01
For Personal
Just me, my files, and one signature.
Freelance contracts, personal invoices, project files, signed agreements. One workspace instead of a tab graveyard.
- Freelance contract
- Invoice + receipt
- Tax records
Fyboard Use Cases
Browse how teams use Fyboard. Each use case maps to one record-shaped workflow on the same shared engines (FyBrain, Workflow, FyDrive). Pick by industry, by audience, by department, or by team function.
By industry
- Compliance & Risk — Audit trails, governance, and risk on a single spine.
- Education — Operations, records, and approvals for institutions.
- Finance & Banking — Lending, audits, KYC, and ledgers without islands.
- Healthcare — HIPAA-aware records, consent, and provider workflows.
- Legal — Matters, contracts, and clauses on shared engines.
- Real Estate — Listings, leases, vendor packages, and approvals.
By audience
- Personal & Freelancers — One workspace for the work you actually do.
- Enterprises — Operations at scale — without the SAP scar tissue.
- Startups — From founder to series-B without re-platforming.
By department
- HR & People — Hiring, onboarding, performance, and policies — connected.
- Procurement — Vendors, RFXs, contracts, and payment certifications.
By function
- Teams — Cross-functional work without the integration tax.
§00 — USE CASES12 workflows · 4 axes · 1 spine
Twelve workflows. One spine.
Every use case below runs on the same record-shaped system — same files, same audit trail, same approvals. Pick the one that looks most like your work.
fyboard.com/use-cases
Use cases12
search the catalog⌘K
LiveFeatured this quarter
AlphaCore — contracts that track themselves
Live page · /alphacore
+24% adoption Q1
openHR & People
Offer letter — Priya M.
Mobile-signed · 3hjust now
Healthcare
Patient consent · #PT-1247
PHI · region-pinnedjust now
Procurement
RFX-2024-088
7 vendors biddingjust now
Compliance
SOC 2 · CC6.1 evidence
Auditor sign-offjust now
12 records·4 axes·1 spine
Synced · just now
SOC 2 verified
All 47 controls
12/12
workflows · all live
247 records · last hour
AudienceIndustryDepartmentFunction
Compliance & RiskEducationFinance & BankingHealthcareLegalReal EstateHR & PeopleProcurementPersonal & FreelancersEnterprisesStartupsTeamsCompliance & RiskEducationFinance & BankingHealthcareLegalReal EstateHR & PeopleProcurementPersonal & FreelancersEnterprisesStartupsTeams
FunctionTeamsAudienceStartupsAudienceEnterprisesAudiencePersonal & FreelancersDepartmentProcurementDepartmentHR & PeopleIndustryReal EstateIndustryLegalIndustryHealthcareIndustryFinance & BankingIndustryEducationIndustryCompliance & RiskFunctionTeamsAudienceStartupsAudienceEnterprisesAudiencePersonal & FreelancersDepartmentProcurementDepartmentHR & PeopleIndustryReal EstateIndustryLegalIndustryHealthcareIndustryFinance & BankingIndustryEducationIndustryCompliance & Risk
§01 — THE SPINE
Twelve different jobs. The same operating system underneath.
An offer letter from HR, a SAFE from your founder, a patient consent in healthcare, a vendor RFX in procurement — they all land on the same record-shaped system. Same audit trail. Same approval. Same file.
One spine
← input · records flow inoutput · one truth ·workflow · automated →
One spine
↑ input · recordsworkflow · automated
01
One record model.
Every use case stores its work as typed records — not as a folder of PDFs. Search, query, audit, export.
02
One audit trail.
Every action across every use case is timestamped, signed, and IP-stamped. Compliance becomes a query.
03
One set of approvals.
Hire someone in HR, sign a vendor in Procurement, route a clause in Legal — same routing engine, no reinvention.
§02 — FOR WHOM
From one freelancer to fifty thousand employees.
Four audience pages — one continuous growth path. The same record system, scaling from a freelance contract to a multi-region enterprise rollout. Pick where you are today.
02
For Teams
Five people on the same record, no version drift.
Cross-functional teams (5–50). Shared workspaces, threaded comments on the doc, role-scoped access, one approval chain.
- Shared workspace
- Threaded comments
- Role-scoped access
03
For Startups
From founder's first contract to series-B data room.
SAFEs and term sheets. Investor data rooms with view-tracking. Hiring at velocity. SOC 2 ready before the auditor walks in.
- SAFE templates
- Investor data room
- Hiring + SOC 2
04
For Enterprises
SAP stays. Salesforce stays. We add the operational layer.
Multi-region, BYOK, SSO + SCIM, immutable audit log → SIEM. Bidirectional sync with SAP and Workday. Zero-downtime cutover.
- BYOK + SSO + SCIM
- SIEM-ready audit log
- SAP / Workday sync
Same engines · same audit trail · same exportMigrate seats up or down without re-platforming.
§03 — INDUSTRIESSix fields · all live
Built where the paperwork is heaviest.
