Practice Management Software to Supercharge the Way you Work

About this webinar:

Built on the foundations of Senta Practice Management, IRIS Elements Practice Management is the highly customisable workflow tool that will automate and organise your practice.

In this short demo, we’ll show you how to power up your practice and manage your workload, your team’s work and all your client communications.

The demo will show you:

  ➼ A brief overview of IRIS Elements
  ➼ How to set up a workflow
  ➼ Using jobs and tasks to manage work with full transparency across your firm
  ➼ Set up regular automated client emails – and larger client update mailing.
  ➼ Setting up your dashboard for success.

Speakers:

Steve Murray
Product Specialist, IRIS Software Group

Elizabeth Carter
Product Marketing Manager & Elements Specialist, IRIS Software Group

Mark Elley
Product Specialist, IRIS Software Group