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, access 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.

Delegate, update and complete tasks. View outstanding tasks across the entire practice.

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

Enable the review and approval of documents.

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 and enhancements.

Check here for answers to frequently asked questions.