Add and manage your clients

IRIS Elements starts with your clients. Add prospects and clients, then view the individuals, businesses, and trusts on your client list.

You can add and manage clients from the Clients area. The tabs you see when viewing a client record depends on which IRIS Elements products you've purchased.

To add a client, go to Clients > Add client. For detailed instructions on how to add a client, visit the Help Centre (opens in a new tab).

Once added, you can contact your clients by email, text message (SMS) or generate a letter. Whichever method is used, IRIS Elements keeps a record linked to the client account.

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