Outlook Appts & Contacts Add-ins

Look up and add PerfectLaw® matter codes to Outlook®
appointments and tasks from Outlook®
Busy law professionals frequently edit appointments, due dates,
contacts and time slips in several databases at once, often on the run.
By synchronizing multiple databases automatically, Outlook® Add-ins
for PerfectLaw® eliminate the need for double data entry while
reducing transcription errors, delays, labor and the potential loss of
billable time.
As Outlook® sends calendar information to mobile BlackBerries or
iPhones, the Add-ins update PerfectLaw® calendars, real-time, so
they always remain in sync. Likewise, when contact information is
changed in the firm’s database, the Add-ins eliminate double entry by
immediately updating both Outlook® and mobile PDAs.
Appointments Add-in Benefits
- Attorneys don’t need to change the way they work in Outlook®
- Secretaries don’t need to double enter events in both Outlook®
and PerfectLaw®
- Capture billable time automatically while working in Outlook® or
your PDA
- Work without fear of losing critical data, since data is also stored
in PerfectLaw®
- Requires minimal workstation or phone setup
- Reduce dependency on clerical and secretarial assistance
Contacts Add-in Benefits
- Each user’s Outlook® address book benefits from centralized
updates made in PerfectLaw®
- Add-in managed addresses are automatically corrected when
corrupted or deleted in Outlook® or your PDA
Appointments Add-in Functions
- Link Outlook® appointments and tasks to your matters
- Convert your Outlook® and phone appointments and tasks into
time slips automatically
- Validate client, matter, and activity codes from Outlook® to avoid
data entry errors
- Your PerfectLaw® calendars will show Outlook® appointments
and tasks
- Track, display and print individual or firm PerfectLaw® calendars
with matter codes and names
- Bi-directionally edit Outlook® appointments and tasks from either
Outlook® or PerfectLaw®
- Search and analyze your Outlook® events with the PerfectLaw®
DataBrowser
- Audit trail tracking/reporting of Outlook® events and edits
Contacts Add-in Functions
- Users define their own set of "My Selected Contacts" from the
firm's All-in-One® database
- Manage, share and sync firm contacts with your Outlook® and
phone address books
- Central database changes are sent continuously to each user’s
Outlook® address book or phone with no manual intervention