ONBOARDING SERVICES

Your hassle-free road to success

Ensure a smooth transition to FYI with expert guidance at every stage. With our easy onboarding process, you’ll be live ASAP.
  • Go Live in as little as four weeks
  • No downtime for your team
  • Migrate documents with historical filing details
  • Fast pay-back

Hit the ground running

Our onboarding services can be scaled to match the size of your firm and the complexity of your data migration and project management needs.

QuickStart Onboarding

For practices that don't require assistance with the migration of documents. Includes a setup meeting, live Q&A, and access to eLearning.
Priced from $495

Assisted Onboarding

Transition to FYI with guidance from an FYI Onboarding Specialist. Includes data migration, set-up and training for both admins and users.
Priced from $1,500

Concierge Onboarding 

For larger practices needing complex data migration and more hands-on assistance with project management.
Contact us for pricing
The transition from MYOBAE to FYI was seamless, and the FYI team walked us through every step.”

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

REBECCA RAEBURN
TOOHEY REID
JOS PEMBERTON ADMINISTRATOR
AVID BUSINESS AGENCY 

Our Process

Our standard process follows 6-steps, each customised to suit your practice
1

Kick-Off

Your Onboarding Consultant will create a project plan that suits your practice, book your Go Live date, and schedule key dates for data migration and live training.
2

Data Migration

Your Onboarding Consultant will assist with the setup of your filing structure in FYI and start mapping your data. When ready, use the FYI Migrate App to start syncing documents from your legacy DM store to FYI. The FYI team will file your documents in FYI according to your specifications.
3

Configure FYI to suit your practice

FYI is pre-loaded with best-practice configurations to help you hit the ground running. Our onboarding team will guide you through these and provide recommendations to suit your practice. We will set up your practice letterhead and email signature. Simply follow our checklist to configure the features you’d like to use from Day 1.
4

eLearning courses for all users

Our eLearning program is delivered in-app and available to all FYI users at no extra cost. It includes everything you need to know to start out as a new user or admin. Complete each course at your own pace and keep track of your progress. Put yourself to the test with interactive exercises designed to get you using FYI like a pro.
5

Personalised Live Training

Live training sessions are customised to suit your team and practice. This allows our specialists to provide guidance on how to use FYI for your unique work processes and procedures, and to answer any questions you may have. 
6

Post Implementation Review

Your Onboarding Consultant will check-in with you to ensure your team is making the most of FYI.

Want us to develop an onboarding plan for your practice?

A free discovery meeting is the best place to start. Tell us about your practice so we can formulate a bespoke onboarding plan to meet your unique requirements.