The #1 Document Management Integration for IRIS.
Every IRIS Client File Complete, Compliant and Defensible.
Make every IRIS client record audit-ready from day one — with a system built to mirror how you already work in IRIS.
Turns Every IRIS Client Into an Audit-Ready File -From Day One
IRIS clients auto-synced into Workiro: No duplicate setup. No manual alignment. Records stay consistent as IRIS changes.
Every email filed to the correct IRIS client: Automatically captured and linked, with no download-and-save steps.
Documents, queries and approvals stored in context: Evidence is where it should be, not buried in someone's inbox.
Full audit trail built without extra admin: Every version, sign-off and approval captured against the right client.
IRIS Without Workiro
IIRIS manages the work. The evidence is everywhere else.
• Files stored inconsistently across drives and inboxes
• Emails and attachments saved locally
• Version confusion when documents are updated across teams
• Communication history rebuilt manually when evidence is requested
IRIS After Workiro
One complete, audit-ready client file — built as the work happens.
• IRIS clients synced automatically into Workiro
• Every IRIS document filed against the correct client record
• Emails and attachments captured automatically
• Full version history maintained
See the difference
Every Client Communication Captured In The Client File
Emails and attachments stored automatically: Filed against the correct IRIS client record.
Entire threads preserved in one place: Not scattered across personal inboxes or local folders.
The whole team has visibility: Not just the person copied into the original email.
Turn Communication Into Traceable, Evidenced Work
Approvals and decisions logged against the client: Timestamped and searchable.
Documents linked to the right IRIS client automatically: Engagement letters, contracts and correspondence stored where they belong.
No rebuilding the record under pressure: When evidence is requested, it's already there.
Reduce Risk Across Your Client Work
Client communication visible firm-wide: No reliance on one person's inbox. Work continues when staff are awayn.
Proof of advice always accessible: Every interaction recorded, structured and ready to evidence.
A complete, defensible IRIS client file: Not assembled at the end, but built continuously from day one.
IRIS integration demo
When Evidence Is Requested - The IRIS File Is Already Complete
Emails captured against the correct IRIS client: No manual filing. No attachments lost in personal inboxes.
Approvals and decisions recorded in context: Timestamped and traceable — not buried in a thread.
A complete evidence pack, ready without rebuilding: No manual filing. No attachments lost in personal inboxes.
When the Regulator Calls, You’re Ready
- Every document version retained
- Full communication history in one place
- Every approval provable
IRIS integration demo
Keep Every Client File Defensible — Without Slowing Down.
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