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  • Getting Started

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

  • Onboarding

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

  • Learning Resources

    Access our growing library of video tutorials, training webinars and masterclasses. Note! Our videos are guides are...

  • 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 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.

  • Collaborate

    Collaborate with your team and clients. Use co-edit, share documents securely, receive documents from clients.

  • Process Automation

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

  • Apps and Integrations

    Connect FYI to your favourite apps.

  • Administration

    Set up and configure FYI.

  • What's New

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

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