IRIS Practice Management & Workiro
Seamless data unification
Sync your Clients, Client Contacts and Users from IRIS to Workiro using our purpose-built integration. Changes in IRIS automatically reflect in Workiro, ensuring consistency across your practice ecosystem. Eliminate manual data entry and reduce the risk of errors or outdated information. Create a unified view of client relationships that your entire team can rely on.
Advanced document indexing
Automatically capture and index standardised IRIS documents including IRIS Automail templates. Every document created in IRIS is intelligently classified and filed in Workiro. Maintain your existing document templates whilst benefiting from centralised storage. Reduce clicks and ensure consistent filing across your entire practice.
Intelligent email management
Use email addresses stored in IRIS to automatically capture and file all client communications. Emails are intelligently matched to the correct client record without manual intervention. Build complete communication histories that support compliance and client service. Ensure no important correspondence is ever lost or misfiled.
Complete client record
Workiro automatically brings back the entire client file with one click from IRIS. Access complete client information including documents, emails, and notes instantly. Navigate directly from IRIS to comprehensive Workiro client profiles. Eliminate time wasted searching across multiple systems for client information.
FAQ’s
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