Each client's file already knows how the project is going.
Documents, tasks, hours and deliverables for every engagement in one place, with an AI that answers citing the document and drafts in your firm's format.
Where does your clients' file live?
Part in the system, part in email and part in the partner's head.
Today
- Engagement information is spread across five tools
- Every deliverable comes out in a different format
- Meeting minutes are written days later, or never
- Hours go unbilled because they go unreported
With Iurefficient
- Documents, tasks, hours and messages for the same client together
- Templates with rules for each section and the firm's letterhead
- The recording is transcribed and the minutes come out in the firm's format
- A weekly timesheet and invoicing in the same place
An AI that knows each client
Ask the file
It answers with the client's documents and gives the citation. If it isn't there, it says so.
Formatted deliverables
They are drafted section by section with the file as the source.
Minutes from the recording
Attendees, agreements and commitments, which become plan tasks.
Project templates
Your methodology as a template: every engagement starts with its plan.
Hours and invoicing
Work is submitted, approved and invoiced.
Client portal
The client sees progress and documents without emails.
The modules a service firm uses
See it in one minute
What changes at the firm
Less time searching
The answer comes with its citation and is verified in seconds.
Consistent deliverables
The firm's standard is written down and applied.
Hours that get billed
What is worked is reported and invoiced.
Your data, wherever you decide
Your project documents stay wherever you put them.
On your servers or in the cloud
Installed on your infrastructure, or on a dedicated instance we operate on Google Cloud.
Encrypted files
Every file is encrypted with AES-256-GCM and a per-project key; connections run over TLS.
Audit log
Key actions are logged with user, date, IP and device.
AI privacy
Enterprise APIs that don't train on your data, or a local model on your infrastructure.
Our security standards
Frequently asked questions
Can the AI make up information about my cases?
It answers from the documents in the matter, cites every statement and tells you when the file is not enough to answer. It is still an assistant: check the citations before using an answer in a filing.
Are my documents sent to external servers?
In our cloud, your instance runs on Google Cloud. To answer a question, the relevant excerpts are sent to the configured AI provider. If nothing may leave your organization, install Iurefficient on your own infrastructure with a local model.
Does the signer need an account?
No. They receive a link and a one-time code by email; they see the document exactly as it was sent and sign by drawing on the screen, also from a phone.
What if the answer isn't in the documents?
It says so. The assistant only states what the project's documents support and flags what it didn't find instead of filling it in. Every fact it gives comes with the document and passage it came from.
Plans for your team
No forced contracts. Cancel anytime.
Teams Starter
Small teams
- 2 users included
- 30 active projects
- 2,000 AI queries per month
- 2 GB storage
- Email support
Teams Pro
Mid-sized teams
- 7 users included
- 100 active projects
- 5,000 AI queries per month
- 4 GB storage
- Priority support
- Integrations
Teams Enterprise
Large organizations
- 12 users included
- Unlimited projects
- 15,000 AI queries per month
- 10 GB storage
- Dedicated 24/7 support
- Training included
- Customization
Shall we ask one of your files?
In the demo we upload one of your documents (no sensitive data) and ask it questions. You verify the citation.
No commitment · With your documents