication and handoff to other systems.
The platform is already used by debt advice, insolvency, legal, claims, accounting and professional services organizations. In Canada, we're focused on debt, insolvency and financial services, with the full platform available to every sector.
What makes FastDox different.
One connected record
Every answer, document, check and conversation belongs to the same client and case.
Configured, not rebuilt
Journeys, rules and permissions are shaped around your process, and change as it does.
People stay in charge
AI and automation handle preparation and routine work. Advice and decisions stay with your team.
FastDox replaced a fragmented onboarding process with one streamlined, branded platform. Clients can self-onboard 24/7 via a portal with real-time updates, scheduling and billing.
It's robust, flexible and handles complex workflows with ease.
Automation reduced admin, improved accuracy, and made onboarding and ongoing compliance far smoother.
See how FastDox would work for your team.
We'll shape the demo around your current process, required checks and the systems you already use.