Enterprise DNA

Instead of FYI

Stop renting FYI. Own your practice document system.

We build your version around how your practice files, reviews and chases, bring your FYI documents across and run it for you.

FYI lists Intermediate at A$30, Pro at A$50 and Elite at A$70 per user per month, excluding GST, with at least five users. Migration, onboarding and consulting are quoted separately.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

The FYI bill

A per-user fee on top of files you already store

FYI charges every user every month, and the features a practice leans on most sit on the higher plans. List prices checked 7 October 2026, in Australian dollars, excluding GST.

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Every user, every month

Intermediate is A$30, Pro A$50 and Elite A$70 per user per month. On Pro that is A$600 a year for each person, with at least five users.

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Automation on the middle plan

Intermediate comes with a selection of sample automations. Custom automations, triggers and filters start on Pro.

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Approvals and signatures on Pro

Approval workflows, scanned signatures and tracking client signatures are Pro features. So are the jobs board and the client portal.

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Billing and reports on Elite

Time and billing, work in progress, reports, capacity planning and the form builder sit on Elite, at A$840 a year per user.

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Setup quoted separately

Migration, onboarding and consulting are priced on top of the subscription.

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The register over your files

Clients, years, categories and who filed what. That index is what you are paying for, and it lives in FYI, not with you.

Your practice, your rules

Run the practice week from one list

Client requests

Get what you need from clients, once

Every item you ask a client for stays on the list until the document that answers it is filed. Chasers go out on a rhythm you set.

  • check See what each client owes you, how late it is and how often you have asked
  • check One chaser per client listing everything outstanding, drafted for you to send
  • check Jobs move to waiting on client and back on their own
  • check A request list in your brand for each job, ready to attach

Review and signing

Nothing lodges without the paperwork

Each job type lists the documents it must hold. Drafts go to a named partner or manager for review, then to the client to sign.

  • check See which required documents are final, filed but not final, or missing for any job
  • check Refuse to mark a job lodged while a required document is missing
  • check List work sitting with a reviewer for more than five days
  • check List returns out with clients for signature, oldest first

Engagement and identity

Catch the gaps before the work starts

Engagement terms are recorded per client and per service. Identity checks are recorded per client with a risk rating.

  • check List open jobs with no signed engagement terms for that service
  • check List terms past their review date
  • check List clients with open work and no identity check recorded
  • check Draft an engagement letter from your own template

Retention

Keep what the law says, and no longer

Every document carries a keep-until date from its country: five years in Australia, seven in New Zealand, longer where you set it.

  • check List documents past their date that a partner can decide on
  • check Put a client on hold so nothing of theirs is ever disposed of
  • check Record each disposal with who authorised it, and a certificate
  • check Spot the same file filed twice by its fingerprint

Make it yours

Design your own FYI Docs replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from FYI Docs. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your FYI Docs replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your FYI Docs data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Practice Documents for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

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Practice Documents for Claude Code

Connected to your own database

What are clients late giving us, and who is due a chaser today?

Bayview Plumbing Pty Ltd

Job
BAYV01 FY2026 accounts
Item
Westpac statements January to June 2026
Days_overdue
7
Chases
1
Last_chased_on
2026-09-27
Manager
Daniel Price
Email
accounts@bayview.example.invalid
Id
7000000...

Bayview Plumbing Pty Ltd

Job
BAYV01 FY2026 accounts
Item
Vehicle loan statement at 30 June
Days_overdue
2
Chases
0
Manager
Daniel Price
Email
accounts@bayview.example.invalid
Id
7000000...

Chen Family Trust

Job
CHEN01 FY2026 trust return
Item
Trust deed and trustee resolution
Days_overdue
1
Chases
0
Manager
Daniel Price
Email
wei.chen@example.invalid
Id
7000000...

