PerfectLaw’s Back Office allows users to attach or swap out images to invoices after they’ve been posted. Often, vendors will submit their invoices with an image in an effort to keep accurate records. But, sometimes the image isn’t available or a back office user simply forgot to include it on the posted invoice. When this happens, some products require the invoice be reversed and re-entered with the image. But not PerfectLaw. PerfectLaw’s Back Office allows users to attach images directly onto posted invoices through a standard file browser. To see how, please watch the video below:
In recent years law firm pricing has migrated away from hourly rates to alternatives that include fixed or flat fees, percentage and contingency fees. This movement is driven by law firms as clients increase their efforts to obtain hourly rate discounts and apply greater scrutiny to bills, questioning both hours billed and staffing (numbers and levels of lawyers). In this environment, hourly billers face ever-increasing pressures that actually penalize firms for efficiency. Although this article will focus on one example of alternative pricing—fixed or flat fees—the principles apply to contingent, percentage and other alternatives, as well.
It can be a hurdle when the Back Office has to wait for attorneys to review the pre-bill reports, searching for any errors in the billing. And once the corrections have been reported, the Back Office then has to retrieve the reported changes from the attorney and update the pending bills in the Time and Billing module. This is an unnecessary strain on the Back Office and needlessly duplicates work.
With PerfectLaw’s Distributed Billing module, pre-bill reports are profiled directly to the billing attorney’s matters where the pending bills may be reviewed and edited by the attorney’s themselves, allowing the Back Office to carry on with their other duties.
To see all of the various ways in which the Distributed Billing Module can be utilized, please watch this video.
If you think your firm would be interested in Distributed Billing, please contact our Sales Department to get started.
Starting with Build 106, if a Time & Billing or Account Manager user has multiple bills to be emailed to a single client (a single email address), the software will now create one single email containing all of the bills. This process replaces the old method of having an email created for each individual bill.
This feature will reduce the amount of time spent sending bills and the amount of emails users would potentially have to sift through when searching for sent bills.
If you have any questions about this new feature, please contact us for more information.
With Background Pre-Billing, a separate task is automatically opened in the background when you run your pre-bills, freeing your Back Office modules for other uses while the background tasks complete.
If you think your firm would be interested in activating this feature, please contact the PerfectLaw Help Desk for more information.
With the latest version of PerfectLaw’s Back Office being released, users will now have greater flexibility to customize their grids, just like AIM users are currently doing in the Front Office.
This new version of the Back Office also comes with more opportunities to export reports to Excel, as well as many other minor fixes which may be read about in our Release Notes.
To request or ask questions about a Back Office upgrade, which may be included in your monthly maintenance, send us an email.
Firms often deal with multiple parties in any given case, and may therefore have to bill multiple parties per matter. This can become tricky when one party has applied pre-paid on the account. For a brief explanation regarding how to handle this type of situation, please watch our tutorial video.
If you have any questions related to applying prepaid to a multi-bill split, please feel free to email us.
PerfectLaw’s AIM now offers users the ability to send profiled Microsoft Word documents as PDFs directly from the software.
Available to users on AIM versions 15 and newer, users can now avoid the process of exporting, converting, and re-importing documents in order to make them PDFs. Now, users only need to locate (in its matter) the document they intend to send, right-click, and select “Mail Document as PDF.” Then it’s as simple as selecting the recipient from the list of related contacts, completing your email, and sending it off.
If you have any questions regarding this new feature- or, if you’d like information on pricing- please contact us.
PerfectLaw is excited to announce the official release of AIM version 17. Besides tweaks to improve the general functioning of the software, there are also plenty of new features to make life easier for your firm. To see more, please watch our brief video.
To see your firm’s version of AIM, go to the AIM navigational bar, choose “Help” from the menu, “About…”, and you’ll see the Version at the top of the screen which pops up.
It may be possible for your firm to upgrade from v7 or v15 to v17 through your firm’s maintenance. To find out, request an upgrade, or inquire about any potential fees, please send us an email.