System Implementation

Book an obligation free discovery meeting through the link below.

 
 

Our Implementation Service

Our typical implementation service and project time line is demonstrated below. Of course this can change depending on other systems you may be implementing but we undertake a broad discussion with you during our discovery sessions to determine the best strategy and timing.

 
 

Project Duration

A minimum of 3-4 weeks is required to plan and book your document migration service in with FYI.

Add to that time for configuration of stationery templates, cabinet settings, aligning XPM fields (states/custom fields/job categories), other user settings and admin. Typically we would recommend 6-8 weeks to allow a good buffer for configuration, testing, migration and training. Most practices we’ve worked with appreciate the extra configuration time getting the system to shine for when staff log in and start using it.

If considering a wider tech stack implementation (other practice software, XPM, secretarial, e-sign etc) discuss with us your plans and we can prepare a project timeline for you.

Training included

To ensure we have you covered here’s the following training we include in our FYI implementations:

  1. Admin Training

  2. New Users Training

  3. Q & A

FYI Cost


Document Migration & Implementation

Cost dependent on:

  • Volume of documents being migrated and mapped.

  • Complexity of filing structures (e.g. folders/files being consistently stored)

  • Training and support required.

Select the Get Started link to book a free discovery meeting with us.

FYI Monthly Plans

Free trial for the first 30 days.

Per user/month pricing in NZD, AUD and GBP.

Learn more about FYI plans and pricing here.

Importantly we want to ensure that your expectations are met, and that you have a successful migration to FYI. So therefore we offer an obligation free meeting to have a chat with us about this first, discuss your goals needs and put together a quality proposal for you.


Select the Get Started button below and help answer some background questions to get underway and set up your meeting with us.