Product
Why FYI
Proven Return on Investment
Security and Reliability
Easy Onboarding
Explore
Integrations
Elite
Features
Emails
Automate the creation and filing of client emails.
Documents
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Client Management
Keep a record of every client interaction in one place.
Tasks & Comments
Delegate and manage tasks with ease.
Job Management
Manage jobs the easy way.
Workflows
Review and approve documents in a flash.
Collaborate
Discover new ways to work with your team and clients.
Process Automation
Automate daily admin tasks and processes to save time.
Time & Billing
Track and bill your WIP, simply and easily.
Reporting
Your shortcut to customisable, automated insights.
Employee Management
Secure, discreet and automated employee management.
Services
Our Services
Onboarding
Our expert guidance ensures a smooth transition to FYI.
Migration
Migrate all kinds of data easily with zero downtime.
Support
With email support and comprehensive resources, help is always at hand.
Customer Stories
Resources
Resources
Automation Library
Ready-to-go automations for a range of processes used in practice.
Customer Stories
Hear what our customers have to say about FYI.
Events
We host a range of product demos, training webinars, workshops and more.
What’s New
Keep up to date with the latest and greatest time-saving features and automations.
Blog
News and insights from the FYI team.
FAQs
Your most common questions answered
Service Status
Check for updates on the FYI platform
Contact Us
Contact Us
Support
Pricing
Login
Contact Us
Login
Get Started
step-3.3
The creation of the job in XPM triggers a multi-step automated process within FYI
Product
Why FYI
Proven Return on Investment
Security and Reliability
Easy Onboarding
Explore
Integrations
Elite
Features
Emails
Automate the creation and filing of client emails.
Documents
Automate the creation and filing of documents.
Search & Retrieval
Access the info you need in seconds.
Client Management
Keep a record of every client interaction in one place.
Tasks & Comments
Delegate and manage tasks with ease.
Job Management
Manage jobs the easy way.
Workflows
Review and approve documents in a flash.
Collaborate
Discover new ways to work with your team and clients.
Process Automation
Automate daily admin tasks and processes to save time.
Time & Billing
Track and bill your WIP, simply and easily.
Reporting
Your shortcut to customisable, automated insights.
Employee Management
Secure, discreet and automated employee management.
Services
Our Services
Onboarding
Our expert guidance ensures a smooth transition to FYI.
Migration
Migrate all kinds of data easily with zero downtime.
Support
With email support and comprehensive resources, help is always at hand.
Customer Stories
Resources
Resources
Automation Library
Ready-to-go automations for a range of processes used in practice.
Customer Stories
Hear what our customers have to say about FYI.
Events
We host a range of product demos, training webinars, workshops and more.
What’s New
Keep up to date with the latest and greatest time-saving features and automations.
Blog
News and insights from the FYI team.
FAQs
Your most common questions answered
Service Status
Check for updates on the FYI platform
Contact Us
Contact Us
Support
Pricing
Login
Contact Us
