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.


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.

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.

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:

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.

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.

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.

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.

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.