For claims, legal, financial services and customer operations teams
Proxy collects your customers' documents, gets agreements signed, books their appointments and sends the updates and reminders your team would otherwise chase by hand, on pages that carry your brand.
Request a demo See how it works
If these sound like your week, Proxy was built for you. Each one is handled by a product you can switch on without the others.
Customers upload from their phone, see what is still missing, and get reminded until it arrives.
Documents are signed on any device, on a page in your brand, and you see when each one is done.
Handled by: Sign
Customers choose a time that is genuinely free, and the reminders go out on their own.
Letters and agreements are filled in from the details you already hold.
Handled by: Docs
Updates go out as the case moves, and routine questions are answered by text or email.
Calls are recorded and given an outcome, and every message has its delivery status, in one place.
See it for Claims Legal Financial services Customer operations SaaS platforms
Here is what it looks like when the products work together: the customer moves through every step in one go, in your brand, and your team only steps in when something needs a person.
The customer photographs their ID and a recent bill on their phone.
Done by: Customer
Each one is read, its type confirmed and its details compared with what the customer told you.
Done by: Automatic
Their details are filled into your agreement template.
Done by: Automatic
Signed on a page in your brand, on whatever device they are holding.
Done by: Customer
They choose a time with the right member of your team.
Done by: Customer
Email and text confirmations, with a reminder before the day.
Done by: Automatic
Questions answered and loose ends chased, with a person brought in when needed.
Done by: Automatic
Each step is a separate product. Use the ones you need, in the order your process already works. Steps that are not yet generally available are labelled.
Each is switched on and charged separately, so you can start with one and add the next when you're ready. Availability is shown on every product.
Get documents signed without sending customers somewhere they don't recognise.
Generate the documents your process needs, already filled in.
Templates filled in from your data, and packs of documents sent for signature, work today through Sign. Generating documents without sending them for signature is coming soon.
Let customers book the right appointment with the right person, without the back-and-forth.
Keep customers informed on the channels they already use, without anyone having to remember.
Email and SMS are available now. WhatsApp is coming soon.
Collect and check what you need before a customer moves forward.
Document uploads and AI document checks are available now. Address lookup and identity verification are coming soon.
Business phone calls, made and answered from Proxy or from inside your CRM.
Hand the repetitive follow-up to an AI agent that works the way you tell it to.
Agents work over SMS and email.
Your team can send signing requests, see bookings, review document checks and read conversations in Proxy from day one, with nothing to build. When you are ready, the same products connect to your CRM, case system or website, so the next step starts itself.
How it connects Developer documentation (opens a different site)
Each example pairs the customer's step with the view your team gets afterwards. Drawn examples are labelled as illustrations.
The customer signs on a page in your brand. Your team sees the request move from sent to viewed to completed, without chasing by email.
Customer
The customer reviews and signs on your signing page.
Your team
Each request and each signer, with its current status.
The customer picks a time that is genuinely free. It lands on the right person's calendar with the answers to your booking questions.
Customer
The customer chooses a day and a time on your booking page.
Your team
The day's appointments, by member of staff.
The customer uploads from their phone. Your team sees what each document was read as, what was found, and anything that needs a person to look.
Early access Document uploads and AI document checks are available now. Address lookup and identity verification are coming soon.
Customer
The customer sees what is still needed and uploads it.
Your team
The result of each check, with the details it read.
Two more examples: a document pack, and the message log
Every rate is published, with worked examples. No setup fee, standing fee or minimum spend.
See pricingCustomer files are stored in London and encrypted at rest, and each organisation's data is kept apart from every other.
How data is protectedProxy works alongside your CRM or case system. Use it on its own first, and connect it when you are ready.
How it connectsTell us how customers move through your business today. We reply by email, usually within two working days, with the products that fit, a walkthrough using an example like yours, and a cost worked out from the published rates.