From lead qualification to evidence-led case progression.

FastDox brings intake, eligibility checks, documents, signatures, communication and case activity into one configurable claims workflow.

What FastDox brings to claims teams.

Lead qualification

Route prospects based on claim type, eligibility and answers.

Evidence collection

Request case-specific documents and supporting information.

Identity and checks

Trigger the required checks during onboarding.

Case management

Keep structured case records, stages, notes and tasks.

AI assistance

Help clients understand what's needed and keep going after hours.

Integrations

Connect to CRM, legal, finance and reporting systems.

Every claim tracked in one place.

Automation flags missing information early and keeps claims moving without constant manual follow-up.

  • Configurable by service, team and case type
  • Role-based access and human review points
  • One client record from start to finish
  • Audit and activity history
  • API and webhook connectivity

FastDox capabilities

Switch on what your journeys need.

  • Onboarding portal
  • Form Builder Pro
  • AI chat
  • AI verification
  • Case management
  • Client management
  • Fast Sign
  • Appointments
  • Campaigns
  • Documents
  • Integrations

See how FastDox fits your sector.

We'll tailor the demo to your existing process rather than a generic workflow.