Ready To Make The
Switch To Iris Works?

Receive a complimentary account migration to your paid Iris account.

A member of our customer success team will be able to quickly migrate your existing data, workflows and contracts over to Iris. Once you’re all set up, we’ll hold your hand and be available to answer any questions you may have. We’ll handle everything and take the stress out of switching to a new system. To get started, simply enter a few details below and a member of our team will be in touch.

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Client data

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Email templates

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Workflows

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Contract templates

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Questionnaires

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Invoice settings