Six industries where compliance, audit, and obligation tracking aren't a feature — they're the job. Each page is a real implementation, with workflows tuned to the regulatory fabric of that field.
SOC 2ISO 27001HIPAA
Compliance & Risk
Audit trails, governance, and risk on a single spine. Every action timestamped, every control evidence-mapped — the audit becomes a query, not a fire drill.
Pre-mapped to SOC 2 and ISO 27001 controls. HIPAA-ready with BAA on request. GRC teams stop chasing screenshots and start querying the system.
What teams ship
- SOC 2 evidence map
- Risk register + reviews
- Policy distribution
Live pageRead the Compliance & Risk story
HIPAAFDAGxP
Healthcare
HIPAA-aware records, consent, and provider workflows. The PHI boundary is enforced at the database — not an afterthought layered on top of generic storage.
Provider onboarding, consent forms, care coordination. Audit log streams to your SIEM. PHI never leaves region, even for AI inference.
What teams ship
- Provider onboarding
- Consent management
- Care coordination
Live pageRead the Healthcare story
SOC 2PCI DSSGLBA
Finance & Banking
Lending workflows, audit trails, KYC packages, and ledger-aware records. Finance documents become typed records, not blobs in folders.
SOC 2 + PCI controls baked in. KYC packages stay attached to the customer record. Loan committee approvals route automatically.
What teams ship
- KYC packages
- Loan committee routing
- Audit-ready ledgers
Live pageRead the Finance & Banking story
ABAeDiscoveryGDPR
Legal
Matter management, contract lifecycle, clause libraries, and obligation tracking. Every legal artifact is a record with structure — not a Word file in a folder.
Clause libraries with provenance. Obligations track themselves to renewal. Matter-centric views for in-house and firm work alike.
What teams ship
- Matter management
- Clause library
- Obligation tracking
Live pageRead the Legal story
RESPAFair Housing
Real Estate
Listing records, lease lifecycles, broker agreements, vendor packages, and renewal approvals. Paperwork-heavy made record-first.
Lease abstracts on signature. Vendor packages with bonded approvals. Renewal alerts seeded from the contract terms themselves.
What teams ship
- Lease lifecycle
- Vendor packages
- Renewal approvals
Live pageRead the Real Estate story
FERPATitle IX
Education
Operations, records, and approvals for institutions. Admissions, faculty contracts, departmental approvals, accreditation evidence — one spine, every workflow.
FERPA controls baked in. Faculty contract cycles route through department chairs. Accreditation evidence stays current — not assembled the week before review.
What teams ship
- Admissions records
- Faculty contracts
- Accreditation evidence
Live pageRead the Education story
SOC 2ISO 27001HIPAA
Compliance & Risk
Audit trails, governance, and risk on a single spine. Every action timestamped, every control evidence-mapped — the audit becomes a query, not a fire drill.
Pre-mapped to SOC 2 and ISO 27001 controls. HIPAA-ready with BAA on request. GRC teams stop chasing screenshots and start querying the system.
What teams ship
- SOC 2 evidence map
- Risk register + reviews
- Policy distribution
Live pageRead the Compliance & Risk story
Every industry page covers
- Real implementation workflows
- Compliance + audit trail
- BYOK + region residency
- Migration from incumbent
§04 — DEPARTMENTSTwo live · five queued
Two departments shipped. The rest are on the desk.
We'd rather ship two department workflows that earn their users than ship seven that don't. Below: the two pages live today — read either as an editorial spread.
01HR & People
Hiring, onboarding, performance, and policies — connected.
Hiring loops, onboarding packages, performance cycles, policy distribution. Every HR artifact is a record, every approval is the same approval, the file is the same file.
When someone joins, the offer letter, NDA, equity grant, and access provisions move as one bundle. When they leave, the audit trail is intact and the access closes in seconds.
Open the HR & People storyHR & People · live records
4 activeOffer letter — Priya M.
Signed · 3hQ4 review cycle · 47 employees
ActiveUpdated PTO policy v3
DistributedKarthik R. → off-board
ProvisionedUpdated · just nowStreaming
02Procurement
Vendors, RFXs, contracts, and payment certifications.
Vendor onboarding, RFX management, contract obligations, performance bonds, payment certifications. Fyboard models procurement the way procurement actually works.
An RFX becomes a vendor record becomes a contract becomes a recurring obligation — without anyone re-keying anything. The audit log spans the full vendor lifecycle.
Open the Procurement storyProcurement · live records
4 activeRFX-2024-088 · 7 vendors invited
BiddingMSA — Acme Co. · auto-renew
TrackedPerformance bond release
RoutedPayment cert · Q3 vendor
ApprovedUpdated · just nowStreaming
On the desk
Next, in queue: Legal Ops, Finance Ops, IT, Customer Success, and Sales Ops.
§05 — CLOSINGOne question, one CTA
Twelve workflows, six industries, two departments, four scales. The same record system underneath.
Pick the entry point that fits how you think about your work. All roads lead to the same place.
14-day free trial · no credit card · export anytimeEvery link on this page goes to a real, shipped page.