Practice management

IRIS Practice Dashboards


IRIS Practice Dashboards provides an accurate, live reflection of how your business is performing at any moment. The standard reports replace the time-consuming task of manually inputting data into a spread sheet and give an instant graphical snapshot of your key performance indicators (KPIs).

IRIS Practice Dashboards provide instant answers to critical questions such as:

  • Which are our most/least profitable clients?

  • Who are our most/ least productive staff?

  • What’s the current turnaround time on jobs?

  • What profit are we making out of a job?

  • How effective are our credit control processes?

  • What’s our exposure to risk?

  • What progress are we making with our current workload and what’s still outstanding?

  • How are we spending our time and how much of it is chargeable? 

Key features:

  • Improved management control via at-a-glance views of your business performance

  • Set up and monitor, through a single dashboard, the key performance indicators that matter most to your business, such as:

    • Income growth (%) for the business and by partner

    • Debtor days

    • Lockup value and days

    • Percentage of chargeable/non-chargeable time

    • Average price per net fee

    • Partner and business profitability per client

    • Staff performance and profitability

Key benefits:

Seamless integration

Increase productivity and save time with our true-integration of products built around a centralised database. This means no re-keying of data, reducing errors and ensuring that your information is more accurate.

Save time through efficiency

With 34 years’ experience, our products have been designed with you in mind for simple navigation, comprehensive features and integrated data. All this means that our users save an average of 22 hours per person, per month by using IRIS.

Connect with clients

Work closer and more intuitively with your clients through unique integration across our cloud and desktop solutions that enable superior client collaboration and gives added value to all your client relationships.

Complete solution

Remove time wasting complexities of moving and rekeying data from one product to another with our integrated end-to-end solutions.

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