Getting Started
Everything you need to know to get started with Fidu.
Account Settings
Set up your Fidu to match your firm's branding.
Documents
Create pre-formatted and signable documents for recurring needs.
Projects + Workflows
Build client-centric workflows to roll out your projects, messages and more.
Messages
Systematize and standardize the delivery of your messages.
Productize Library
Turn your expertise into articles, FAQ, downloads and more to share with your clients.
Pages
Organize all of your resources and show them in a customized way on your client portal.
Services
Build your subscription and flat fee services.
Payments
Streamline how you accept and integrate payments and upsells into Fidu
Clio
How to maximize the Clio integration with Fidu