A digital office – reimagined
for the perfect practice
One place for your team to work together – from anywhere
- Store every email and document in a single client-centric database in the cloud, accessible anywhere, anytime.
- Everything is stored using consistent filing rules and organised by job.
- Practice documents, templates, policies and procedures are easy for your team to access.
- Every email between clients and your team is stored centrally – not locked away in individual inboxes.
FYI was born in the cloud with enterprise-grade security. Rest assured that your documents have the highest levels of protection.
Store documents your way. FYI filing cabinets are completely configurable and client security controls restrict access to sensitive information.
A dedicated workspace for every clientLearn More
Work efficiently with your team
Maintain a complete client file
The right information always accessible
Locate information in secondsLearn More
Retrieve client documents efficiently
Save time with documents views
Search, filter and sort to find what you need
Unlock your inbox, with relevant emails automatically added to the client file.
Forget wading through your inbox to manually file or forward emails internally. Let FYI auto-file client emails as soon as they hit your inbox, making them – and any attached documents - immediately accessible to your team. Once filed, emails in a thread are automatically linked in FYI, making it easy to keep your team up to date.
Working with documents has never been so easyLearn More
Get hyper-productive in Office
Create standard emails and documents at light speed
Avoid document conflicts and track activity
Single mouse-clicks for a range of actions
New ways to collaborateLearn More
Co-edit documents with your team
Add comments for everyone to see
Co-edit documents with your clients
Share documents and folders securely
And receive documents from clients efficiently
Explore more ways FYI can re-engineer your practice
Manage your work
More ways to recover more time — and concentrate on work that adds more value.
Automate your practice
Automate repetitive tasks and make every second count for more.