Documentation
Everything you need to set up, configure, and scale your practice on FirstFront.
Getting Started
Onboarding flow, setup checklist, and everything you need to go live on FirstFront — typically within 2 weeks from kickoff.
Compliance Vault
Automated intake, document workflows, audit trails, compliance health reports, and secure client portals — step-by-step guides for every feature.
AI Platform
AI Voice Receptionist setup, multi-channel messaging (SMS, email, WhatsApp), AI Employee Suite, and workflow automation configuration.
Integrations
Connect your calendar, CRM, and practice management tools. Webhooks and API access for custom workflows.
Compliance Resources
Regulatory guides for FCA, SRA, GDPR, and ICO compliance. Audit trail best practices and data retention policies.
Support & FAQs
Troubleshooting, common questions, and how to get help from the FirstFront team.
Getting Started
From kickoff to go-live in under 2 weeks. Here's what to expect.
1. Discovery call
We map your existing workflows — intake, document management, client communication, and compliance reporting. You get a detailed automation roadmap before any configuration begins.
2. Platform setup
Your FirstFront instance is configured with your brand, domain, and pricing. We set up Compliance Vault, AI Platform, or both — including AI Voice Receptionist scripts, workflow builders, and client portal.
3. Data migration
We import existing client data, document templates, and compliance records. Our team handles the migration so nothing falls through the cracks.
4. Training & go-live
Your team gets hands-on training. We run a parallel pilot to validate everything before cutting over. Post-launch support included.
Compliance Vault
Automated compliance for HR, insurance, and probate — intake, audit trails, document management, and regulatory reporting under one roof.
Automated intake
Custom intake forms that collect client data, documents, and signatures automatically. Incomplete submissions trigger AI-powered follow-ups until everything is collected.
Audit trails
Every action — document access, status changes, communications — is logged immutably. Exportable reports ready for FCA, SRA, and ICO inspections.
Document vault
Secure client portal for document upload, storage, and retrieval. Role-based access, version history, and automated retention policies.
Compliance health reports
Monthly automated reports that score your compliance posture across key metrics — with recommendations for improvement.
AI Platform
Voice, messaging, AI employees, and workflow automation — one integrated platform.
AI Voice Receptionist
Answers every call with human-like speech. Qualifies leads, answers FAQs, and books appointments directly into your calendar. Custom scripts, transfer rules, and voicemail behaviour configurable from the dashboard.
Multi-channel messaging
SMS, email, and WhatsApp from one inbox. Automated follow-ups, appointment reminders, and campaign sequences — all tracked and logged to the client record.
AI Employee Suite
Deploy AI employees for scheduling, follow-ups, and review collection. Each is configured with your practice's voice, knowledge base, and escalation rules.
Workflow automation
Drag-and-drop workflow builder for complex multi-step processes. Triggers, conditions, actions across compliance and AI — no code needed.
Integrations
FirstFront connects with the tools you already use. Webhooks and API access available for custom integrations on Enterprise plans.
Compliance Resources
Regulatory guides and best practices for multi-region compliance.
FCA compliance
Our audit trails and reporting modules are designed to meet FCA requirements for record-keeping, client money handling, and regulatory reporting.
SRA compliance
Solicitors Regulation Authority standards for accounts rules, client identification, and file management are built into Compliance Vault workflows.
GDPR & data protection
FirstFront provides data retention policies, access controls, and export/deletion tooling to support GDPR compliance across EU markets.
ICO registration guidance
Guidance on UK Information Commissioner's Office registration requirements for practices handling personal data.
Support & FAQs
How do I get help?
Email support@firstfront.xyz or call +91 7975364739 (India) / +1 571-748-3060 (USA). We respond within 24 hours on all plans.
How long does setup take?
Most clients go live within 2 weeks. AI Voice Receptionist can be live in under 48 hours.
Is there a contract?
No. Month-to-month with no long-term commitments. Cancel any time with 30 days' notice.
Can I migrate my existing data?
Yes. Data import is included in onboarding. We work with your existing records for a smooth transition.
What happens if I cancel?
You keep full ownership of all data. Complete export within 14 days. Our copies securely deleted within 30 days.
Ready to transform your operations?
Book a free consultation. We'll map your workflows and recommend the right product — compliance, AI, or both.