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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
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Learning Resources
Access our growing library of video tutorials, training webinars and masterclasses. Note! Our videos are guides are...
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Emails
Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
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Documents
Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
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Search and Retrieval
Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.
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Clients
Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
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Tasks and Comments
Create, delegate and view tasks. Notifications when tasks are completed. Use Comments for questions and commentary.
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Jobs and Time
Display and maintain XPM jobs within FYI. File documents at a job level. Add commentary and tasks. Add time.
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Workflows
Enable the review and approval of emails and documents. Assign approval authority to partners or managers.
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Collaborate
Collaborate with your team and clients. Use co-edit, share documents securely, receive documents from clients.
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Process Automation
Use time-saving automations across document creation, import, filing, email communication and more!
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Apps and Integrations
Connect FYI to your favourite apps.
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Administration
Set up and configure FYI.
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What's New
Check here for a round-up of new features, fixes and other important announcements.