Front Office Software

PerfectLaw’s All-in-One® technology provides you with a front office system that is completely integrated with all Back Office functions in a single database. This means real-time billing and financial information is available to front office users at all times.

Included        Not Included
Lite
(5-10 Users)
Standard
(11+ Users)
Enterprise
(11+ Users)
AIM Legal Case Management
Case Management Items
Manage cases, calendars/dockets, contacts, notes, forms, scanning & imaging; time entry; time, cost and expense reporting; check requests... Read More
Document Management System (DMS)
Creation, storage, search/retrieval and transmission of
digital documents... Read More
Data Browser Advanced Search Engine
Run simple or complex search filters without the need to know SQL.. Read More
Customer Relationship Management
Maintain an up-to-date database of all your clients, prospects and relationships for use in matters, marketing and case management... Read More
CompDocs Red-lining
Easily keep track of all changes to documents, and make sure confidential information stays that way... Read More
Video-Based Online Training
Courses tailored to individual needs, self-paced video learning, combination of video and live instruction and support available... Read More
Document Assembly
Easily prepare mail merges, maintain official form templates, and create custom forms for Word, WordPerfect or Acrobat... Read More
Document Viewer (Stellent Viewer)
Allows users to preview documents from within PerfectLaw without the need to open the file type application separately... Read More
Front Office Add-Ons
Paperless Workflow®
Route documents after scanning, secure document images with read/write permissions before scanning begins and automate notifications of document scan errors... Read More
Optical Character Recognition (OCR) Processing
Allows you to use the latest technology in Optical Character Recognition (OCR), to identify text in both TIF and PDF files... Read More
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... Read More
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... Read More
Outlook E-mail Integration
Work from within Outlook with drag-and-drop integration and complete case management controls... Read More
Outlook Add-ins for Appointments & Contacts
Look up and add matter codes to Outlook appointments and tasks... Read More
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... Read More
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... Read More
Matter Intake Workflow
Move intake forms instantly between support staff, conflicts, approving attorneys, records management and billing, without any paper handling or email... Read More
Records Management (Hierarchy/Bar Code)
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... Read More
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 ... Read More

Tania was extremely helpful in pinpointing the issue and resolving it quickly.

Joseph, Fairfax, VA