EASY ONBOARDING

Ensure a smooth transition to FYI

Our proven approach to implementation makes it easy to migrate your data, configure FYI for your practice and train your team.

Go Live in as little
as 4 weeks

Simple assisted
onboarding process

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No downtime
for your team

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Migrate documents with historical filing details

Want to learn more about our onboarding process?

Our Implementation Guide covers everything you need to know.

Assisted Onboarding

Transition to FYI with guidance from an FYI Onboarding Specialist. Includes data migration, set-up and configuration of FYI to suit your practice, and training for both admins and users.

Priced from $1,500

Concierge Onboarding

For larger practices needing complex data migration or more hands-on assistance with project management, we offer a bespoke service designed to suit your precise needs.

Contact us for pricing

Ready to get the power of FYI working for you?

A discovery meeting is the first step in developing an onboarding plan for your practice

“The transition from MYOBAE to FYI was seamless
and the FYI team walked us through every step.”

Rebecca Reaburn – Toohey Reid

Migrate your historical documents to FYI

Enjoy a seamless transition to FYI, with no loss of data and no need to work within two systems. In most instances, we can extract data such as client, year, document name, type, date created and date modified. Depending on your legacy system, we may also be able to migrate the client group, cabinet and work type for each document – and more.

  • Over 60 million documents migrated to FYI
  • Tried and tested migration routines.
  • Replicate existing filing structures or create new
  • Migrate client and non-client files
  • No downtime = no loss of billable hours

Data that can be migrated to FYI.

Configure FYI to suit your practice

Your Onboarding consultant will guide you through the initial setup and configuration of FYI to suit your practice. Training for administrators will ensure your practice gets the full benefits from FYI’s existing features and evolving process automation.

Initial Setup and Configuration

  • Filing Cabinets and Categories
  • User Groups and Active Users
  • Templates and Stationery
  • Integrations and Automations

Training for Administrators

  • Managing Templates and Stationery
  • Practice Settings
  • Automating your Practice

Training to help your team hit the ground running

Our onboarding services include live group training for both users and administrators – customised to suit your team and practice. Our specialists can provide guidance on how to use FYI for your unique work processes and procedures.

Building your Foundations

  • Navigating FYI
  • Learning the Essentials
  • Finding Information in FYI
  • Document Management Fundamentals
  • Filing Emails from Outlook

“This has been the easiest transition that I have ever experienced in moving systems. You have done a great job in getting us prepared. Our staff are now using FYI and really love it.” 

Jos Pemberton – Avid Business Agency

Help when you need it

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Ongoing email support is included in your monthly subscription. For complicated issues, we initiate outbound calls.

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Visit the Help Centre for articles, video tutorials and resources to help you use FYI to its full potential.

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Join the FYI User Community to learn about best practice and to share ideas with our growing user base.

Our implementation partners are here to help

Interested in learning more?

Read our answers to frequently asked questions related to getting started,
onboarding, data security and migration.