Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

An estate planning portal providing legal documents (wills, powers of attorney etc)

A solution to help develop additional income streams and/or build a probate book.  An online interactive interview questionnaire, providing the right legal clauses unique to each clients' circumstances.  The resulting documents are produced in real time, as you work.  An efficient solution which does not detract time away from your core business activities.

  • Guest
  • Aug 29 2018
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  • Chris Trevor commented
    20 Sep, 2018 09:45am

    I don't think this is a good idea, and it is a distraction from Iris' core offering to us as accountants.  Such proforma documentation is available online from other sources if required.  Selling legal documents and Wills without the legal background and training to understand all the issues seems to be a recipe for disaster and could lead to regulatory or legal claims against firms if the advice and/or document is defective.

  • Kamran Shaikh commented
    4 Sep, 2018 06:48pm

    Amazing idea. Get it setup as soon as possible.

  • Guest commented
    31 Aug, 2018 08:01am

    Potential but may have significant PI Insurance issues in terms of both liabilities & costs