Structured controls for sensitive client information.
FastDox supports organizations handling identity, financial, compliance and case information with configurable permissions, controlled workflows, evidence history and integration controls.
- Intake team12 users
- Licensed Insolvency Trustees3 users
- Compliance2 users
- AI Client AssistRestricted
Control who sees what, and what happens next.
Role-based access
Control access and capabilities by role, team and configured process.
Activity history
Keep traceability around important client, document and workflow activity.
Human review
Define where AI or automation can assist and where authorized people must review or approve.
Document controls
Keep supporting evidence linked to the right client and case.
Integration security
Use controlled APIs, webhooks and provider integrations within configured workflows.
Privacy-aware setup
Configure workflows and access around your applicable Canadian privacy obligations.
Have security questions?
Our team can walk you through permissions, audit history, AI controls and integration security for your use case.