Front Office Case & Document Management
This Office Suite of products allows you to configure which options you wish to combine for optimal functionality. Our Office Software is offered in several versions including Lite, Standard, or Enterprise depending upon your firm size and mix of features. Take a look at each of the features offered, and then give us a call. We can help you tailor a case management system to fit your firm's specific needs.
PerfectLaw's All-in-One® technology gives you a full-featured front office system that is completely integrated with all back office functions in a single database so that real-time billing and financial information is also available to front office users at all times.
LITE
Available: On-premises & Cloud
Features:
- Managed Items: Manage cases, calendars/dockets, contacts, notes, forms, scanning & imaging; time entry; time, cost and expense reporting; check requests
- Document Management System (DMS): Creation, storage, search/retrieval and transmission of digital documents
- Data Browser Advanced Search Engine: Run simple or complex search filters without the need to know SQL
- Customer Relationship Management: Maintain an up-to-date database of all your clients, prospects and relationships for use in matters, marketing and case management
- Video-Based Online Training: Courses tailored to individual needs, self-paced video learning, combination of video and live instruction and support available
Standard
Available: On-premises & Cloud
Optional Add-ons Available...
- Full Text Search: Find documents easily by searching the content of the document. Use commands like and, or, not, and wildcards to further narrow down your search.
- Document Assembly: Easily prepare mail merges, maintain official form templates from within PerfectLaw, and create custom forms for Word, WordPerfect or Acrobat
- Paperless ePreBill: Paperless ePrebilling streamlines your billing workflow and makes it much easier to review, edit, and approve prebills.
- Paperless Workflow: Route documents after scanning, secure document images with read/write permissions before scanning begins and automate notifications of document scan errors. OCR documents once profiled as well.
- PLSync (Outlook/Exchange): Events (appointments, tasks, and due dates) and contacts are seamlessly synchronized between Outlook and PerfectLaw®; Client, matter and activity codes can be validated from Outlook or mobile devices
- Exchange Profiler Service (EPS): Application which processes messages in a designated public folder; The EPS program reads the subject line and saves and profiles each received message into the specified client/matter; Subject line is used as the document name for the profile
Enterprise
Available: On-premises & Cloud
Optional Add-ons Available...
- Document Previewer: Allows users to preview documents from within PerfectLaw without the need to open the file type application separately
- eService: Allows users to preview documents from within PerfectLaw without the need to open the file type application separately
- 3D Workflow®: Combines docketing with Imaging, Document Assembly and Report Writing; Automatically schedule, create, profile and save all types of documents into the DMS in one step; Automatically route documents to recipients in PDF, TIFF and other formats; Use docketing and business rules to automatically image and route documents
- Matter Intake Workflow: Move intake forms instantly between support staff, conflicts, approving attorneys, records management and billing, without any paper handling or email
- Records Management (Barcode Scanning): Create file folder labels one folder at a time or in a set, quickly check in or out with or without the use of a barcode scanner, use trail reports to track users that make entries into the system
- Screen Painter: Create and maintain your own practice area-specific tables and screens; Allows you to automatically adjust the layout of fields to create a cleaner, finished product; Customized data can be searched and reports can be generated using PerfectLaw's Data Browser intelligence engine
- Document Archive: PerfectLaw® DMS Archive utility automates both the archive and restore of documents and document profiles via age and date-based formulas to improve both the speed and storage management.