See everything about a case or project from one screen!
The top Entity ID Bar typically contains the information used for locating the file, and of course it can be customized. The tabs along the middle contain all the other information regarding the file.
Address/Phone: every phone, email & fax number for this particular file.
Questionnaires: all the data intake for the file. This can be used for document merging, searching and for reports.
Images: organizes all the images associated with the file. Relationships has a list of all the entities associated with the file and how they pertain to this file, including parties, experts and other companion cases.
Documents: shows all available merge documents for the automated creation of pleadings, contracts and letters. Only documents appropriate for the case type will display.
Admin: contains information concerning different staff memb...
Workflow processing can help you sleep at night!
Any process, procedure or checklist can be reduced to a workflow model. Each step of the way will carefully be mapped out and when an item is accomplished, it will not only trigger the next step, but show who accomplished it and when. The following movie demonstrates a workflow model for a foreclosure file, but the concept is the same. In a perfect world, each file would have at least one time in the work queue so all files are accounted for. Of course we have reports that will show you orphaned files.
Enter time through Case Management or Financials!
Our automated work flow can automatically create fee and cost entries when appropriate, based on the client’s fee schedule. Import fees or costs from vendors or third party programs.
Tired of paper Check Requests?
Check-writer allows for electronic check requests by authorized staff members. Not only that, but our electronic signatures can do away with writer’s cramp! Request and Print Operating checks, Cost Advance Checks and Trust Checks, all from the same program. Review all check requests in the queue and approve the ones you wish to authorize. If a trusted employee is printing the checks, you can have the checks digitally signed, based on the checking account, dollar amount, vendor and even the time of day. Simply use the check-writer to write your checks and your client/matter ledgers are updated with cost advances, your General Ledger is updated with the accounting entries, your Bank Reconciliation is ready to go and of course, the physical check is printed.
One thing that differentiates Perfect Practice from other practice management is its breadth of functionality.
It has everything you need to run your practice; from Marketing, CRM, Matter Management to Billing and Accounting.
We could list them all, but check out our web site.
PerfectLaw® Time & Billing is a full-featured billing system which offers an easy-to-use, intuitive interface, several automatic time capturing features to ensure accurate tracking of daily activities, and the ability to request and apply trust and retainer funds. The cash receipts processor applies client payments at the timekeeper level, allowing for accurate, comprehensive attorney productivity reporting. And, with the added synergy only an All-in-One® system can provide, PerfectLaw® Time & Billing automatically creates time entries for front office workflow processes, profiles bills, allows users to work both on and offline, and much more.
Successful firms and attorneys use Attorney Information Manager (AIM®) to manage large case loads and communicate with clients in a timely fashion. Gather, store, organize and retrieve accurate information instantly with AIM®.
AIM® combines powerful, reliable apps with Best Practices to manage many law office items, including:
Today’s law firms want to use up-to-the-minute information to navigate the road ahead, rather than rely on the rearview mirror approach of reading stale reports. PerfectLaw BizRadar® provides the right mix of performance indicators (KPIs) for measuring billing, accounting and case management performance to evaluate if the firm is running smoothly or if there are outstanding issues requiring immediate attention. Check out BizRadar® today.
Law firms are information-driven and successful firms learn to automate their information workflow, thereby affording themselves more time to focus on their core competency. Best business practices require electronic document delivery for greater accuracy, efficiency, and cost reduction. Paperless Workflow® fills this requirement better than any other product on the market today, handling everything including scanning and imaging, automated notifications, document profiling, routing, and emailing.
