Features
Introduction to Job Management with FYI
This Guide provides insights into the benefits of using FYI for Job Management, where you can w ork from a dedicated job workspace and know in an instant where every job stands across the entire team, without leaving FYI.
Click here to download the guide.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Automation, Elite, Tasks