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Manage your practice with IRIS

Increase office efficiency with a centralised CRM system - manage your client base, track all activity and communications, and analyse clients through data mining.

IRIS Practice Management is the key to an efficient firm. It acts as the centralised hub for storing and sharing all your client data, with workflow, tracking of correspondence and powerful data mining functionality. You’ll truly understand your clients and your business and take your practice forward from a solid foundation.

Key benefits

• Reduce the administration burden and
  free staff for higher value work through
  extensive automation

• Gain instant on-screen access to all client data - your team wastes no time searching for client files
• Always have the latest details at hand - information is updated in real-time
• Organise, track and monitor progress and workflow to ensure most efficient use of time, skills and experience
• Analyse jobs and customers to determine profitability, return on investment and who to target with additional or higher fee generating activity
• Ensure work progresses smoothly -
  completion of a task automatically triggers
  the next stage in a job

IRIS Practice Management gives you full visibility of all workflow and tasks. You
can plan, allocate and monitor tasks and each interaction with the client is filed electronically against their client record: correspondence, a report produced from within the IRIS practice modules, a Microsoft Excel or Word file, a scanned document... Telephone calls and activities are also logged against the client.

In short, with IRIS Practice Management you and your team always have instant
up-to-date access to the status of a client and all the information to provide a professional response and develop the relationship.

Efficiency through full integration

Working with the single central IRIS database makes IRIS Practice Management even more efficient as it eliminates the need to re-key information. This increases productivity and improves accuracy across your organisation as IRIS Practice Management is the key to getting true value from your client data. It also provides a shared, up-to-date view of your customers.

Documentation Management Solutions

The Communication Tracking facility automatically stores all the key documents generated from your IRIS Practice Management against the right client. This means an end to hunting through files and email trails when the client calls.

For a comprehensive document management solution, IRIS Practice Management also seamlessly integrates with IRIS OpenDocs 

Helps ensure compliance

Don’t forget your duty to regularly check your clients for risk management. Use the easy-to-access button within IRIS Practice Management to run a full anti-money laundering check and receive a full report.

Easily accessible benchmarking tool

Why not benchmark your clients against other similar businesses, providing reports for them that identify areas for improvement? This adds value to the client’s business and creates a potential profitable revenue stream for your own. Read more about AVN BenchMark here, which is also seamlessly linked into IRIS Practice Management.