IRIS Practice Engine

Time and Billing

Get bills out the door faster and improve your cashflow

Practice Engine is flexible enough to accommodate any billing cycle, from monthly to continuous. Automate the process with recurring bills or take control and add security checks along the way. Weekly and daily timesheets are simple to set up and even let you log time on the go, directly from your mobile device — so you can bill clients without delay.

Workflow

Always know where WIP stands

Manage all your jobs in once place, all the way down to the task level. Enter time, bill clients, store documents, and keep an eye on the audit trail with the handy notes and history tab. With Workflow, you can see where everyone stands on a project, who’s falling behind, and who needs more work to make sure you never miss a deadline and help identify potential gaps to plan ahead.

Scheduling

Have a complete view of everyone’s time

Avoid overbooking and staff-to-client conflicts with an easy-to-use and fully integrated scheduling tool. It syncs with all your client, job, and staff information every 5 minutes, so you’re always up to date. You can self-schedule, manage other employee schedules, and keep track of everyone involved in the engagement for more streamlined planning.

Reporting & BI

Make more informed business decisions

Report on any piece of data inside Practice Engine and export your data to a clean .CSV file, other reporting tools, or Microsoft Power BI. With the help of the Data Warehouse, you can run larger, more complex reports, design hypotheses, and come up with answers to your business-critical questions.

CRM

Track prospects and opportunities

Manage all of the contacts that come through your firm, from prospects to current clients. See all the details about each contact in one place, including partners, staffing, A/R collections, and referrals. No information gets lost when you turn a prospect into a client, so you can keep track of your contacts with as little hassle as possible.

Expense Management

Easily store receipts and process claims If you’re on the move, simply take a picture of your receipt with your mobile device and upload it to your claim when you’re back at your desk. You can filter your list of receipts to find what you need fast. A simple, intuitive claims grid lists your expenses with approval and next steps available at the click of a button.