FYI Training – Live Q&A
FYI Training & Live Q&A
Run Time: 45 minutes
Welcome to FYI Training!
In this session, your Client Success Consultant will take you through some day-in-the-life scenarios using the core feature sets of FYI, applying what you’ve learned from completing FYI’s Learn Courses and putting it into practice. There will be dedicated time for Q&A, answered live to ensure you’re set up for success with FYI.
This webinar is designed for new users wanting to get the most out of their FYI platform.
Please note this webinar is not recorded, however, it does run on the first Tuesday every month.
Other Live Events
FYI x FeeSynergy Webinar
Join FYI and FeeSynergy for a practical session on streamlining your firm’s billing, debtor management and payment processes. Discover how integrating document and workflow automation with smarter payment solutions can reduce admin, improve cash flow, and create a more seamless client experience. We’ll walk through real-world examples, demonstrate how the integration works in practice, and share tips to help your firm save time while getting paid faster. Ideal for practices looking to modernise their end-to-end processes and remove friction from invoicing through to payment.
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 Automation Lounge
Welcome to FYI's Automation Lounge! A dedicated weekly space with a Client Success Consultant to talk all things automation for your practice.
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.