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FYI
Learning Resources
Getting the Most out of FYI
Getting the Most out of FYI
3-part series designed for practices to take productivity to the next level, recover more time and concentrate on work that adds more value.
Getting the Most out of Jobs (September 2023)
Emails that File Themselves (May 2023)
Make your Practice More Productive (May 2023)
Automate to Save Hours on Routine Work (May 2023)
Stay Up-To-Date
Events
We host a range of product demos, training webinars, workshops and more. There's something for everyone.
Service Status
Check for updates on the FYI Platform
What's New
Round-up of new features, fixes, and other important announcements.
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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.
new collaborate, automation, merge fields, primary client, in tray