With Iris, you break up your offices into separate teams. Each team contains everything related to the work at hand—all the people involved, every report or case, every document, file, important date, etc. Everything!
How it's better: unlike clunky old case managers where everything starts disorganized and you have to constantly manage the chaos, Iris keeps everything organized by default. Things are always where you expect, and it's obvious where to put stuff.
Every case includes the tools all offices need to work together—calendars, emails, notes, docs, people and instant messaging. You can customize your case types, build forms, receive reports, configure workflows and more all while integrating with your institution's ERP.
Calendar
Set important dates and keep an accurate timeline on a shared calendar.
Notes
Create shared notes to collaborate or work in your private notes.
Emails
Send custom or templated emails and track all emails related to a single case.
Docs & files
Store, share and organize docs, files, images, and spreadsheets.
People
Keep track of all people related to the case—your team, students, staff, etc.
Group chat
Chat with your team, ask questions and share updates all in a single place.
How it's better: spreading important information and communication across a bunch of solutions is inefficient at best; total chaos at worst. Things slip through the cracks, it’s hard to see the big picture, it’s expensive and on-boarding your office is a pain. Iris eliminates all of those issues by combining everything you need in one place.
