About

FastDox

FastDox is a secure and compliant platform bespoke and tailored specifically for your business. The platform provides value by reducing heavy manual tasks, improving customer experience and return rates, increasing client conversion in addition to reducing unnecessary costs providing significant savings and ultimately increasing the business's revenue under one modernised platform specialised and branded to your business.

An all-in-one client onboarding platform, with full automation for data collection whether that be forms of ID, Bank Statements, Payslips, or any supporting documentation in addition to distributing documents/data to clients such as Contracts, Fee Agreements, T&C’s, Custom Forms and more. This information is requested and distributed via SMS and Email with our secure client-facing portal fit for all smart devices, branded to your business. All information is in real-time updated into the platform, with smart chaser functionalities able to auto chase for any outstanding detail.

Checks such as Credit Searches, AML, ID Verification, DVLA Integration, and Companies House can all be completed within the platform and auto-linked to clients.


Features

Proclaim FastDox Services

  • E-Sign from Proclaim

    Send an E-Sign request to a client straight from your Proclaim workflow or adhoc using our integrated solution.

  • Receive updates to Proclaim using end to end encrpytion

    Using Proclaims Web services, receive document updates back into Proclaim once a client has signed the document online, this includes a copy of the signed document posted into proclaim as an incoming mail item, allowing you to push your workflow on automatically.

  • Receive updates to Proclaim via email

    Using email, receive document updates back into Proclaim once a client has signed the document online, this includes a copy of the signed document sent as an attachment to a dedicated email address for manual processing.

  • Send either a Proclaim generated document or a FastDox Templates

    You can either send a document created in Proclaim ( Upto 10Mb ), or use a predefined FastDox Template from your workflow.

  • Automate case creation in Proclaim when using FastDox for Onboarding

    Create new cases automatically inside Proclaim using Web Services when clients sign up using onboarding tools inside FastDox.

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