Legal & Professional Services CRM
Smarter risk, faster client journeys, full compliance — tailored for legal firms.
We’re trusted by many companies
Why legal firms need
a platform like FastDox
Legal practices face a unique set of pressures: ethical obligations, conflict checking, identity assurance, regulatory compliance (AML/KYC), document complexity, client confidentiality, and the expectations of fast, digital-first service.
Traditional, fragmented systems and manual workflows hinder responsiveness, increase risk and degrade the client experience.
FastDox helps legal firms modernise their intake, onboarding, matter workflows, verification, and client engagement — all within continuous, branded journeys.
Our platform embeds AI, compliance, and automation across your processes so your team can focus on legal work — not paperwork.
SERVICES
Why legal practices choose FastDox
Risk reduction & compliance confidence
Conflict, identity, AML built in.
Efficiency and throughput
Fewer manual checks, faster matter initiation.
Consistent client experience
Branded, seamless, minimal friction.
Scalability
Fewer manual checks, faster matter initiation.
Transparency & audit readiness
Every decision, override, signature is logged.
Future-proof architecture
Flexible workflows, AI logic, integrations.
Talk to Our Legal Solutions Team
Discover how FastDox can help your firm deliver faster service, reduce risk, and modernise legal operations.
See it live, map to your matter types, and transform your client journeys.
WHY CHOOSE FASTDOX?
Core features & tools for legal firms
Here are the FastDox capabilities that particularly benefit legal or professional services:
Digital Onboarding & AI Agents
Client intake, background questionnaires, conflict queries, and engagement initiation, all guided by virtual assistants.
Conflict of Interest Checks
Automatically detect overlapping matters, adverse parties, internal relationships or conflicts of interest.
ID Verification + AI Document Verification
Confirm identities, validate documents (IDs, addresses, corporate records) in real time, flag inconsistencies.
AML / KYC / KYB & Sanctions Screening
Integrate compliance checks into the client intake or matter setup process.
AI OCR & Document Extraction
Parse contracts, agreements, filings, evidence documents — extract metadata, flag anomalies, summarise content.
Workflow Automation & Decision Logic
Automate task routing, approval flows, reminders, escalations, document requests, and more.
Lead Management & Skill-Based Routing
Assign enquiries or matters to the appropriate practice group, location or seniority automatically.
Next-Generation E-Sign (PKI compliant)
Capture legally binding signatures inside the flow, with full traceability and evidence.
Re-Engagement AI
Reconnect with prospective clients who paused and guide them back into the process.
Appointment Scheduling
Allow clients or internal teams to schedule consultations, meetings, or calls inline with workflows.
Integration with Registers & Data Sources
DVLA, Companies House, external compliance databases, CRMs, case systems.
Reporting & Analytics
Dashboards for matter flow, bottlenecks, risk flags, compliance exceptions, conversion rates.
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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