Client and matter onboarding without the email chase.
Create structured journeys for intake, identification, compliance, evidence, engagement documents and matter handoff.
- 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
What FastDox brings to legal and professional firms.
Client and matter intake
Capture party, matter and relationship information once.
ID, AML and KYC
Integrate supported identity verification and screening providers.
Source of funds
Build evidence-led information gathering and review workflows.
Engagement documents
Generate, send and sign configured client documents with Fast Sign.
Matter handoff
Pass completed onboarding into your practice or case management system.
Ongoing engagement
Keep clients informed with the portal, reminders and AI support.
Every step defined, every record in one place.
Client onboarding, identity checks, matter approvals and ongoing engagement sit in one secure workflow that reflects how your team actually works.
- 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.