Practice management
Turn every client meeting into a complete, shareable record in FYI. Vinyl files a polished summary to the right client.
How it connects
Vinyl syncs clients and contacts from FYI into Vinyl and keeps them current—so meetings, notes and actions map to the right records by default.
Right after the call, a clear summary (an overview, the key discussions and the action items with their owners and dates) is saved against the relevant FYI client, with a link back to the meeting in Vinyl.
Action items, owners and due dates are highlighted and stored with the client record—giving the whole team visibility, even if they weren’t in the meeting.
Connect once and let Vinyl handle the admin. For each meeting, Vinyl recognises who it’s about, compiles the notes, and files a neatly formatted summary to the correct FYI client.Connect once and let Vinyl handle the admin. For each meeting, Vinyl recognizes who it’s about, compiles the notes, and files a neatly formatted summary to the correct FYI client.
Every summary links back to the meeting in Vinyl, where the full transcript and recording stay. Use Ask Vinyl to find the exact line, agreement or figure in seconds.
A concise recap of what was discussed and decided, saved to the correct FYI client.
Read the FYI meeting notes guideThe transcript and recording stay in Vinyl, one click away from FYI for review and sharing.
The next steps, their owners and due dates are filed with the client context, so follow-through is clear across the team.
Each meeting shows where it filed in FYI, and anything that didn’t file can be fixed in one place.
Post meeting notes & actions to client timelines automatically
Learn moreSync clients & contacts into Vinyl to organise meeting notes & actions effectivelySync clients & contacts into Vinyl to organize meeting notes & actions effectively
Learn moreAutomatically record & summarise meetings in ZoomAutomatically record & summarize meetings in Zoom
Learn more“The notes are accurate, the saving to FYI is so efficient.”
