Webinar | Discover FYI: Client documents, forms and fixed fee billing
In this session, our team shows how FYI brings document management, automation and practice management together, through three workflows most practices deal with every week. You will follow one example client, the Harlow family, from preparing their year-end pack to collecting new information and billing the work.
What you’ll see
- A quick look at FYI: a short tour of the platform, from documents and jobs to clients and billing. [5:19]
- Prepare and securely share client documents: collate, edit and redact PDFs without leaving FYI, then send them with Secure Link. [14:25]
- Collect client information and automate next steps: a client completes an online form, your team approves it, and FYI updates the client record. [28:03]
- Simplify fixed fee billing: create fixed fee invoices automatically, with WIP kept in sync. [36:16]
- What’s next in FYI: including FYI AI. [42:14]
Who it’s for
Practice owners, partners and practice managers who want to see how FYI could work in their practice.
See how FYI fits your practice
This webinar shows three workflows. In a personalised Platform Tour, our team looks at how your practice works and shows you the parts of FYI that matter most to you.