Platform Admin

Set up and configure FYI.

Setting up your FYI Account

User Setup

Practice Setup

Practice Settings General

Practice Settings Documents

Practice Settings Jobs

Practice Settings Time and Invoice

AutoFile, Client and Practice Filing Defaults

Enabling FYI as PM

FYI as Primary

Practice Activity

Merge Fields

Custom Fields

Practice Maintenance

Refiling Documents and Export

Practice Mergers and Splits

Stay Up-To-Date

  • Events

    We host a range of product demos, training webinars, workshops and more.

  • Service Status

    Check for updates on the FYI Platform

  • What's New

    Round-up of new features, fixes, and other important announcements.