Document Management

Learn how to Automate the creation and filing of documents using FYI:

• Store emails, documents, meeting records, phone calls and file notes in a single client-centric database.
• Apply structured filing rules by Client, Cabinet, Job and more.
• Practice templates, policies and procedures all stored in knowledge cabinets and easily accessed by your team.
• Import and file documents in multiple ways – drag & drop, bulk import or save directly from Office.
• Create, edit and file documents seamlessly – on your desktop or in your browser.
• Preview emails and documents without the need to open or export
• And more…

To dive deeper into FYI’s capabilities and allow us to tailor our solutions to your needs, we encourage you to book a personalised platform tour here.