FYI + Cradle
Connected. Efficient. Effortless.
Powerful integrations that bring your entire practice together — so your team can work smarter, faster, and with more confidence.
Smarter Communication, Instantly Connected
Cradle helps firms build stronger client relationships through seamless, cloud-based calling. Integrated with FYI, every client call — inbound or outbound — is automatically logged, so your team has a complete picture of client communication in one place.
All Calls, One Source of Truth
With FYI + Cradle, each call is automatically recorded as a phone entry in FYI, linked to the relevant client and user. Notes and call details are captured in real time, ensuring every interaction is accessible and traceable without the need for manual entry.
Better Visibility Across Your Firm
This integration gives partners and teams clear visibility over all client touchpoints. Whether reviewing recent conversations, following up on queries, or checking team workload, the information you need is right where you expect it — inside FYI.
More Time for Meaningful Conversations
By eliminating double handling and data entry, the FYI + Cradle integration empowers your team to focus on clients, not admin. It’s communication made smarter — freeing you up for more valuable conversations and stronger client connections.