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.
Why Choose the PerfectLaw Cloud?
- Supports multi-office firms
- Work from mobile devices anytime, anywhere
- Share documents with clients securely
- Built-in backup and disaster recovery
- Always work with the latest technology
Unfamiliar with the cloud? No problem! Watch an introductory video on our YouTube channel.
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.
Are you tired of manually profiling your emails? PerfectLaw’s Exchange Profiler Service automatically profiles all of your emails to the correct matter; it even gives firms the ability to automatically profile chains of emails sent back and forth between users and clients.
For more information, please watch our promotional introduction video. If you’d like PerfectLaw’s EPS for your firm; or, if you have any questions, 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.
In order to avoid breaking the chain of custody through the use of services like Drop Box or Google Drive, attorneys are better served using a document sharing and case management service that can provide them with the security necessary to avoid accidental leaks.
With AIM365, attorneys have secured access to all of their matters, documents, contacts, and AIM-generated calendar events from anywhere that has Internet access. Simply open a browser, log in, and begin working.
And with AIM365’s Client Portal, firm administrators have the ability to give outside associates and clients the ability to log in, review, download, edit, and re-upload documents utilizing the latest features of HTML and drag-and-drop.
For a quick, visual demonstration showing how AIM365 works, please watch our video. To inquire or request AIM365 for your firm, please send us an email.
With PerfectLaw’s new Redaction feature, users can quickly block out portions of an invoice for distribution to clients as part of their bill.
PerfectLaw’s Redaction eliminates the need to manually edit invoices and eliminates the need for third party software.
To see how the new Redaction feature works, please watch our video. If you think your firm could benefit from this feature, send us an email so that we may turn the feature on for your firm.