Job planning & workflow with instant visibility of
workloads
With IRIS Practice
Management in place, no task
is forgotten. Your clients experience faster progress on their jobs
and your business can benefit from improved billing and cash
flow.
Designed to eliminate headaches
Services to your
clients can be listed with appropriate deadlines, such as period or
year-end dates. Each job and/or stage of a job (e.g. 'print the
final tax return') can then be allocated to an individual member of
staff. As each stage is completed, the next step is triggered and
the job progresses smoothly until it reaches eventual completion
and billing.
Staff are given clear 'to do' lists, while partners and
managers can control progress via their summary displays. In case
of staff absences or a change in priorities, work in progress is
visible and can be rapidly reassigned.
Make the most of every client contact and build effective
relationships
Could you do more
for your clients for your
mutual advantage? IRIS Practice Management helps you to identify
and target clients against specific criteria for additional
fee-earning
services. With IRIS AutoMail in place, letters are generated using
information stored in the IRIS single central database. IRIS
Practice Management also makes it easier to spot and raise any
issues with clients (a pending invoice, tax declaration not yet
returned or overdue payment perhaps) when you have contact with
them.
Easy location, retrieval and viewing of client communications
across the business
IRIS Practice Management makes document
retrieval fast, easy and logical, eliminating time-wasting
'paper-chases', typically while the client waits for a response.
IRIS documents are automatically tracked in the background, while
you focus on your work.
Used in conjunction with IRIS AutoMail, IRIS Practice
Management can track records of telephone calls, staff's notes on
client contacts, IRIS accounts, tax returns and company secretarial
reports. You can also attach documents created outside IRIS, for
instance in Microsoft Excel and Word or scanned documents such as
passport details. All this provides a comprehensive record in a
single client folder which is accessible to any member of staff, so
relevant correspondence can be pulled up on screen in seconds to
deliver impressive client service.
