Tailored Solutions for Any Practice Area
In the legal profession, each practice area has unique demands, and meeting those requires a solution designed with precision. Perfect Practice offers a specialized suite of tools tailored for General Law, Collections Rights, and many other sectors. With features like secure document management, intuitive case tracking, and integrated communication tools, our platform enables you to manage your caseload effectively, stay compliant, and provide the highest level of service to your clients and stakeholders.
Whether you’re handling complex litigation, navigating governmental regulations, or managing debtor accounts, Perfect Practice provides the resources you need to simplify and optimize your practice.
Actual Clients – Screen Shots
Practice Areas
Perfect Practice is designed to meet the specific demands of different areas of law, providing targeted features and workflows that make managing cases and client relationships easier and more efficient. We understand that every practice area has unique challenges, and our tailored solutions give your team the tools to overcome those challenges, optimize performance, and drive client satisfaction. No matter what practice area you focus on, Perfect Practice offers comprehensive support to ensure that your firm can operate seamlessly, no matter the complexity of your caseload.
CLICK ON THE PLUS OR MINUS SIGN TO EXPAND OR CONTRACT – HOVER ON SLIDE TO PAUSE
Perfect Practice is unique in that existing screens can be added to any case unless specifically restricted to a particular case type. The screens shown here could be used for any case type. Rather than bore you seeing the same screens multiple times, we’re showing you the commonly used screens here. You may see them named in some of the section panel pictures, but we won’t show them again unless they’re significant for a particular area of law!
POTENTIAL CLENT
This screen is typically used for intake of potential clients that may call in. It’s very common in Personal Injury, Worker’s Compensation and other consumer practices. It would not normally be appropriate for a Creditor Foreclosure, Eviction or Bankruptcy. These cases are typically imported via electronic interfaces, from the banks. It could however, be added to any case should it be appropriate.
CHECK REQUESTS
As you will hear again & again, Perfect Practice is a fully integrated system. This screen allow the user to request a check from the accounting department. It will appear in a list of outstanding requests awaiting appoval & printing.
EVERY ONE INVOLVED!
This is a screen you’ll see again & again. We didn’t miss deleting it, but the types of entities “tagged” to the case will vary by case type.
TO-DO’S
This is a list of transactions. You’ll see Time & Costs, Notes, To-Do’s, Appointments & others. Once again, these are specific by case types so you’ll probably see these several times.
The “Adoption template” was created by Steven Kirsh, out of Indianapolis, Indiana and has been refined during the more than 20 years his firm has used Perfect Practice®. Steve has over 30 years of experience as an adoption attorney and is a past president of the American Academy of Adoption Attorneys. He handles adoptions throughout Indiana, including interstate adoptions. The template comes with all the screens and WordPerfect documents he uses in his day to day practice. Steve has generously agreed to share his setup and documents with Academy members.
MAIN SCREEN
This is how the default screen looks when you first log into Perfect Practice. On a computer you could simply scroll down to see additional information. The next slide shows the entire part of the entry screen without the standard case stuff.
ADOPTION SCREEN
This is all the fields on the Main screen for Adoption cases
DOCUMENT DATA
This shows additional information used for document merging.
SETUP CHECKLIST
This is simply a checklist to ensure the staff has done everything necessary to have the case setup properly
UPDATE INSTRUCTIONS
BIRTH MOTHER
EVERY ONE INVOLVED!
Each of these party type can have questionnaires of their own. You already saw this in the Birth Mother Slide. I’ll give another example in the next slide.
ADOPTON COURT
Personal Injury actually includes a wide variety of case types. These include Auto Accidents, Dog Bites, Slip & Fall as well as many more. Most of these have some data that is needed to process a case. We provide a standard set of commonly needed information in a series of screens we call section panels. This is a great way of organizing data so you can change your mind at any time. Any piece of information can be displayed on any section panel without changing the data. You also have alias fields, you want the same piece of information displayed on multiple screens? No problem, it’s all really the same field. Where can you get all the information you want to track displayed how you want to see it with no programming? Perfect Practice!
PERSONAL INJURY – MAIN SCREEN
The section panels in green contain data. The ones in red are blank. Let’s take a look at these section panels to see what data they track.
POTENTIAL CLIENT
This panel is to gather information from calls requesting information on representation. It can be added to any type of potential cases.
CASE HIGHLIGHTS
Certain information you want at your fingertips. Don’t forget, you can add additional information to this screen in a few seconds!
INCIDENT DETAILS
All facts as to the actual incident.
INJURY INFORMATION
All the details regarding the actual injuries. Don’t forget, you can add as many fields as you want!
PERSONAL & EMPLOYMENT INFORMATION
Add as many fields as you need or move fields from different screens
LITIGATION
This screen is available for all areas of law
WITNESS LIST
We accommodate up to 10 witnesses on this page. If you need more, you can add to the screen or simply relate additional witnesses to the case. They can all be merged into your documents
EVERY ONE INVOLVED!
