Iurefficient modules

Case file AI assistant Ask each project's documents and get the answer with the document and passage it came from. → AI documents Filings, reports and minutes drafted section by section with your company's format and rules. → Projects and PMO Work plans with Kanban, Gantt and a spreadsheet view; baselines, change orders, risks and portfolio. → Timesheet Each person's week, entered like in Excel, submitted and approved by their manager. → ✍️ Electronic signature Signature by link for people without an account, internal approvals, and advanced signatures with Mifiel, DocuSign, Documenso or SignWell. → 🎫 Service desk (tickets) Queues with business-hours SLAs, ITIL types, a service catalog, rules, satisfaction surveys and an API. → 🗄️ Inventory and CMDB Devices that discover themselves, signed custody forms, licenses, contracts with notice dates and a service CMDB. → 📈 CRM and sales Leads, a pipeline with loss reasons, researched profiles with sources, a sales inbox, cadences and campaigns. → 🧾 CFDI 4.0 invoicing Invoices and quotes with CFDI 4.0, several issuers with their PAC, withholdings, collections and a billing schedule. → 🧮 Tax system (Mexico) SAT download with e.firma, income tax and VAT for seven regimes, AI-classified deductions and filed versus computed. → 🤝 Client portal Your client sees their projects, documents, tasks and tickets, and messages you, without back-and-forth emails. → 💬 Collaboration Comments with @mentions on any record, channels, video calls with Teams or Jitsi, and notifications to a Teams channel. → 🎓 Training (classroom) The Iurefficient School classroom with the same account: courses by role, progress and certificates. → 🔗 ERP integration Two-way sync with Dolibarr and Odoo: clients, projects, tasks, invoices, tickets and products. → 👥 Human resources Coming soon Personnel files, org chart, vacation with balances under Mexican labor law, and competency reviews. →

⚖️ Lawyers AI software for Mexican law firms: answers that cite the case file, every deadline across the firm, structured filings, and signatures without e.firma. → 🧮 Accounting and tax Accounting firms: SAT invoices, income tax and VAT for seven regimes, invoicing and every client's monthly close as a plan. → 🖥️ IT and service desk IT departments: tickets with SLAs, inventory with a CMDB and contracts, and the projects that come out of them, in one place. → 🏗️ PMO, engineering and construction Project offices: baselines, change orders, risks, approved hours and a portfolio that tells you what is on track. → 📈 Sales and business development Sales teams: a pipeline with loss reasons, research on each company with its sources, a sales inbox and campaigns. → 🏢 Consulting and professional services Service firms: each client's file, deliverables in the firm's format, hours and invoicing. →