Digital Onboarding & Client Engagement

In today’s fast-paced business environment, there’s no time for lengthy, cumbersome onboarding processes. Traditional onboarding methods often involve a mountain of paperwork, manual data entry, and hours of administrative work. These antiquated practices are not only time-consuming but also prone to errors. Enter FastDox digital onboarding—a revolutionary approach that harnesses the power of technology to streamline the integration of new clients into your organisation.

Transform Your Business With FastDox

Why Choose FastDox’s Digital Onboarding?


Say goodbye to lengthy manual processes. Our digital onboarding can reduce the time it takes to onboard a client by more than 50%. This enables teams and management to focus on strategy and growth rather than paperwork and data entry.


With AI based automated systems, the chance for human error is significantly minimised. Data is carefully stored and categorised in secure digital repositories, ensuring consistent and accurate information across the board.


Digital onboarding is designed to be interactive and engaging. Through custom-tailored onboarding apps or software, new hires or clients can engage with company culture and policies in a more meaningful way.


Staying compliant is easier than ever. With digital records and automated workflow systems, it becomes simple to audit and maintain records, ensuring that your organisation is always in line with regional and industry-specific regulations.

Key Features & Benefits

All-in-one onboarding: Combine the power of multiple systems into one streamlined and simple solution. Your clients, can qualify themselves, complete biometric ID verification, anti money laundering checks, credit searches, upload evidence, schedule appointments and electronically sign documents, all within the same branded coherent platform. What used to take days can now take minutes.

Decision Tree Logic: Based on a clients answers to questions FastDox will ensure they are taken down the most optimum and relevant journey, and only ask clients to return and complete what they need to.

AI Driven Reminders: FastDox will learn from clients engagement at which optimal time to contact them for increased open rates and maximum conversions.

User-friendly Interface: An intuitive, easy-to-use interface ensures that new clients can navigate through the onboarding process without any hassle.

Customisation: Every business is unique, and so should be its onboarding process. FastDox allows you to customise forms, documents, and workflows according to your needs.

Integration: The platform easily integrates with existing CRM systems through our open APIs and Webhooks ensuring a smooth flow of data across different departments.

Analytics: Our real-time analytics provide valuable insights into the efficiency and effectiveness of the onboarding process, allowing for data-driven improvements.

In an era where efficiency and engagement are key to success, digital onboarding is no longer a luxury but a necessity to ensure you remain competitive. By adopting FastDox’s sophisticated digital onboarding module, your organisation can not only save time and resources but also significantly improve the onboarding experience for all parties involved.

FastDox all-in-one platform

Our all-in-one platform combines the power of 20 products into one customisable and brandable system. We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions

See the links below for further information on any of these solutions.


Trusted by Many

Millions of Customers at 100's of Companies Accelerate Their Business: Powered by FastDox.


“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.

The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.

We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”

Voluntary Arrangements
StepChange Debt Charity

“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”

Keil Malpass, Project Manager
AMK Legal

“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”

Mark Carroll, Operations Director
Goodwin Barrett

“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”

Hanover Insolvency

"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."

Your Mortgage Decisions

"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"

Total Processing

"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."

Harris & Partners

"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"

Bennett Jones

"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."

A. Fisher & Associates

"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."


"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."

Car Loans Canada

"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."

Her Accountants

We Get Things Done

Waiting for documents to be returned puts a huge strain on your productivity. With FastDox
82% of SMS received are actioned and completed within 20 minutes.


FastDox’s all-encompassing customer onboarding platform drives efficiency by ensuring all documents are returned and completed in record time. We believe there are no limits to success. Only admin. We want your staff to be focused on driving profit and improving your business performance not shuffling papers and playing telephone tennis. FastDox breaks the chain of endless amounts of phone calls, document chasing and email answering by automating tedious and time-consuming admin tasks.

GDPR Compliant

E2E Encryption

Bespoke Solution

API Integrations

Full Audit Trails

Reporting Suite

Fast & Secure

User Friendly

Your Questions Answered

Your questions are important to us. Read our list of frequently asked questions to get the answers you’re looking for.

If you still need more information please give us a call on 0161 820 9310

We provide a full consultancy service via our Customer Success Team.

We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.

All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.

We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.

Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.

We will conduct training on-site or remotely – it’s entirely your choice.

Once the initial training is completed, you will have access to your bespoke explainer and training videos.

These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.

FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.

Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.

You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.

They will be in regular contact and will keep you posted with further releases and new modules.

Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!

Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday

We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.