CONSULTING SERVICES

Automate the creation and filing of documents

Create standard emails and documents at light speed. Templates make it quick and easy to create standard emails, documents, and files, and to file them consistently.

Tailored packages to suit your requirements
Expert consulting advice
Proven ROI

Templatise your Documents

Our template service provides you with a helping hand to bring your templates into your platform and optimise them for consistent document creation and filing, ensuring maximum productivity. Our expert team works with you to ensure your templates are configured to your requirements.

Template Block of 10

Give your practice a quick uplift with professionally configured and optimised templates. We’ll refine ten of your existing documents and get them ready for seamless use in FYI.

Priced from $199

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Template Block of 20

Give your practice a quick uplift with professionally configured and optimised templates. We’ll refine twenty of your existing documents and get them ready for seamless use in FYI.

Priced from $398

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Template Build

For practices that need an extra helping hand to configure and optimise a large quantity of document templates. Our expert team will scope your requirements and provide a tailored proposal.

Investment tailored to your scope

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We knew there was a better way of working.

ABBY ACUTT CLIENT SERVICES MANAGER

G J WALSH & CO

The way we work has been transformed. FYI has challenged us to improve our processes and to work smarter.

TASHA ROSSITER PRACTICE MANAGER

SIDCOR

If you’re not in the cloud, you’re not a firm of the future.

JARROD BRAMBLE PARTNER

CUTCHER & NEALE

Customer Stories