IRIS Firm Management (IFM)

Effortlessly track time and bill clients with complete precision with IRIS Firm Management – and all from a single screen.   

• Identify gaps, overlaps, and inefficiencies quickly. Stay on top of all deadlines with helpful views of task progress and outstanding assignments by assignee. Choose from calendar, grid, or list views to easily see where time is spent on clients.   
• Track billable and non-billable time and expenses with automated expense approvals based on preset rules.   
• Our period lockdown feature enables time validation, billing, and work-in-progress (WIP) tracking before locking a period.   
• The configuration toolkit allows for customised billing and expenses, providing a professional experience.   
• Mobile app provides a personalised home screen and better timesheet management. 
• Certified API integrations with tools like Apxium, Accounts Receivable software, and Dynamics 365 Business Central. 

Make billing simple, precise, and hassle-free for your firm and your clients. Consolidate everything into a single bill while tracking profitability by client or job.   

• Accelerate the process from bill initiation to client dispatch with efficient online workflows, simplifying the identification of billing opportunities within client and job portfolios. 

• Manage payments effortlessly. Select from time-based, fixed-fee, or value-based billing to suit your services. 

• Make billing faster and more accurate across your teams. Shared billing lists and balanced workflows ensure billing WIP is precise and easy to manage. Automatically raise and send bills when work is complete, reducing delays and manual effort.  
• Bill across multiple jobs or clients in one go.  

No more ‘did we miss a deadline?’ panics. Customised scheduling is based on chargeability or other business rules.    

• Standardise and simplify by using  job templates.  

• Personalise individual job lists for staff to help prioritise and balance work.  

• Save time by updating multiple jobs simultaneously with bulk updates.  

• See staff availability with daily, weekly, or monthly views.  

Get real-time updates on each client, with all essential information visible on one screen.  

Make better data-driven decisions with our robust reporting and analytics tools built into IRIS Firm Management. Get real-time insights to steer your firm in the right direction.  

• Microsoft SQL Reporting Services (SSRS) includes standard reports, covering a variety of everyday reporting needs in areas such as accounts receivable (A/R), work-in-progress (WIP), timesheets, staff analysis, and more.   

• Business Process Automation (BPA) enables your firm to monitor and report on key information proactively. Customise margin and realisation calculations by client.  

• Highly configurable dashboards give an overview of Key Performance Indicators (KPIs) upon login. Quickly identify areas requiring attention and drill down into the details.  
• Advanced Analytics, powered by Power BI and Tableau, offers improved visibility into financial data and dynamic, interactive data visualisation as an integration with IFM. 

IRIS Firm Management is hosted entirely in Microsoft’s Azure environment. It leverages cloud resources within Azure to transmit, process, host, and store application code, client data, client websites, and benefits from the system monitoring utilities.  

• IFM has SOC2 Accreditation.  

• Database configuration enables each firm to maintain its database, ensuring storage in the correct jurisdiction and providing more flexible options for downloading data to local data warehouses or data lakes.  

• Access for employees is via Azure Portal on the web using Multi-Factor Authentication (MFA) or Microsoft Server Management Studio (SSMS).  
• Ensure business continuity with weekly database backups that are automatically encrypted and securely stored, protecting your firm and delivering fast recovery if disaster strikes.  

Our DMS module has everything needed to manage your documents efficiently and securely.

• Auto-filing rules direct documents to the correct location based on standard naming and filing conventions.  

• Creating and uploading files becomes easier with templates for defining folder structures.
• Setting retention and expiration dates supports your compliance, whilst linking jobs to a file area delivers easy access to relevant documentation.
• Folders can be organised by client, job, and year to improve navigation.
• AI File Search using business queries accelerates the process of finding relevant content.
• Access to files can be controlled through user privileges and by configuring email and file settings to ensure users have appropriate access for their role.

IRIS Firm Management has certified integrations with both Apxium and Business Central (Microsoft 365 Dynamics).

• Apxium is a fully integrated accounts receivable solution including payments and financing workflows for accounting practices. Apxium provides full automation with invoices, statements, payments and credit control processes to reduce debtor days, help you get paid and improve business profitability. 

• Microsoft Dynamics 365 Business Central is a powerful tool helping to streamline processes and boost overall efficiency. Featuring comprehensive options, seamless integrations, and scalability, it acts as a strong solution for managing various business aspects such as Finance, Sales, Project management and more in one unified platform.