Ask it anything

Questions FYI Docs cannot answer

Every one of these is a real question the demo answers today. Yours will be different, and that is the point.

chat_bubble What have we asked clients for that is overdue, and who is due a chaser today?
chat_bubble Which finished jobs have no signed approval, financial statements or return on file?
chat_bubble Which open jobs have no signed engagement terms for that service?
chat_bubble Which clients with open work have no identity check recorded?
chat_bubble Which documents are past their retention date, and which clients are on hold?
chat_bubble Which documents have sat in partner review longer than five days?
chat_bubble Which returns are out with clients for signature, and for how long?
chat_bubble Which files have we filed twice?
chat_bubble For each client, which years do we hold, and in which categories?
chat_bubble How many open jobs, overdue jobs and jobs waiting on clients does each manager carry?

Bringing your history

How to switch from FYI

Export everything, preview the import, check it against FYI, then move.

  1. 1

    Run the Bulk Export

    Ask FYI Support to switch on Bulk Export. An FYI admin sets the folder structure to include client, year and category, then runs it to OneDrive or AWS. It runs overnight.

  2. 2

    Bring your client list

    Export your clients from your practice manager with codes, email, partner and manager, and add your staff first so names match.

  3. 3

    Preview, then import

    Do a test run first. It reports how many files, clients and categories it found and changes nothing. Then import for real; running it again adds nothing.

  4. 4

    Check and cut over

    Look up five clients you know well, find three documents from last week, settle duplicates, and put any client with a dispute or audit on hold. Then stop filing in FYI.

Not ready for a call?

Get your FYI Docs switch plan by email

We will send you the step-by-step plan for moving your business off FYI Docs, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Choose who does the work

Three ways to own your practice document system

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install
  2. 2 Run npm test and npm run demo
  3. 3 Open it in Claude Code, Codex, OpenCode or Cursor
  4. 4 Preview your FYI Bulk Export with import fyi --dry-run
Get it on GitHub

Built around your business

We customise it

Scoped setup, then a retainer for ongoing work

  • check Your job types, required documents, templates and chase rhythm
  • check Your FYI documents indexed, checked and matched to clients
  • check An Outlook filing button or a web screen if you want one
  • check Connections to your practice manager and e-signing service
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and operated through Omni by Enterprise DNA
  • check Your FYI history brought across and checked with your practice manager
  • check Access, backups and client confidentiality agreed in writing
  • check Weekly lists of chasers, reviews and signatures prepared for your team
Book a call

Questions

Instead of FYI Docs, answered

FYI is not that expensive. Why switch? expand_more

For many practices the subscription is not the reason. The reason is a register and workflow that follow how your practice files, reviews and chases, with records you hold and questions you can ask in plain words. Compare the full FYI bill with hosting and the work you want us to take on before deciding.

Where do our files go? expand_more

Nowhere new. Your files stay on your drive, SharePoint or OneDrive. This keeps the index: which client, year, category and job each file belongs to, where it lives, and a fingerprint so you can tell if it was changed.

How do we get our documents out of FYI? expand_more

FYI's Bulk Export copies the current version of every document into folders by client, year and category. FYI Support switches it on and an FYI admin runs it overnight. We read those folders straight into your register. FYI does not export earlier versions, web links or file notes, so save any you need first.

How do we file email without the Outlook add-in? expand_more

In the free version you save the email to the inbox folder and ask for it to be filed to the client. Unfiled email shows on the Monday list until someone does. Enterprise DNA builds an Outlook filing button into your version if your team wants one.

Does it check AML and engagement letters for us? expand_more

It records that an identity check happened, what was seen and the risk rating, and that engagement terms were signed for each service. It flags open work missing either. It does not verify anyone or give advice. Your own programme decides which clients and services are in scope.

Show Sam how your practice files, chases and signs off

In 30 minutes, walk Sam through how documents come in, how you chase clients and how a job gets reviewed and signed. We will map the version your practice needs and what it takes to bring your FYI documents across.

Book a call Get the free version

Practice Documents for Claude Code is free and open source, published by Enterprise DNA.

Done paying for FYI Docs?

Get your version built