webDMS – a web-based Document Management System

PerfectLaw’s webDMS is the ideal companion for attorneys who work at the office, remotely, or both. It grants attorneys the ability to access their documents from anywhere with an Internet connection. This means that work which began at the office can be easily continued at home, at court, or anywhere else your day takes you.


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.

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:

PerfectLaw’s All-In-One Cloud versus the Hybrid Cloud

In recent years, the legal industry has experienced a quantum leap in legal technology options and legal software solutions. Many of the solutions have begun the move to the cloud from what was once only local server-based environments. Although a lot of marketing buzz has been created around the recently developed Hybrid Cloud, there are still numerous reasons why PerfectLaw’s All-In-One cloud model rises about the rest. These two models offer different solutions for different size firms running different products.

The Hybrid Cloud, although offering a diverse set of options, is often partitioned or broken apart across several different databases, thus requiring add-ons or plug-ins to integrate with third party software . This is not ideal.

In the All-In-One cloud, everything lives in harmony alongside your All-In-One database. This increases security, usability, maintenance, workflow, along a great deal of other perks.

To get a fuller picture, PerfectLaw has developed a 5-part series of short videos that juxtapose the All-In-One Cloud with the Hybrid cloud. The topics include a general overview, maintenance from the IT perspective, workflow, handling external documents, and security.

To view these videos, please visit our YouTube page. If after viewing these videos you have any questions, please contact PerfectLaw for more information.

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:

Empowering People and Companies with Accessible Business Information

The world needs people with the ability to quickly and easily analyze
vast amounts of data to gain new insights and knowledge. Microsoft
Power BI gives you new ways to ask questions, visualize results and
generate ideas that improve business and empower your career. Within
minutes of starting Microsoft Power BI, you can tell a compelling story,
reveal new insights and improve company success with:

• No special learning
• No coding
• Minimal IT interface
• Intuitive, easy-to-use tools

Read more…

Office 365 Advanced Threat Protection

Protect your email, files, and PerfectLaw against unknown and sophisticated attacks.

A diagram showing how Office 365 Advanced Threat Protection protects email.

Secure your mailboxes against advanced threats

New malware campaigns are being launched every day, and Office 365 has a solution to help protect your email, files, and online storage against them. Office 365 Advanced Threat Protection can help protect your mailboxes, files, online storage, and applications against new, sophisticated attacks in real time.
Read more…

Protect against unsafe attachments

With Safe Attachments, you can prevent malicious attachments from impacting your messaging environment, even if their signatures are not known.
Read more…

Protect your environment when users click malicious links

Exchange Online Protection provides protection against malicious links by scanning content. Safe Links expands on this by protecting your environment when users click a link.
Read more…

Get rich reporting and track links in messages

Gain critical insights into who is being targeted in your organization and the category of attacks you are facing.

Read more…

 

Source: Office 365 Advanced Threat Protection

What to Consider When Choosing the Right Network for Your Legal Software

Local vs. Cloud vs. Hosted

When it comes to law office software, firms should weigh the benefits of all the features and functions as they relate to their specific workflow. However, an often overlooked aspect of purchasing new software is choosing the right network to run that software. The choice is paramount in providing an optimal experience for the firm’s today and into the future. Just as firms would research features like document management, time entry and mobility, the network that’s right for you must be considered carefully. To help make an informed decision, below is an outline of the three most widely used network configurations in use today. Continue reading “What to Consider When Choosing the Right Network for Your Legal Software”

Creating Profitable Fixed Fee Pricing from the ABA

Alternative Pricing

Source: http://apps.americanbar.org/lpm/lpt/articles/fin01061.html

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.

Continue reading “Creating Profitable Fixed Fee Pricing from the ABA”

Avoid Delays in Your Billing Process with an Effective Distributed Billing Tool

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.

Making Attorney Expense Reimbursements Easy

PerfectLaw’s Attorney Expense Reimbursement product allows attorneys to submit expenses alongside images of receipts to the back office. With this service, attorneys are able to enter separate line items differentiating between firm- and client-related expenses. And since much of the reviewing is performed prior to posting, the service vastly reduces administrative hours while composing an accurate audit trail for the Back Office.

To view a video of this feature, click here.

If you think your firm would be interested in Attorney Expense Reimbursement, please contact our Sales Department to get started.

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.

