Events
We host a range of product demos, training webinars, workshops and more. There's something for everyone.
Getting the Most out of FYI Series
Discover smarter ways to work in FYI with practical workflows that help your team save time, improve visibility and get more from the platform.
Automation Workshop – Advanced
Welcome to FYI's Advanced Automation Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate a nominated automation for your practice.
Automation Workshop – Foundations
Welcome to FYI's Automation Foundations Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate key automations for your practice.
The FYI Lounge
Welcome to The FYI Lounge! A dedicated weekly space with a Client Success Consultant to ask your FYI questions.
FYI Training – Live Q&A
FYI training for our new users, showcasing day-in-the-life scenarios using the core feature sets of FYI followed by live Q&A with one of our client success consultants.
Introduction to FYI
Want to see FYI in action? Join us for a walk-through of the platform and see how FYI makes a real difference to your workday.
Webinar | Discover FYI: Client documents, forms and fixed fee billing
See three everyday workflows in action: preparing and sharing client documents, collecting client information, and billing fixed fee work.