Features
Locating Jobs with #maximumefficiency
Locate jobs in seconds, from the list or board views across all jobs or from My Jobs in the Home workspace.
Watch this trailer to learn how to search across all jobs or jobs for a specific client or client group and locate jobs with #maximumefficiency with FYI.
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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