01 / ACCESS
Access with purpose
Role-aware workflows help firms distinguish who can view information and who can carry out sensitive review or approval actions.
SECURITY · PRIVACY · RESPONSIBLE AI
Confidence built into every client journey.
Insolvency practices work with sensitive personal and financial information. FastDox brings client information, supporting evidence and review activity into a controlled workflow — with AI supporting preparation, not replacing professional judgement.
Role-aware workflowsEvidence and review historyHuman decision boundaries
FASTDOX CANADACONTROLLED WORKFLOW
Client information & evidenceDeclared details and supporting documentsSource
AI-assisted preparationOrganise, compare and highlight for reviewAssist
Staff reviewExamine sources, exceptions and findingsReview
LIT professional decisionAuthorised human assessment and approvalHuman
AI prepares information. Your team remains in control.
OUR APPROACH
Designed for accountability, not black-box decisions.
Security and responsible AI are about more than technology. They are also about who can access information, where it came from and who is authorised to act on it.
02 / EVIDENCE
Evidence stays meaningful
Client declarations, document findings, banking observations and staff-reviewed values are treated as distinct parts of the file.
03 / OVERSIGHT
People make the decision
AI can assist with intake, extraction and preparation. Professional insolvency assessments and decisions remain with appropriately authorised people.
04 / TRACEABILITY
A clearer review history
Evidence, workflow activity and review outcomes are brought into a more understandable record to support oversight and follow-up.
RESPONSIBLE AI
AI that supports the process. Not AI that makes the decision.
FastDox uses AI as an assisting capability in defined parts of the client journey. Its role is to help organise information and identify items that may require attention — not to act as a Licensed Insolvency Trustee.
Material information should be assessed against its underlying evidence and reviewed by the appropriate person before it informs a professional decision.
AI CAN HELP PREPARE
- Guide information collection
- Extract and organise document data
- Identify differences and missing evidence
- Summarise information for review
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YOUR TEAM REMAINS RESPONSIBLE
- Review and validate material findings
- Resolve discrepancies and exceptions
- Apply professional judgement
- Make the regulated LIT decision
INFORMATION PROVENANCE
Know what was declared, observed and reviewed.
A prepared file should not blur the distinction between a client's answers, evidence found in a document or bank statement, and information accepted after staff review.
FastDox's approach keeps those information sources understandable, so teams can assess discrepancies rather than having AI silently make assumptions on their behalf.
How a file can be understoodIllustrative example
Client declaredInformation submitted during onboardingDeclared
Document observedDetails identified in supporting evidenceObserved
Bank observedRelevant financial activity and patternsObserved
Staff reviewedInformation checked and considered by a personReviewed
Source information and professional conclusions are not the same thing.
SECURITY & PROCUREMENT
Clear answers when your team needs the detail.
Every firm's IT, privacy and compliance requirements are different. We welcome a structured review of the safeguards and service arrangements relevant to your deployment.
Topics we can discuss in due diligence
- Access controls and authorised user roles
- Data handling, privacy and retention requirements
- Hosting locations and relevant third-party service providers
- AI use, oversight and data-processing arrangements
- Auditability, incident response and service resilience
Evidence-led assurance
We aim to provide accurate, deployment-specific responses through the customer due-diligence process, rather than broad claims about certifications, data residency or security standards that may not apply to every arrangement.
Arrange a security discussionLET'S TALK
Bring your security questions to the conversation.
See how FastDox supports your client journey, review requirements and existing processes — and discuss the assurance information your organisation needs.