Ready to make the switch to Iris Works?

Let us do the work for you!

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 set-up, we’ll have them 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.

What's included?

  • Client data
  • Email templates
  • Workflows
  • Contract templates
  • Questionnaires
  • Invoice settings

Please complete all fields.