SEARCH & RETRIEVAL

Find whatever you need in a flash

Save time and be more productive with the ability to instantly locate all the emails,
documents and client interactions you can think of, in one platform.

Speed up document retrieval practice-wide

Make the right information easier to find, with
configurable Filing Cabinets

  • Speed up document retrieval, with information stored in line with practice needs
  • Store client and non-client documents in a way that reflects the division of operations in your practice
  • Configurable to suit your unique requirements

Keep sensitive documents secure

Protect sensitive documents and allow users to work conveniently inside their group, with
Cabinet Security

  • Control access rights to sensitive documents, simply and easily
  • Users don’t see documents filed in Cabinets they do not have access to
  • User only see documents filed in cabinets they have access to

Find the right document faster

Retrieve documents faster, save time and enhance client service, with
Dynamic Search

  • Navigate seamlessly between group, client and job workspaces to locate documents in an instant
  • Search across client groups, clients and jobs quickly and easily
  • Retrieve documents efficiently and effectively, every time

Capture all related documents

Find all related documents and references in seconds, with
MetaData and Full Text Search

  • Find anything you have permission to access – using powerful search tools, sorting, filtering and tags
  • Filter and sort the database to retrieve a precise list of documents effectively – even in large document stores
  • Use the Filter Drawer to locate documents in cabinets the same way you do in Windows Explorer folders

Customise how documents are displayed

Set up document views based on your specific practice needs, with
Document Views

  • Use Standard Views such as Recent, Incomplete or Unsent Documents to put specific documents at your fingertips
  • Create custom views unique to your practice by saving any search criteria, column order and filter on any list
  • Share view options with users across your practice

Your most-accessed documents at your fingertips

Mark documents you use frequently for easy access, with
Starred Documents

  • "FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."

    Alistair Scanlon Partner - Scanlon Richardson Accounting

Ready to improve your firm's productivity?

Start a 30-day free trial today.