Multiple parties
Individuals, organisations, beneficial owners and related parties create more complexity than a single flat client form can handle.
Legal & professional
Move from enquiry to matter-ready without the email chase.
Coordinate party information, identity and AML, source of funds, evidence, engagement documents, approvals and matter creation through one configurable client journey.
Client intakeParty dataAML / KYCSource of funds
The problem
Where the current process creates avoidable work.
Matter onboarding often starts with multiple forms, scattered attachments and repeated chasers before fee-earners can safely begin substantive work.
Evidence gaps
ID, source-of-funds and engagement evidence often arrive through email with inconsistent naming and context.
Delayed matter opening
Compliance review and approvals can become the bottleneck between signed instructions and a usable matter.
What FastDox does
Capabilities that remove work — not just digitise it.
Each capability operates against the same record, so information captured at the front of the journey can drive evidence, review, workflow and downstream handoff.
Party-aware onboarding
Capture people, organisations, relationships, roles and beneficial ownership in a structure that can feed the matter.
AML/KYC orchestration
Trigger configured identity and screening steps and route exceptions for compliance review.
Source-of-funds workflow
Collect declarations and supporting evidence, then keep observations and review decisions together.
Engagement & matter creation
Generate/request documents, capture signatures and pass approved information into practice-management workflows.
How it works
A connected operating flow.
The journey is designed so each step creates the state required by the next rather than generating another disconnected document or inbox task.
1
Enquiry
Capture the prospective client and proposed matter.
2
Parties & checks
Identify all relevant parties and run the required verification.
3
Evidence & approvals
Gather supporting material and resolve compliance exceptions.
4
Open matter
Complete engagement steps and create/pass the approved matter data downstream.
Operational efficiency
Where teams get time back
The objective is not automation for its own sake. FastDox is designed to remove repeatable administration, surface genuine exceptions earlier and give skilled people better-prepared work.
- Reduce fee-earner time spent chasing onboarding documents.
- Give compliance teams a consistent review queue and audit history.
- Avoid duplicate entry when creating the matter after approval.
- Provide clients with one clear onboarding experience rather than multiple disconnected requests.
See it on your workflow
See legal onboarding built around your practice.
We’ll map a matter type, the parties involved, your checks, source-of-funds process and engagement documents into one connected journey.