Legal Services CRM: Everything
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Claims Software Solutions
Automate your entire claims process from start to finish, streamlining everything from the initial enquiry to successful claims resolution.
This end-to-end automation ensures a seamless, efficient journey for each claim, significantly reducing manual effort and increasing the speed and accuracy of claims handling.
By integrating advanced technology at every step, you can enhance client satisfaction while optimising operational effectiveness.
FastDox can transform your business today, so why wait – contact us today to get started.

SERVICES


Why choose our CRM for Claims Solutions?
AI-Driven Communications
AI-driven communications utilise artificial intelligence to automate and enhance interactions with your customers, ensuring that communications are both efficient and tailored to individual needs.
Eligibility checking through our AI involves the use of machine learning algorithms to instantly analyse a user’s inputs against criteria to determine their qualification for services or claims, greatly speeding up the process.
AI Assistants 24/7
Our AI assistants are programmed to provide round-the-clock support, offering instant responses to customer enquiries and assistance.
These systems can handle a vast range of queries from basic FAQs to more complex transactional interactions, improving customer service availability without the constraints of human operating hours.
Automated Decision Logic
This feature uses predefined rules and algorithms to automate decision-making processes.
It is commonly used in our claims processing and credit scoring, where it assesses the information provided against set criteria to make quick, consistent decisions without human intervention.
Cross Selling of Claims
Automated cross-selling involves using our AI to analyse customer data and past interactions to identify and suggest additional relevant products or potential claims to customers.
This not only increases sales but also enhances customer relationships by providing them with valuable options they may not have considered.
Lender Distribution Module
The lender distribution module is a tool designed to distribute DSAR requests and letters of claims automatically and on mass to multiple lenders at the click of a button.
It automates various aspects of distribution, including allocation, monitoring, and reporting, ensuring accuracy and compliance with regulations.
OCR Reader for Claim Responses
Our AI OCR (Optical Character Recognition) readers automate the extraction of text from scanned documents and images, turning them into editable and searchable data.
This technology is particularly useful in managing large volumes of claim responses or applications by reducing manual data entry and increasing processing speed.
Claims Search Facilities
Claims search facilities enable efficient searching and retrieval of claim files and related documentation within a database.
Enhanced with AI, these facilities can offer advanced search capabilities locating claims swiftly and efficiently.
Introducer Portals
Introducer portals are online platforms that enable third-party agents or partners to refer clients to services. The FastDox introducer portals include tracking systems, commission calculations, and support tools to facilitate and manage referrals effectively.
These components, particularly when enhanced with AI and automation, can significantly improve efficiency, customer engagement, and operational accuracy within the claims industry.

Reimagining The Claims Process
Our AI assistants are programmed to provide round-the-clock support, offering instant responses to customer inquiries and assistance.
These systems can handle a vast range of queries from basic FAQs to more complex transactional interactions, improving customer service availability without the constraints of human operating hours.
WHY CHOOSE FASTDOX?
Key Features & Benefits for Claims Companies
Claims management is a complex and admin-heavy process.
Our claim CRM provides an all-in-one soluton with several benefits for your firm.
Streamline Claims Process
Leverage FastDox’s advanced capabilities including automated DVLA checks, ID verification, credit record searches, and OCR for instant document reading and data extraction.
Integrate these tools with our custom workflows and document collection features, including e-signing for LOAs and DSARs, to achieve a fully digitised claims process.
Utilise AI
AI in FastDox enhances decision-making and operational efficiency by predicting claim outcomes, suggesting optimal claim resolutions, and automating repetitive tasks.
AI-driven analytics also provide deep insights into claim trends and client behaviours, enabling proactive management and tailored client communications.
Do Away With Repetitive Tasks
Our claims solution automates repetitive tasks such as data entry and document processing.
This allows claims handlers to focus on more strategic activities, enhancing productivity and reducing the chance of human error.
Manage Your Pipeline
Easily manage your claims pipeline with our intuitive dashboard that provides a clear overview of each claim’s status.
This centralises the management process, making it simpler to track progress and prioritise actions throughout the claim’s lifecycle.
Get Referral Business
Enhance your referral business by providing a seamless and satisfactory claims experience that clients are happy to recommend.
Our system facilitates easy sharing of your services and enables satisfied clients to refer others directly through the platform.
Modern Customer Convenience
Our cloud-based claims system is designed for modern customer convenience, offering clients a straightforward, accessible way to submit and track their claims online anytime, anywhere, from any device.
Scale Your Business
Scale your operations effortlessly with our cloud-based solution.
As your business grows, our system grows with you, easily handling increased volumes of claims without the need for additional resources.
Drive Marketing Efforts
FastDox is designed for seamless integration with existing systems and platforms used in claims management.
Our API-first approach ensures that FastDox can easily connect with other specialised software, providing a unified platform that centralises operations and data management.
Integrate With Other Platforms
By directing the customer to the most qualified agent the first time, the chances of resolving the issue in a single interaction are substantially higher.
Data Security
FastDox prioritises data security with robust encryption, secure data storage, and compliance with industry standards and regulations.
Our cloud-based platform employs advanced security protocols to protect sensitive client information and ensure that data is accessible only to authorised personnel.

Sectors We Serve
FastDox.
An 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.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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