Acclimate New Hires with PerfectLaw’s Virtual Training

YouTube - PerfectLaw Virtual Training ClassroomPerfectLaw’s Virtual Training saves law firms significant amounts of time and money by eliminating the need to travel or “make time.” With numerous ways to access PerfectLaw’s video library, users are able to learn when it’s most convenient to them. PerfectLaw’s video library is available to all PerfectLaw users through the Help system, training personnel, or upon a request made to the Help Desk. Users are even able to train from home by utilizing PerfectLaw Home Viewing.

For a brief overview of PerfectLaw’s Virtual Training, please watch our animated video. If you think your firm could benefit from Virtual Training, please send us an email.

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.

Quickly Reference Time and Fee Analysis Screens

Quickly reviewing pie charts to reference the hours worked and fees billed over time has been a popular AIM feature for many years.  However, pie charts have limitations. For this reason, in the latest version of AIM, visualization may be instantly swapped back and forth between pie charts (for proportions) and bar graphs (for relative value).

For more details regarding PerfectLaw’s Time and Fee Analysis screens, please watch this video.

If you think your firm would be interested in Time and Fee Analysis Screens, please contact our Sales Department to get started.

PerfectLaw’s iSlips Gets an Important Update

iSlips 2.0 Video LinkiSlips 2.0 is the latest release of PerfectLaw’s popular, mobile, time-keeping app. With this latest version, users will now have the ability to look up client and matter information from a single field. Known as “PerfectLaw Quick Search,” users may enter text or numerical characters and quickly pare down the list to the desired client or matter. For a brief video highlighting this feature, please watch the release video.

Beyond the Quick Search, users will notice an entirely updated interface, look, and feel. If you believe your firm would be interested in using iSlips for iOS or Android, please contact us for more information.

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.

One Automated Email with All of the Client’s Bills

envelope icon representing emailsStarting 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.

Why Choose the PerfectLaw Cloud?

In order to operate today’s most demanding legal software successfully, which cloud you choose is just as important as the software you select. In order to guarantee an exceptional cloud experience, firms must consider the network, technology, and security of where their software resides. For this reason, PerfectLaw® has partnered with the nation’s top data center, Verizon’s Terremark NAP of the Americas, to ensure that your PerfectLaw software runs as efficiently from the cloud as it would from your local desktop.

Unfamiliar with the cloud? No problem! Watch our introductory video.

If you think your firm would be interested in the PerfectLaw Cloud, please contact our Sales Department to get started.

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.

Free Up Your Back Office Modules by Pre-Billing in the Background

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.

PerfectLaw Series of Workshops and Webinars

PerfectLaw has begun a series of free workshops tailored to special interest groups, with topics that are highly relevant to today’s competitive law firm environment. We began the series in April, with a workshop titled CloudWorkshop: More for Less in the Cloud, which had a wonderful turnout. Our next workshop will explore Business Intelligence, so be sure to stay tuned for our official announcement.

If you’re interested in the information that was shared during the cloud workshop, you may visit the webpage (link above) dedicated to the event. Once there, you’ll find videos of the presentation and Q&A session, as well as case studies, informative PDFs, and an FAQ section.

If you think your firm would be interested in the PerfectLaw Series of Workshops & Webinars, please contact our Sales Department to get started.

Improve Speeds with PerfectLaw’s Document Archive

PerfectLaw’s Document Archive automates both the archiving and restoring of documents and document profiles via age- and date-based formulas. It greatly improves the speed of storing and storage management.

Watch the new, animated video on our YouTube page which highlights the simple functionality of Document Archive.

If you have a question about anything in this video, or if you’re interested in purchasing Document Archive, please feel free to send us an email so that we may further assist you.

Familiarize Yourself with New Features in AIM’s Contacts

AIM’s contact grids have received a major facelift, greatly improving usability and introducing new features. Now, with larger grid cells, the cont

acts list is much easier to read. And by consolidating the multiple phone columns into one, you’ll be able to see all of your contacts’ phone numbers with just a quick glance. To see all of the other new aspects in the latest build of AIM, including a great way to merge contacts together, check out our video.

To get your firm on the latest build of AIM, or to request an upgrade, please send us an email.

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.

PerfectLaw Releases Back Office Version 17

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.

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.

Should You Get Hosted on PerfectLaw’s Cloud?

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.

Easily Emailing Your Documents as PDFs

Email as PDFPerfectLaw’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.

Automate Email Profiling with PerfectLaw’s Exchange Profiler Service

EPSAre 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 Releases Latest Update for Front Office with AIM17

AIM17PerfectLaw 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.

Securely Share Documents with PerfectLaw’s AIM365™

AIM365In 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.

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.