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FastDox

Paid#10 of 17 in Client Onboarding Software

FastDox: A cloud platform for regulated teams coordinating intake, documents, checks and approvals. Ranked #10 of 17 in Client Onboarding Software by our editors (7.5/10); pricing: Pricing on request; best for legal and professional firms digitizing client intake.

7.5/10Editor score

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FastDox7.5 Visit FastDox

At a glance

Editor score
7.5 / 10
Pricing
Pricing on request
Best for
Legal and professional firms digitizing client intake
Free plan
No
Client portal
Yes
Founded
2019 · United Kingdom and Canada
Facts checked
24 Sep 2026

Where it wins
- Branded portals combine intake forms, progress tracking and client action points.
- Automates document collection, signatures, identity checks and reminders.
- AI document processing and API/webhook support connect workflows to existing systems.
Where it doesn't
- Pricing requires contacting sales, so costs are not readily comparable.
- Its feature set is oriented to regulated onboarding rather than general-purpose CRM.
- Email and documentation are the listed support channels.

Our verdict on FastDox

FastDox is a cloud-based client onboarding and workflow platform for law firms and other regulated organisations. It guides clients through configurable intake forms, document uploads, identity and AML/KYC checks, electronic signatures and approvals in a branded portal. Teams can track outstanding actions and maintain audit trails. Its focus suits legal and professional firms moving intake and compliance-led workflows online, rather than organisations seeking a general-purpose client relationship platform.

The workflow spans the client-facing and internal steps: automated reminders can go by email, SMS and WhatsApp, while teams can configure approvals and track collected documents. AI-assisted intake can classify and extract information from documents. These capabilities may help firms that handle recurring, document-heavy onboarding; buyers should assess whether the available controls match their specific review and verification processes. FastDox is web-based and cloud-deployed, with email and documentation listed for support.

Integration options include Proclaim, CRMs, practice and case-management systems, document-storage platforms, and open APIs and webhooks. That breadth gives firms routes to connect onboarding with legal or operational systems, though fit depends on their existing setup. FastDox publishes no public pricing and directs prospects to demos or contact sales, so buyers need a sales conversation to assess costs. Choose it if branded intake, document handling and compliance workflows are central requirements; firms seeking transparent self-serve pricing or a simpler intake-only tool may prefer an alternative.

Your product? Our editors can test FastDox in depth and publish a review, labelled as paid · from $149/mo →

FastDox pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 24 Sep 2026.

See plans on fastdoxlegal.co.uk

FastDox fact sheet

Free plan	No
Paid from	Not verified
Client portal	Yes
Intake forms	Yes
Document collection	Yes
Workflow automation	Yes
E-signatures	Yes
Portal branding	Yes
Deployment	Cloud
Platforms	Web
Support	Email, Docs
Built for	Small business, Mid-market, Enterprise (editorial estimate)
Integrations	5 integrations: Proclaim, CRMs, practice and case-management systems, document-storage platforms, open APIs and webhooks
Pricing	Pricing on request
Website	fastdoxlegal.co.uk
Facts checked	24 Sep 2026

FastDox integrations

FastDox lists 5 integrations on its own site.

Proclaim
CRMs
practice and case-management systems
document-storage platforms
open APIs and webhooks

Alternatives to FastDox

See all FastDox alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used FastDox for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

FastDox is listed in our Client Onboarding Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update