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

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