Automate the repetitive work around every client journey.
Build workflows around how your organization operates, then let FastDox send messages, request documents, assign tasks and update systems automatically.
When
Bank statement is still outstanding
For
48 hours after it was requested
Then
Send SMS reminder with upload link
If still missing after 5 days
Create task for Intake team and flag the case
Last run 6 minutes ago on case FD-20418.
Configure how work moves, then let it run.
Rules respond to what clients do, or don't do, so your team spends its time on the cases that need judgment.
- Event-driven workflow triggers
- Automated email and SMS
- Document and evidence requests
- Task creation and assignment
- Case stage transitions
- Approvals and exception routing
- Appointments and reminders
- API and webhook actions
Keep momentum without losing control.
Automation handles predictable work and routes exceptions and important decisions to the right people.
Trigger
React to client answers, uploads, inactivity or case events.
Act
Send, request, create, assign, update or push to another system.
Escalate
Hand exceptions and controlled decisions to authorized staff.
See how FastDox would work for your team.
We'll shape the demo around your current process, required checks and the systems you already use.