FYI + PM Hub
Connect FYI with PM Hub to keep client information, invoices and key practice data connected. Reduce manual administration and give your team greater visibility over client revenue and practice activity from within FYI.
Keep client details up to date
Synchronise client information from PM Hub into FYI on demand, helping keep important client details aligned across both platforms and reducing duplicate data entry.
Automatically file invoices
Upload PDF invoices from PM Hub directly into FYI and automatically file them to your nominated Cabinet. Keep invoices together with the rest of your client records without the need for manual downloading and filing.
Synchronise important practice data
Bring PM Hub custom field information into FYI to keep key client and practice data accessible where your team already works. Matching custom fields help maintain consistent information across both systems.
Improve revenue visibility
Bring PM Hub invoice and client information into FYI to give your team better visibility over client revenue and related practice activity. Keep financial information connected with the broader client record for easier oversight.
About PM Hub
