01
Digital client intake
Capture client details, matter information, declarations and supporting information through guided digital journeys.
Client onboarding software for solicitors
Solicitor client onboarding software that helps convert enquiries faster.
Give clients a clearer digital journey from first contact to active matter, while helping your team manage intake, documents, signatures, reminders, AML/KYC steps and handovers into systems such as Proclaim.
Trusted by legal and regulated teams including Courmacs Legal, Jackson Quail Law, Amicus Solicitors and Invicta Legal.
Cordus LawCourmacs LegalJackson Quail LawInvicta Legal
Convert more enquiriesKeep clients moving from first contact to signed documents and matter opening.
Reduce admin and chasingAutomated reminders across email, branded SMS, Business WhatsApp and portal actions.
Consolidate your tech stackConnect onboarding, documents, E-sign, portals and integrations such as Proclaim.
Client onboarding journey
1
Enquiry captured
Client and matter details collected through a branded digital journey.
2
Documents uploaded
ID, forms and supporting evidence submitted through a secure portal.
3
Client onboarding in progress
Verification, signatures, risk information and approvals tracked in one place.
4
Matter ready to open
Information can be handed over or integrated into systems such as Proclaim.
Convert enquiries fasterGuide clients through intake, documents, signatures and next steps.
Reduce manual chasingAutomated reminders via email, branded SMS, Business WhatsApp and portal updates.
Improve workflow visibilityBring disconnected tools together and integrate with existing legal platforms.
Used by legal and regulated teams including
Cordus LawCourmacs LegalJackson Quail LawAmicus SolicitorsInvicta LegalYour Lawyers
Who this is for
Built for the teams responsible for getting clients and matters moving.
Managing PartnersPractice ManagersCompliance TeamsOperations TeamsFee EarnersClient Onboarding Teams
The challenge
Where law firm onboarding breaks down
Many firms still rely on a mix of email, PDFs, spreadsheets, phone calls, disconnected portals, legacy case management systems and separate messaging tools to move a client from enquiry to active matter.
New enquiries stall before clients return documents, sign paperwork or complete key actions.
Fee earners and support teams repeatedly chase the same information across email, phone, SMS and WhatsApp.
ID, AML, source of funds, E-sign documents and supporting evidence are spread across disconnected systems.
Clients lack a clear way to track claim progress, outstanding documents and next steps.
Matter opening depends on manual checks, informal handovers and re-keying into platforms such as Proclaim.
Large, convoluted technology stacks make reporting, visibility, compliance and client experience harder to manage.
The FastDox approach
One structured workflow for onboarding, documents, signatures, portals, messaging and integrations.
FastDox gives law firms a clearer way to manage the journey from first enquiry through to matter opening, while giving clients a simpler branded digital experience.
02
Legal client portal
Give clients a secure, branded place to track progress, upload documents, review action points and access guided support.
03
Document collection
Request, receive and track documents in a controlled way, so teams can see what is submitted and outstanding.
04
Secure E-sign
Send documents for secure digital signing as part of the onboarding journey.
05
AML/KYC workflow visibility
Support regulated teams with structured workflows, clearer records and audit trails around client due diligence.
06
Automated reminders
Reduce manual chasing by automatically reminding clients when forms, documents or signatures are outstanding.
07
Business WhatsApp and branded SMS
Make reminders, updates and next steps easier for clients to recognise and act on.
08
Legal platform integrations
Connect FastDox with existing legal systems, including Proclaim, to reduce duplicated work.
09
Technology stack consolidation
Reduce reliance on disconnected portals, forms, spreadsheets, messaging tools and manual handovers.
Comparison
Replace scattered onboarding activity with one structured client journey.
This section is designed for PPC traffic because it quickly connects the searcher’s current pain points with the practical FastDox alternative.
Instead of
- Email chasing
- PDF forms
- Disconnected ID checks
- Manual reminders
- Spreadsheet tracking
- Unclear matter-opening handovers
FastDox gives you
- Structured intake
- Document upload journeys
- AML/KYC workflow visibility
- Automated reminders
- Client re-engagement
- Matter opening visibility
One platform, multiple teams
A workflow layer between your clients, your team and your existing legal systems.
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
- Secure E-sign for key documents and client approvals
- ID, AML and verification workflow orchestration
- Source of funds and source of wealth document collection
- Legal client portals with progress tracking and action points
- Business WhatsApp and fully branded system SMS
- Integration with existing legal platforms, including Proclaim
From enquiry to active matter
Capture
Collect client and matter details.
Request
Ask for documents, forms, declarations and signatures.
Verify
Track ID, AML and due diligence steps.
Communicate
Use branded SMS, Business WhatsApp and portal updates.
Approve
Manage reviews, approvals, E-sign and next actions.
Integrate
Connect workflows with existing legal platforms such as Proclaim.
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, secure signing, communication 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.”
Also trusted by legal-sector teams including
Cordus LawAmicus SolicitorsInvicta Legal
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, E-sign, client portals, branded SMS, Business WhatsApp, approvals, integrations and client follow-ups could be improved.
Book a tailored walkthrough
See how FastDox could improve your client onboarding journey.
We’ll show how your firm could use FastDox to reduce manual chasing, collect documents, complete E-sign, manage AML/KYC steps, update clients through portals, SMS and WhatsApp, and connect with existing legal platforms such as Proclaim.
Review your current workflowIdentify where clients stall, documents go missing and teams lose visibility.
See the client experienceWalk through intake, document upload, progress tracking, action points and E-sign.
Discuss integrationsExplore how FastDox can sit alongside existing legal systems and reduce duplicated work.