FAQ for End of Month Billing

During these uncertain times, many firms have opted to have their staff work remotely. But this change in routine may lead to some confusion in getting some essential functions done. One of these is the end of month billing. Click below to see an End of Month FAQ that may help back-office users get some of these functions done.

https://service.perfectlaw.com/technical/faq-end-of-month-tips.asp

COVID-19 Readiness & Cloud Services.

As the Coronavirus (COVID-19) evolves in the U.S., we are monitoring information from the CDC and preparing as part of our Business Continuity and Emergency Management program. Our goal is to support you and your employees. Your business operations are important to us and we’re taking steps in advance to continue to serve you during this time.

We understand firms need contingency plans and will prepare how to work given the circumstances. Since the only available licensing option for PerfectLaw in the cloud is PerfectLaw’s Cloud Software as a Service (SaaS), we are ready to expedite and assist you in moving to the cloud if your firm requires it.

Please contact us at 1-800-749-6200 and we can answer any questions you may have.

PerfectLaw’s cloud services operate in Microsoft’s Azure cloud data centers around the United States, and in the NAP of Americas in Florida. These services are monitored and managed by in-house PerfectLaw personnel. In the event our offices become inaccessible, we are prepared to remotely support our firms and manage our cloud infrastructure without interruptions.

We appreciate your business and continued confidence and are available to address any related concerns.

For additional updates regarding this notification please check back at https://www.perfectlaw.com/ for more information.

Thank you for trusting PerfectLaw with your law firm’s needs.

Best Regards,

Your PerfectLaw Software Team

Mobile Products for the Attorney on the Go

We know working away from the office can be difficult if you aren’t properly equipped with strong tools. That’s why PerfectLaw has a whole suite of mobile products designed to empower the attorneys on the go. Whether you’re looking to keep time, access documents, make check and expense requests, or even access your docket, PerfectLaw’s mobile products achieve the need to bring your practice wherever you may be.

Our mobile products are anchored by iSlips. Available for both iOS and Android, iSlips users have the ability to enter time or expense entries and then sync them to PerfectLaw back at the office. And if you have a receipt in front of you that you’d like to submit with your entry, you can just snap a picture of it with your phone and attach it to your submission.

Another mobile mainstay product is iDocuments, which gives you access to your document management system from your iOS or Android mobile device. With iDocuments, you’re able to open, view, and even edit documents (assuming you have whatever third party application that’s required).

Finally, our PLSync product will allow you to access AIM contacts and events (appointments and tasks) from your mobile device. With two-way, real-time synchronization to Microsoft® Exchange, events that are entered in AIM will show up on your mobile device; and events entered in your mobile device will appear in AIM

PerfectLaw’s Billing Compliance

PerfectLaw All-in-One has been serving the legal community for over thirty years. And as technology changes, so too does the “all” in “All-In-One.”

We’re always working to take advantage and be inclusive of any new, beneficial strides in technology. As such, we frequently offer new, productive tools that help your law firm stay competitive and profitable. A great example of this is our Billing Compliance product.

Available as an add-on, our fully integrated billing compliance system is designed to reduce e-billing mistakes and help guarantee that your bills go out both correctly and on time each and every month.

It’s driven by two separate components: eForce and eAssist.

With eForce, firms set their own billing rules/guidelines or enter rules handed down by a client or insurance carrier on a “per matter” basis. This way, when a timekeeper enters time, errors are immediately identified and corrected, thus avoiding rejected e-bills, avoiding appeals, and avoiding lost time.

With eAssist, PerfectLaw provides the timekeeper with a template that may be referenced to avoid billing errors from the start.

Refresh Your PerfectLaw Skills with Virtual Training

PerfectLaw offers various forms of training and continuing education for its firms and users. With its Virtual Training program, firms get a chance to beef up their PerfectLaw skills and make sure their newest users are trained to maximize PerfectLaw’s capabilities. Our video-based training library may be securely accessed from the office or while at home and offers a broad foundation for users to review topics with our certified training professionals.

If you’d like to arrange for training at your firm, please contact the PerfectLaw Help Desk.

For more on PerfectLaw and our products and appearances follow us on Twitter or Facebook.

Accessing Older Documents in iDocuments

PerfectLaw’s iDocuments mobile app is the simplest way to view documents when you’re away from the office. Available for both iOS and Android, iDocuments allows users to access documents within the PerfectLaw DMS from anywhere with an Internet connection. And to prevent you from having to search through all of your firm’s documents, the app features a “Recent” list that puts everything you’ve recently been working with at the forefront.

However, sometimes you need to access a document that isn’t in your “Recent” list. On these occasions, you’ll want to utilize the “More” search. Clicking “More” will allow you to search for (and download) any document in your database, assuming that you have the security permissions. Then, you can download it and work with it online or offline.

If your firm has yet to make the most of PerfectLaw’s mobile products, please contact our Help Desk for more information; or, if you’d like to see more, please watch this video on our service site.

Record Turnout at the (New) PerfectLaw Booth at ALA National

Hot off the heels from making major waves at the Chicago ABA Tech Show, PerfectLaw’s street team had a record turnout at the ALA’s National Trade Show in Grapevine, Texas. This year, our Director of Marketing, Frank Picard, and VP of Sales, Marc Adler, unveiled a new PerfectLaw booth to a potential clients looking for a chance to view live demos and a chance to win cash with daily cash drawings!

PerfectLaw drew in dozens of new potential firms with our message of All-in-One integration and the future of the legal space on the cloud.

For more on PerfectLaw and our products and appearances follow us on Twitter or Facebook.

