CONSULTING SERVICES

Get more done in every moment

Our consultants are here to support you to halve the time you spend on compliance and admin by leveraging FYI's feature-rich platform.
  • Tailored packages to suit your requirements
  • Expert consulting advice
  • Proven ROI

Automate your Practice

Whether it’s just an extra hand to build an existing process or crafting tailor-made automations from scratch, our expert consultants will work closely with you to optimise your operations for maximum productivity.

    Templatise your Documents

    Create standard emails and documents at light speed. Templates make it quick and easy to create standard emails, documents, and files, and to file them consistently. Our expert team works with you to ensure your templates are configured to your requirements.

      Elite Best Practice Service

      Recently upgraded to Elite? Need some guidance and assistance to implement best practice – look no further – this all encompassing service will ensure you’re configured with our best practice so you can enjoy a new standard of practice management with Elite!

        Tailor your Reports with FYI Elite

        Our expert consultants can assist you in tailoring your practice reports to meet your unique reporting requirements. This is for Australia and New Zealand practices only at this point in time.

          General Consulting

          Looking to get more out of your FYI Platform? Our consultants can help to point you in the right direction or tailor a proposal for a specific project you have in mind.

            Onboarding to FYI

            If you’re new to FYI and looking for a hassle-free transition to the FYI platform, we have onboarding services that can be scaled to match the size of your practice and migration needs.

              Want to see FYI in action?

              Book a demo or start a 30-day free trial today.