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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  • Client Care (Non-IRIS) commented
    August 31, 2018 08:01

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

  • Kamran Shaikh commented
    September 04, 2018 18:48

    Amazing idea. Get it setup as soon as possible.

  • Chris Trevor commented
    September 20, 2018 09:45

    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.