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.

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:

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:

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

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.

PerfectLaw at the ALA National in Denver, CO

PerfectLaw’s Marc and Frank had a wonderful time at the ALA National show in Denver. They witnessed a record in both interest and traffic at the booth, making numerous connections with firms we hope will soon join the PerfectLaw family.

For a fun look at two of the prize giveaways, check out our YouTube channel. We’ll see you in San Francisco for Legal Tech West Coast!

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.

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.

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.