An installation set up in English now looks, notifies and answers in English, with its own currency. Plus a fix for a bug that left the assistant without project context on installations without Tickets.
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The CRM now links an opportunity to an existing project, company research with Gemini works again, and electronic signature records who signed.
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Names, folders, OCR, versions and tags: seven practices so your firm’s digital case file can be searched in seconds, not hours.
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Recording the Iurefficient School courses uncovered defects nobody had seen: the external Portal did not notify anyone when a client wrote, and a restaurant-spending tax rule was inverted.
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A user told us the system had no timeout, and they were right. Web sessions now end after eight hours without activity and, in any case, after seven days.
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A missing invoice, a cancelled one or a PPD without its complement moves your monthly VAT and income tax. Seven practices to reconcile CFDI before filing.
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A course classroom you enter with your Iurefficient account, a fix so that enabling a module reaches the whole system, and demo instances that no longer send email.
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The landing dashboard now shows first what each person has assigned, everyone picks their own home page, and the inventory stops duplicating laptops, understands containers and can be edited in bulk.
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In a consultancy, what isn’t logged is neither billed nor learned from. Seven practices to stop timesheets from being the chore everyone postpones.
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Everyone signs at the same time by default, the legal library now serves every specialty, and AI receives the full project context when generating documents.
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Typing a contract in by hand is the job nobody wants. Now AI proposes each field together with the sentence from the contract that supports it, and nothing is saved until a person reviews it.
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Many risk matrices are filled in at kickoff and never opened again. Seven practices to make yours change decisions: what to log, how to score, who owns it and what to do when a risk does happen.
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