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Getting Started
Start a free trial, navigate FYI, master the essentials.
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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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Document Automation
Store documents with enforced filing and all the controls you’d expect from a paperless office.
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Workflows
Enable the review and approval of documents. Use Comments to collaborate with your team.
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Email Management
Automatically capture and file client emails, access email templates and more.
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Client Relationship Management
Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
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Task Management
Delegate, update and complete tasks. View outstanding tasks across the entire practice.
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Job Management
Display and maintain XPM jobs within FYI. Add commentary, file documents, add tasks and time sheets at a job level.
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Process Automation
Time-saving automations across document creation, email communication, filing and more!
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Administration
Configure FYI for your practice, manage stationery and templates, set up app integrations.
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Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
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FAQs
Check here for answers to Frequently Asked Questions
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Release Notes
We regularly deploy updates to improve the product. Check here for a round-up of new features and enhancements.
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Learning Resources
Access our growing library of masterclasses, training webinars and tutorials.
