01
Digital client intake
Capture client details, matter information, declarations and supporting information through guided digital journeys instead of long email threads.
Digital onboarding for law firms
Turn legal enquiries into onboarded clients faster.
FastDox gives law firms a structured digital journey for client intake, document collection, AML/KYC workflows, approvals, reminders and re-engagement — helping teams reduce manual chasing and improve visibility from enquiry to active matter.
Less manual chasing
Automated reminders for documents, forms and next steps.
Clearer matter progress
See what is complete, outstanding and ready for review.
Built for regulated workflows
Support structured onboarding, verification and audit trails.
Trusted by legal and regulated teams
Courmacs Legal
Jackson Quail Law
Amicus Solicitors
Invicta Legal
Client onboarding journey
1
Enquiry captured
Client details and matter type collected digitally.
2
Documents requested
Client uploads ID, forms and supporting documents.
3
AML/KYC workflow
Verification steps, risk information and approvals tracked.
4
Matter opening
Team visibility improves before handover and next actions.
Reduce chasing
Automated reminders and clearer client journeys.
Improve visibility
See where every client or matter sits in the process.
Support audit trails
Keep clearer records around onboarding and verification.
Used by legal and regulated teams including
Courmacs Legal
Jackson Quail Law
Amicus Solicitors
Invicta Legal
Your Lawyers
The challenge
Where law firm onboarding breaks down
Many firms still rely on a mix of email, PDFs, spreadsheets, phone calls and disconnected systems to move a client from enquiry to active matter. That creates avoidable friction for clients, fee earners, support teams and compliance.
New enquiries lose momentum before clients return documents.
Fee earners and support teams chase the same information repeatedly.
ID, AML, source of funds and supporting documents sit in different places.
Matter opening depends on informal handovers and manual checks.
Compliance teams struggle to evidence exactly what happened and when.
Leads go cold because re-engagement is inconsistent.
The FastDox approach
Bring client intake, documents, AML/KYC steps and matter opening into one structured workflow.
FastDox gives law firms a clearer way to manage onboarding from first enquiry through to matter opening, while giving clients a simpler digital experience.
02
Document collection
Request, receive and track documents in a more controlled way, helping teams see what has been submitted, reviewed and remains outstanding.
03
AML/KYC workflow visibility
Support regulated teams with structured workflows, clearer records and audit trails around onboarding, verification and client due diligence.
04
Matter opening workflows
Guide internal teams through repeatable steps, approvals and handovers so matter opening is less dependent on informal processes.
05
Automated reminders
Reduce manual chasing by automatically reminding clients when forms, documents or next actions are still outstanding.
06
Client re-engagement
Re-engage incomplete enquiries, dormant clients and stalled onboarding journeys with structured follow-ups and clearer next steps.
Built for law firm teams
Designed for the people responsible for getting clients and matters moving.
FastDox supports the teams involved in client onboarding, compliance, matter opening, document collection and client communication.
Managing partners
Improve enquiry-to-client conversion and reduce friction before a matter is opened.
Practice managers
Give teams a clearer, more consistent process for onboarding and document collection.
Compliance teams
Support structured onboarding, verification records and clearer audit trails.
Fee earners
Spend less time chasing documents and more time progressing active matters.
One platform, multiple teams
Useful for compliance, operations, fee earners and client service teams.
FastDox is not just an ID check or a form builder. It acts as a workflow layer around the client journey, helping firms coordinate the steps that sit between first enquiry and an active matter.
- Digital client intake and matter information capture
- Document upload, tracking and review visibility
- ID, AML and verification workflow orchestration
- Source of funds and source of wealth document collection
- Client and matter approval journeys
- Branded client portals and status updates
- Audit trails, reporting and process visibility
- Integrations with existing systems
From enquiry to active matter
Capture
Collect client and matter details.
Request
Ask for documents, forms and declarations.
Verify
Track ID, AML and due diligence steps.
Approve
Manage reviews, approvals and next actions.
Re-engage
Follow up with incomplete or dormant enquiries.
Legal-sector proof
Trusted by firms that want clearer onboarding and better client journeys.
FastDox is already used by legal and regulated teams to improve client engagement, process visibility, document handling and onboarding experiences.
“FastDox has transformed our sales and client re-engagement. Automation and AI-driven features have streamlined onboarding, improved proposal acceptance, and boosted conversions.”
“Everything sits in one platform — from lead qualification to case closure — reducing admin, improving speed, and giving full visibility.”
“Clients love the branded portal, 24/7 updates and progress tracking. It has improved trust and helped reduce inbound calls.”
Free onboarding checklist
Review your law firm’s client onboarding process.
Download the Law Firm Client Onboarding Improvement Checklist and identify where enquiries, documents, AML/KYC steps, approvals and client follow-ups could be made faster, clearer and easier to manage.
Book a tailored walkthrough
See how FastDox could streamline onboarding for your firm.
Book a short walkthrough focused on law-firm client intake, document collection, verification workflows, matter opening, reminders and re-engagement.
For operations teams
Reduce manual chasing and improve workflow visibility.
For compliance teams
Support clearer records around onboarding and verification.
For fee earners
Help clients progress from enquiry to active matter faster.