There are a lot of different people & entities associated with this case. Here is a partial list of all the related folks! You’ll see their role in the system to the right of their ID. The related role tells what role they have in this specific case. This allows for intelligent document merging and conflict searches. Only the correct entities get letters & pleadings. Further down we have doctors. They could be clients, defendants, experts or a variety of other roles depending on the case.
You need to KNOW!
REMOTE CHECK REQUEST
Staff members an electronically request checks from the accounting department. The section panel is red as normally staff members fill out the request & save it. The rest is automatic. Remember, this is a fully intergraded system!
SETTLEMENT MODEL SETUP SCREEN
The setup screen maintains the parameters you’ve chosen & displays information from Case Management, such as Liens & Letters of Protection. It also displays information from the Financials such as the costs to date. To evaluate an offer, just put in the offered amount and press the calculate button on the left. It will immediately display the Total Costs incurred on the file, the Liens & Letters of Protection, the hold back for late arriving costs, the amount a referring attorney will receive, the amount the client will receive and the amount your firm will receive. You can change the percentages and settlement amount as often as needed. When you’re happy with the settlement, press the generate checks button & trust check requests will be sent to accounting for everyone’s distribution.
SETTLEMENT STATEMENT
COSTS DETAIL
If you’ve selected the options to include a cost detail, that will be printed with the statement. You also have the option to separate the costs by cost code.
Bankruptcy is quite often associated with Foreclosure cases as are Evictions. We offer screens to capture all the information needed for any chapter of Bankruptcy. The below case is a typical example. Normally a Bankruptcy would be for a particular Chapter. These can be tracked as separate cases as the banks tend to do, or simply have the bankruptcy questionnaire attached to a different case type. Collection cases also turn into Bankruptcy on a regular basis.
MAIN SCREEN
As you can see, the screen is too big to fit into the slide. In the application, you could simply scroll down to see more of the screen. For our side show, I’ll have to break it into parts.
BANKRUPTCY SCREEN – PART 1
BANKRUPTCY SCREEN – PART 2
The next screens will show the steps in a Chapter 13, 11 & 7. Each screen is in two parts.
CHAPTER 13 SCREEN – PART 1
CHAPTER 13 SCREEN – PART 2
CHAPTER 11 SCREEN – PART 1
CHAPTER 11 SCREEN – PART 2
CHAPTER 7 SCREEN – PART 1
CHAPTER 7 SCREEN – PART 2
PROOF OF CLAIM
EVERY ONE INVOLVED!
As always, the persons or entities involved in the case are always at your fingertips
The Collections package is much more than just a template! It can automatically recalculate the interest due on a daily basis. Forget to enter a payment? No problem, the interest calculation will automatically adjust the interest and payment history. Need a Demand Letter? Select it from DocuTrac® and get a perfect letter every time. Handles hourly, contingency and even sliding scale percentage scenarios.
Best of all, it tracks and prepares (if you wish) checks for both you and your client if you’re doing commercial collections in a “Remit Net to Client” arrangement. If your agreement calls for remitting the entire check to the client, we track your share as a receivable. Below is a basic screen. To see more, call and schedule an on-line demonstration.
COLLECTIONS MAIN SCREEN
Perfect Practice’s Collection module is much more than just data entry screens. Standard functions have already been programmed into the system. This is the standard Collections screen. At the very top, you’ll see several “Smart” fields. These aren’t just data entry screens, they actually do things!
The first “Smart” field is the Calculate Interest button. Sure, you can calculate interest on a file at any time you want. But, most Collections sites have an automated nightly task that does this for them. The ledger Statement button is also a “Smart: field. It calls standard report to provide to your client, the debtor or the court as needed.
Compound Interest? Sure we can do it, but most states don’t allow it. Some do & South Carolina has codified it into state law.
The last line also contains “Smart” fields. When these fields are filled in, Perfect Practice automatically initializes information behind the scenes.
PRE-JUDGMENT
Of course you need some basic information before interest calculations can start. More “Smart” buttons! The “Initialize Pre Judgment Interest” button gives the system a starting point. Once initialized, the interest will automatically be calculated each night. The clear buttons at the bottom are usually not necessary. However if you inadvertently entered incorrect data, you can set it up correctly
POST JUDGMENT
You can actually start with this screen if a judgment has already been awarded. “Initialize Post Judgment ” button will automatically take care of the Pre-Judgment items.
CLIENT SETTINGS
Prior to entering any payments received, you need to set the parameters for a new client. This client has agreed to pay us a percentage of any dollars recovered. A billing matter is only required if you are remitting the entire check to the client. A receivable will be created for your share. There are 3 types of payment allocations. I=Interest, P=principal & N=neither. The order you choose from the dropdown will dictate how payments will be applied
DEBTOR INFORMATION
Here’s the debtor information we capture by default. Of course you can add as many fields as you wish!
PAYMENT PLANS
You can have up to 3 different payment plans per file. Run a report & you’ll get a list of everyone late!
