FYI + Socket
Connect FYI with Socket to turn your practice management actions into timely, personalised alerts for your clients.
This integration helps firms automate key client outreach like due dates, reminders and status updates, without manual emails or manual messaging.
Instant Notifications
With the integration enabled, actions and events in FYI trigger notifications in Socket, helping you keep clients informed at the right time.
Personalised Messaging
Create tailored communication flows based on job status, document activity or task changes all delivered through SMS, WhatsApp or email via Socket.
Reduce Manual Work
Automate reminders and updates so your team spends less time chasing and more time advising.
Better Client Experience
Provide clients with clear, proactive updates that reduce confusion and strengthen trust.
About Socket
Socket is a communication platform that empowers businesses to send personalised, compliant client notifications via SMS, WhatsApp and email. Designed for professional services, Socket helps firms automate reminders and updates, create two-way messaging experiences and improve overall client engagement all while ensuring messages are timely, relevant and measurable.