Discover the improvements we’ve built into each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.47.6 — The assistant now sees tickets, inventory, and billing “Which project has the most tickets?” was a question with no possible answer. The assistant answered by looking at tasks and…
Read more →
Conoce las mejoras que hemos incorporado en cada versión para hacer de Iurefficient una herramienta más potente, inteligente y segura para tu práctica profesional. v4.46.0 — El CRM registra a toda la mesa (y un nuevo «showroom» por fin habla el idioma de tu sector) Una venta casi nunca la decide una sola persona. Hasta ahora…
Read more →
v4.45.0 — Multiple people per task, and Microsoft Project plans that finally come through complete A task can have multiple owners. A primary owner is kept —the one accountable for it, and to whom the hours and cost are counted— and you add as many co-owners as needed. Everyone sees it in their list and everyone…
Read more →v4.44.3 — Closing a case file data leak (immediate update recommended) Case file contents could be downloaded from the internet without signing in. By mistake, the system exposed a second file address that asked for no username or password. Documents are stored encrypted, but the index the assistant uses to search…
Read more →
v4.43.0 — Your generated documents, on your stationery The AI now writes on your letterhead. When you import a blueprint from a .docx, that file is kept as a design template: when you ask for a document (minutes, a brief, a proposal), it comes out in Word with your firm’s letterhead, logo, fonts and margins…
Read more →
Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.42.0 — Reports that actually draw what you ask for, send themselves and protect your data Your charts finally come out the way you asked. In the report builder, when you chose “pie”…
Read more →
v4.41.0 — Signing lives in the project, the tax module understands your payroll and the CRM tells you who you already know Signing a document is part of the project, not a separate formality. From the menu of any document, “✍️ Send for signature” appears, with the document and project already selected. The project dashboard debuts…
Read more →
Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.40.0 — Your documents on your phone and the complete manuals inside the help Viewing documents on mobile, finally done right. On the phone, PDFs weren’t displayed (the…
Read more →
Discover the improvements we’ve added in each release to make Iurefficient a more powerful, smarter and more secure tool for your professional practice. v4.39.0 — Your portfolio decides with data: project weighting and Electronic Signature Which project should the team be on this week? The new Portfolio (button in Projects) answers with numbers: each active project…
Read more →
v4.38.0 — Who can take on more? The workload heat map Stop guessing who’s overloaded. The new workload balancing section shows a heat map by person and week: how many hours of estimated work each person has against their capacity, across all projects. Green = has room, blue = in…
Read more →
Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent and secure tool for your professional practice. v4.37.0 — The CRM thinks with you: opportunity chat, projects from the deal and clients that transform Every CRM opportunity now has its own advisor. On an…
Read more →
Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent, and secure tool for your professional practice. v4.36.0 — Editor with formulas and diagrams, YouTube back in the chat, and the tax module fixed The document editor learned math and diagrams. The platform’s text editor…
Read more →