Digital client intake for consumer proposals.
FastDox helps LIT firms digitize the work around consumer proposal onboarding, from first enquiry and financial information through evidence, appointments and case preparation.
- Personal details
- Household and employment
- Income and expenses
- Creditors (6 added)
- Documents: 3 of 4 received
- ID verification
- Book LIT appointment
Arrive at the first meeting with the file already built.
Financial circumstances
Household, income, expenses, assets, liabilities and creditors captured as structured data.
Evidence
Documents requested based on the client's answers, with outstanding items tracked automatically.
LIT preparation
A clear summary, evidence status and review items ready before the substantive conversation.
Configure the complete intake path.
Each stage can be tailored to how your firm works.
Enquiry
Client and initial case created.
Triage
Circumstances gathered and routed.
Financials
Income, expenses, assets and debts.
Evidence
Documents and available bank data.
Review
AI-assisted preparation, human oversight.
Appointment
Booked meeting with the LIT.
See consumer proposal intake in action.
We'll walk through the journey from enquiry to LIT appointment using a scenario that mirrors your firm.