FYI

Start a free trial, navigate FYI, learn the essentials.

Follow our process to configure FYI, migrate your documents and onboard your team.

Access our growing library of masterclasses, training webinars and tutorials.

Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.

Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.

Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.

Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.

Create and delegate tasks. View task lists by user, job, client or practice. Get notified when tasks are completed.

Display and maintain XPM jobs within FYI. File documents at a job level. Add commentary and tasks. Add time.

Enable the review and approval of emails and documents. Assign approval authority to partners or managers.

Collaborate with your team and clients. Use comments, co-edit, share documents securely, automate digital signatures.

Use time-saving automations across document creation, import, filing, email communication and more!

Set up and configure FYI, stationery, templates, app integrations and automations.

Check here for a round-up of new features, fixes and other important announcements.

Check here for answers to frequently asked questions.