Back Office Financial Management & Reporting
PerfectLaw® Back Office Software is a comprehensive suite of financial management applications that include Time and Billing, Accounts Payable, General Ledger, and Management Reports. The Back Office Software is part of PerfectLaw's All-in-One® suite of applications that, integrated with the front office module, yields one of the fastest, most powerful systems in the market today.
Our Software Suite provides the best, most comprehensive feature sets for maximum functionality. We help you configure the most effective financial management system for time, billing, accounting, reporting and collections, to increase efficiency in your firm.
Back Office Standard
Available On-premises or Cloud
Features:
- Time & Billing: Real-time stopwatch on activities in progress; task-based and electronic billing; client and matter-level billing (Standard/Enterprise); record and monitor retainer balances
- General Ledger: Multi-segment account numbers; historical reporting; maintain budgets by account, accounting period or year; record accounts receivable and account payable ledger postings; distribute overhead expenses among profit centers; real-time financial statements
- Accounts Payable: Maintain detailed vendor information; edit and cancel posted invoices; enter distributed check requests from any workstation on the network; quickly print, release and post single checks or groups of check; segregate recoverable client costs
- Conflict Checker: Relate parties to matters by pre-defined and/or custom relationships; search all contact records and/or fields in the database; route and distribute conflict reports to recipients' desktops
- Check Request: Enter distributed check requests from any workstation on the network
- Trust Accounting: Full detail trust history by matter within client for each trust account which includes ability to enter lengthy descriptions of transaction detail
- Management Reporting System (MRS): Analyze data from virtually any perspective; Export reports to XLS and PDF formats; Run a group of reports in one step; Easily access extensive library of standard reports; Run reports based on a variety of analysis parameters; Run and profile reports to the Document Management System (DMS) in one step; Design custom reports with built-in Report Designer
Back Office Enterprise
Available On-premises or Cloud
Optional Add-ons Available...
- BizRadar Business Analytics: Business intelligence analysis and reporting
- Billing Compliance - eForce & eAssist: Real-timetimeline validation, Non-compliant word filters, attorney daily workload thresholds, and budget thresholds
- A/P Check & Invoice Imaging: Scan and store invoices; instantly display, print or email scanned invoices and signed checks; link invoices to vendors, matters and clients for quick lookup
- Soft Cost Recovery: Import phone, copy, postage and fax expenses; allows users to import the text output files generated by the cost tracking packages currently used at the firm
- Collections: Schedule collection-related events by creating rules; enter bill-related, client and billing contact notes with a time/date stamp; Easily track bill details, late fees and previous payment information; Easily attach bills and other docs to emails
- Plaintiff Back Office Accounting (contingency billing): For firms that do not track time; this application substitutes Time & Billing and Accounts Payable