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  • Emails
    Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
  • Documents
    Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
  • Search and Retrieval
    Locate your documents in seconds using views, sorts and filters to get the full power of metadata and search.
  • Clients
    Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
  • Tasks and Comments
    Create, delegate and view tasks. Notifications when tasks are completed. Use Comments for questions and commentary.
  • Jobs and Time
    Display and maintain XPM jobs within FYI. File documents at a job level. Add commentary and tasks. Add time.
  • Workflows
    Enable the review and approval of emails and documents. Assign approval authority to partners or managers.
  • Legacy Collaborate
    Share documents and folders securely with clients using OneDrive.
  • New Collaborate
    Collaborate with your clients. Share documents and folders securely in a dedicated client portal on SharePoint.
  • Process Automation
    Use time-saving automations across document creation, import, filing, email communication and more!
  • Apps and Integrations
    Connect FYI to your favourite apps.

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What's New
Round-up of new features, fixes, and other important announcements.

Announcements

  • Elite Plan: Rollout and what it means for your Practice

    We're excited to introduce the latest edition t...

  • Announcing the End of Life for Internet Explorer 11 (Action required by 30.11.2023)

    Microsoft announced the end of life for Interne...

  • Announcing the release of New Collaborate

    We're excited to announce the highly anticipat...

  • September 2023 Release Notes

    Take a look at this month's new features, enhan...

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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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