PerfectLaw at New York’s Legal Week 2019

Legal Week 2019 is coming to an end in New York City. PerfectLaw is closing out a great week full of reunions and demonstrations. Our Vice President of Sales, Marc Adler, was on site to help PerfectLaw start 2019 with renewed vigor and an ongoing commitment to assisting law firms transition into the age of the cloud. Marc was joined at #legalweek2019 by NYC Legal Tech show mainstays, Hellen and Diane. Together, they wow’ed the crowd and demonstrated the best of what PerfectLaw has to offer.

Diane, Marc, and Helen

PerfectLaw Makes a Splash at the Austin ALA Conference

This past week, PerfectLaw’s Vice President of Sales, Marc Adler, attended the ALA Western Regional Legal Management Conference in Austin, Texas. While there, he had the chance to meet with some of our Texas-based users and shared with everyone some teasers about the exciting new developments PerfectLaw has in store for 2019.  And, of course, he handed out lions like hot cakes. PerfectLaw also made someone’s day with a huge cash drawing.

PerfectLaw would like to give special thanks to all of those who stopped by and met with Marc; and thanks to the ALA for setting up another successful conference!

PerfectLaw’s booth at the Austin ALA Conference

Marc (bottom-left) with a captivated audience of PerfectLaw users and prospective clients

One lucky winner brought home $250 thanks to PerfectLaw’s cash drawing

PerfectLaw at ILTACON 2018 (National Harbor, MD)

Last week, PerfectLaw made its eighteenth appearance at the International Legal Technolgy  Association’s Annual Convention in National Harbor, MD. This year, we were proud to show off the latest in our mobile timekeeping, cloud computing, and our flagship products. We had a chance to see old friends and make new ones.

This year, PerfectLaw was represented on the floor by our Director of Marketing, Frank Picard, and our Vice President of Sales, Marc Adler. The duo was responsible for giving away prizes and performing demonstrations for curious attendees.

We’re already looking forward to everyone next year in Orlando, FL for ILTACON 2019! For more dates and locations regarding PerfectLaw’s appearances, visit our site. 

 

Marc posing with Matt from Lincoln, NE

Marc showing off the PerfectLaw heat map

Marc providing a demo to #ILTACON2018 attendees

Frank Picard and Marc Adler representing PerfectLaw at ILTACON 2018 in National Harbor, MD

PerfectLaw left their prints on ILTACON 2018!

 

Adding Images After Your Invoice Has Been Posted

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:

Sharing Documents with Related Contacts

PerfectLaw offers a way to quickly distribute documents to a matter’s relevant related contacts. With PerfectLaw, you can select a document, click a button, and select all of the recipients you’d like to receive it before ever even opening Outlook. Eliminating extra steps, like copying and pasting or additional clicks, is just one of the many ways PerfectLaw saves you time in your daily operations.

At the end of the year, the minutes you saved start getting totaled in hours.

To see how simple it is to share documents from a matter, please watch this brief video:

Special Thanks to Everyone Who Came Out to the ABA Tech Show 2018

Special thanks to all of our clients and friends who stopped by the booth in Chicago last week at the ABA Tech Show. We were excited by the energy and enthusiasm of our clients and those looking to join the PerfectLaw family. We look forward to keeping this energy going as we roll into the ALA National Show this May. Click here for more information on all of our upcoming events.

Anthony and Todd Tobias From Sorling

iSlips (Android) Update

PerfectLaw is pleased to announce the release of iSlips 2.0 for Android devices. In this update, the Search has been reworked to make selecting matters quicker and easier; time entry has been updated to utilize the keypad layout; and the user interface has been updated to resemble the look and feel of the iOS app, providing a uniform presence amongst all versions of the app.

For a brief demo, please refer to the video on the upper-right. If you’d like more information about iSlips (for either iOS or Android), please contact us.

Enter Expense Entries Right from Your Mobile Device with iSlips

PerfectLaw is excited to announce a new module for the iOS version of iSlips. With iSlips Expense, users will be able to quickly enter expense entries from anywhere with a wireless connection. Similar to iSlips Time Entry, users simply select the client matter from the one-touch search, enter the expense code and cost, and take a picture of the receipt.

Since your app is synced to PerfectLaw, all of your entered expenses and receipt images are automatically sent back to your office for your Office Assistant or Back Office personnel to review and post to billing.

For a better idea of how iSlips Expense works, please watch this video.

If you think your firm would be interested in Distributed Billing, please contact our Sales Department to get started.

Routing to a Matter’s Folder via PerfectLaw’s Patented Paperless Workflow®

PerfectLaw’s new enhancement enables Paperless Workflow users to route an imaged document to a specific matter-level folder straight from the cover sheet’s profiling screen. A “Folder Path” field has been added for you to specify the folder’s location, as seen in the image above.

If you have any questions regarding how this product enhancement works, please feel free to contact us.

Mobile Time Entry with AIM365

AIM365 Time Entry is a browser-based application which allows users to enter time from anywhere with Internet access. From an incredibly intuitive design, users may add, edit, and delete time entries with only a few clicks of the mouse.

For a short demonstration, check out this video.

If you think your firm would be interested in Distributed Billing, please contact our Sales Department to get started.

Keep Your Time On the Go with PerfectLaw’s iSlips

Keeping time on the go has never been easier. With PerfectLaw’s iSlips app, users can enter time into PerfectLaw from anywhere with an internet connection using their iOS or Android smart phones or tablets.

This intuitive app allows user to search and use matters from their recent matters list in AIM; or, they can drill down to locate older matters. After you’re done entering your time, you simply press the sync button. This will sync your time entries to PerfectLaw’s All-In-One database for processing by your firm’s back office.

If you have a question about iSlips, or if you’d like to receive a quote, please feel free to send us an email.

Applying Pre-Paid to a Multi-Bill Split

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.

Privatize Your Invoices with PerfectLaw’s Redaction

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.