The moment a client signs, the engagement moves into the onboarding stage. That client data belongs in FYI, not in someone's inbox. Socket feeds FYI the client details and documents so your team is ready to go.
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Client and contact details flow into FYI when a proposal is signed, so nobody is rekeying names, emails, or addresses.
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Proposals and engagement letters filed, AML kicked off, and the next person to touch the client has everything in front of them.
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Multi-office set-up for firms with multiple offices sharing the same FYI account.
" Because we're heavily integrated with FYI, Xama, Adfin, and Xero, basically as soon as the proposal is introduced in Socket it sets up a client base in all of those softwares, even if it's just name and email. It gives us that foundation and we know they exist in everything."
Samantha Sollis, Operations Director and Client Relationship Manager, Pillow May
We'll show you the full Socket + FYI flow on a practice that looks like yours. Bring a coffee and a question, and we'll bring the demo.
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