Client Portal
One secure place for clients to manage their entire journey — powered by AI, designed for 24/7 engagement
We’re trusted by many companies
SERVICES
Connected experiences.
Real-time visibility.
Intelligent service.
Your clients expect seamless access to their information, updates, and next steps — anytime, anywhere.
FastDox’s Customer Portal brings all of this together in one continuous, branded environment.
Clients can log in to review actions, appointments, important documents, and notifications, while for claims or applications, they can track progress, view outcomes, and understand next steps — without having to contact your team directly.
At the heart of the portal is a live AI Agent, trained to your business needs, capable of responding to client queries, performing account actions, escalating issues, and ensuring real-time service around the clock.
Everything runs within your workflow — no disjointed apps, no manual intervention, no broken journeys.
Truly unified
One login, one experience, all connected.
AI at the core
Adaptive intelligence handles both queries and workflows.
Built for scale
Enterprise-level architecture across regions.
Compliant & secure
Encryption, access controls, and full audit trails.
Customisable & branded
Your portal, your look, your tone.
24/7 availability
Support clients in any time zone without extra staff.
Continuous client journeys
No system hopping, no re-entry of data.
Real-time intelligence
Live information, instant responses, automated next steps.
Reduced manual work
AI Agents handle repetitive queries and updates.
Improved conversions
Seamless access and proactive engagement reduce drop-offs.
Higher client satisfaction
Transparent, guided, responsive experience.
Global scalability
Works across regions, brands, and client types.
Audit-ready logs
Every interaction and AI action recorded for traceability.
Empower your clients with visibility, intelligence, and autonomy.
All within your own ecosystem.
FastDox’s Customer Portal redefines client engagement with real-time AI, automation, and continuous connection.
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.
- FastDox are committed to protecting your privacy