Our document management solution gives you the tools to succeed.
IRIS Document Management focuses on providing you with professional-grade tools to help you streamline your firm.
Collaborate with Clients & Colleagues
With our tools you can easily send and receive files from colleagues and your clients. PBC Request list and secure send and receive features in our solutions help keep your data safe and working with others easy as possible.
Auto-Routing & Scanning
Auto-Routing seamlessly integrates with your current software to automatically file new documents into the correct File Area with the correct File Name with no work for you. Scanning files and work papers into the system is simple with our scanning tools which can organize your documents, OCR then and create standard file names within your firm.
Streamlined workflows
IRIS Document Management has workflows available for every department and need. The automation that can be created in our workflow tool will free up your team from the repetitive tasks and let them work on items that are a more efficient use of their time.
Want to know more?
See the impact IRIS Document Management can make on your firm.
