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