CONSULTING SERVICES
Become a high-performing practice, unlock your potential with FYI's core capabilities.
The Solutions Program is a guided, hands-on service designed to help your team fully implement and adopt FYI’s core capabilities across three key areas. Documents. Work. Automation.
- Hands-on best practice workshops
- Expert consulting advice
- Proven ROI
Solutions Program
A structured, expert-led program delivered over 12 sessions, plus a post-program Q&A, focused on embedding best practice workflows into your business.
We work alongside your team to configure, optimise, and embed FYI so your team have more time for more.
What You’ll Achieve
- Clear, consistent document management across your practice
- Full visibility of client communication
- Streamlined task and job management
- Automated workflows that remove repetitive work
- A connected, efficient practice
Stop scratching the surface of what the platform can do. Start running a smarter, faster, more automated practice.
We knew there was a better way of working.
The way we work has been transformed. FYI has challenged us to improve our processes and to work smarter.
FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game-changer!
If it can be done by tech, let’s do it.
FYI’s email integration is the easiest that I have ever used.
FYI’s task system is outstanding and has had a profound effect on limiting the number of emails we send as a business.
“FYI is more than a document management solution. It’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer.”
How it works
This program is delivered over 12 sessions, plus a post-program Q&A to ensure you're set up for long term success with FYI.
Upon receiving your request our team will reach out to confirm your program, discuss next steps, and kick off your program.
Upon receiving your request our team will reach out to confirm your program, discuss next steps, and kick off your program.
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Session 1: Emails that file themselves
Learn how to eliminate manual email filing by using FYI to automatically capture, file, and organise every client email and attachment in a central location, giving your entire team instant visibility and access. By integrating directly with Outlook, applying consistent filing rules, and using templates and auto-filing, your practice can save significant time, ensure nothing is lost, and stay fully across all client communication without relying on individual inboxes.
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Session 2: Client communication visibility
Learn how to bring every client interaction into one clear, central view with FYI, capturing emails, documents, notes, and activity in a shared workspace your whole team can access. This ensures nothing slips through the cracks, gives full visibility over ongoing conversations, and allows anyone in your practice to quickly understand the full history of a client relationship, respond confidently, and deliver a more consistent, connected client experience.
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Session 3: Quality assurance and integrity for all documentation
Learn how to manage all documents in a secure, structured, and centralised system within FYI, ensuring consistent filing, version control, and easy retrieval across your practice. By standardising how documents are created, stored, and maintained, your team can reduce errors, maintain compliance, and confidently work from accurate, up-to-date information at all times.
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Session 4: Find whatever you need in a flash
Learn how to quickly locate any document, email, or piece of information using FYI’s powerful search and filtering capabilities, removing the frustration of digging through folders or inboxes. With fast, intuitive search across your entire practice, your team can access what they need in seconds, improving efficiency, reducing downtime, and keeping work moving without interruption.
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Session 5: Work effectively with your team and clients
Learn how to collaborate seamlessly using FYI by sharing documents securely with clients through the client portal, ensuring sensitive information is exchanged safely and professionally. By centralising communication, controlling access, and linking everything to the right context, your team can reduce back-and-forth emails, maintain security and compliance, and deliver a smoother, more trusted client experience.
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Session 6: Manage tasks with ease
Learn how to efficiently create, delegate, and track tasks within FYI by linking them directly to emails, documents, and jobs, providing full context and eliminating the need for scattered to-do lists or internal emails. With shared task lists, custom views, and real-time notifications, your team gains clear visibility over responsibilities, priorities, and deadlines, making it easier to stay organised, collaborate effectively, and keep work moving across the entire practice.
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Session 7: Accelerate workflows and make your practice more responsive
Learn how to streamline document approvals and digital signatures. By setting up structured approval processes, assigning responsibilities, and enabling secure e-signatures, your team can reduce delays, maintain compliance, and ensure documents are reviewed, approved, and sent efficiently, keeping work moving and clients responded to faster.
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Session 8: Manage jobs the super easy way
Learn how to manage and track all your jobs from a central workspace in FYI, giving your team clear visibility over every job’s status, tasks, documents, and deadlines in one place. By organising work into structured jobs with real-time updates and intuitive views like lists or boards, your practice can easily monitor progress, identify bottlenecks, and ensure work is completed efficiently without switching between systems.
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Session 9: Build your perfect app stack
Learn how to connect FYI with your broader tech stack, integrating with your practice management system, Microsoft 365, and a wide range of third-party apps to create a seamless flow of data across your business. By linking your systems and leveraging integrations, your practice can reduce double handling, keep information in sync, and build a connected ecosystem that supports more efficient and automated ways of working.
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Session 10: Automate Your Clients' Experience
Learn how to automate client-related processes in FYI, from onboarding through to reminder communication and birthday wishes. Ensuring consistent and timely interactions without manual effort. By setting up client-focused automations, your practice can deliver a smoother experience, reduce admin, and ensure nothing is missed across the client lifecycle.
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Session 11: Automate Your Job Management
Learn how to automate job workflows to keep work progressing efficiently, triggering tasks, document creation, and status updates as jobs move through each stage. By reducing manual touchpoints and standardising processes, your team can manage higher volumes of work with greater accuracy and less effort.
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Session 12: Automate Your Practice (build your own Automation)
Learn how to design and build your own custom automation tailored to your requirements, combining triggers, rules, and actions across FYI. This session empowers your team to create a personalised automation journey that fits how your practice operates, unlocking even greater efficiency and scalability.
Stop scratching the surface of what the platform can do. Start running a smarter, faster, more automated practice.
Talk to us about the Solutions Program today.