Workflow management

IRIS Practice Management


The IRIS Practice Management software modules work at the heart of your business helping you to plan, manage, track and control staff, clients, jobs and communications.

 Key features:

  • Creates a centralised hub for storing and sharing all your client data, with workflow, tracking of all communications with clients, and powerful data mining
  • Get a single, unified view of your clients and your practice
  • Waste no time accessing up-to-the-minute client data - documents are automatically stored against the right client
  • Plan, allocate, track and monitor progress and workflow to ensure most efficient use of your resources
  • Analyse jobs and customers to determine profitability, return on investment and which clients to target for additional or higher fee generating activity
  • Ensure work progresses smoothly - completion of one task automatically triggers the next stage
  • Easy-to-access button to run a full anti-money laundering check and receive a full report

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