Perfect Practice offers significant benefits to criminal attorneys, including improved efficiency and better organization. Automate tasks, manage documents, track deadlines, and so much more!
MAIN SCREEN
CRIMINAL SCREEN
You can add as many fields as you want! Perfect Practice is also a fully integrated system. Enter data once!
CRIMINAL SCREEN 2
This is an example of a simple case screen.
APPOINTMENTS
All the appointments for the case are displayed in one place. Of course using the calendar feature, you can also see all of your or your work group’s appointments.
FEES & COSTS
The entries in purple have already been billed
EVERY ONE INVOLVED!
An unlimited number of persons or entities can be linked to the case. The far right shows their basic role in the database. The far left shows their specific role in this case.
THAT CONCLUDES THE SLIDE PRESENTATION
Streamline the creation of estate plans and document generation. Enhance communication with your clients using our portal, improve organization, increase efficiency, and boost accuracy with our scalable solution. Never miss a deadline, tickle your annual follow-ups. Track your time and create an invoice in minutes with our fully integrated Financials. Create wills, POAs and any other document needed in seconds with our document assembly, DocuTrac©.
MAIN SCREEN
This screen is very long. There are five screen shots to show the entire screen. The reason for this is simplicity. You could configure the screen so each of the involved parties have their own card. This method would allow unlimited parties, each related to one another. It is a little more involved that just filling out one screen. Then again, if you plan on doing the estate planning, on-going updates and the probate, this could be easier in the long run. Perfect Practice lets you have it your way!
ESTATE PLANNING (PAGE 1)
This part’s pretty straight forward.
ESTATE PLANNING (PAGE 2)
Now starts the repetitive stuff. This example accommodates up to 3 children & their families. Using the party card method gives you unlimited children & families, but you can’t see all the information on one screen.
ESTATE PLANNING (PAGE 3)
Of course if you see a better way to do it, have at it. It’s your system!
ESTATE PLANNING (PAGE 4)
It won’t appear this way in the program, it will be one continuous page you scroll down. We’ve done it this way so you can see all the fields in a reasonable size!
ESTATE PLANNING (PAGE 5)
As always, you can re-configure or add fields to this screen however you wish!
ASSETS
All of the assets follow the same format as displayed. Each of the screens have slightly different field names. You can add sections or fields at any time. Of course all of these fields can be merged into documents. The fields are much larger than they appear (2,000,000 characters/field)!
Start your workflows for Judicial or Non-Judicial with a click of a button! We provide configurable timelines for all 50 states and the territories. Build your client fee and cost schedules to enable automatic time entries, and create your invoices from our integrated Financials system. Take it to the next level and upload your invoices via our IClear and New Invoice billing exports! We have integrations for SCRA/PACER searches, DMRS, Black Knight (ICE), Quandis, and so many more.
FORECLOSURE MAIN SCREEN
This is what you would see when pulling up a Foreclosure case. Our examples for Foreclosure are going to be for a Florida Judicial Foreclosure. As I’m sure you know the Judicial Foreclosures are much more complex than the non-judicial foreclosures. In comparison Non-Judicial Foreclosures are trivial in their requirements. After all we’re taking somone’s home away from them. Then again, they need to honor their commitments! That’s why the court is involved. Let’s take a look at the various data entry screens.
PROPERTY INFORMATION (PART 1)
It’s a little out of order in the section panels, but you can rearrange it if you wish. This is a long data entry form & we’ve broken it into two parts for ease of display. Once this information has been entered correctly, it is unlikely you’ll ever visit this screen again. The beautiful thing about entering data into a screen is that once it’s in, you don’t have to worry about it. Enter data once!
PROPERTY INFORMATION (PART 2)
I know it seems like a lot of data, but you’re going to need it for your documents anyway. Get it right the first time & you won’t need to worry about it again!
FLORIDA TIMELINE
This is a very sophisticated workflow model. Basically, on one screen you can review the progress of each case. To see how it operates by visiting the workflow section under Case Management features.
Link to Case Management Workflow Here
SERVICE INFORMATION
The next few screens allow our “Intelligent Document Production” feature to determine specific paragraphs that may be required in your documents.
ALL LOANS
Just remember, if you need to add, hide or remove fields, you don’t need a programmer.
You can do it yourself!
SALE
As you can see, there’s a lot of information you could load! If you want more or less, just edit your screens.
COSTS
Don’t forget to enter all your costs!
TITLE INFORMATION
As you can see, there’s a lot of information you could load! If you want more or less, just edit your screens.
REINSTATEMENT (PART 1)
There’s quite a bit of information required for a reinstatement. If you were running our program, you’d just scroll down to see the rest of the screen. Slides don’t do that so there’s a second slide.
REINSTATEMENT (PART 2)
EVERY ONE INVOLVED!
There’s no limit to how many entities can be tagged to a case. This is extremely valuable if you are foreclosing on a property with many defendants, such as an apartment building.
DEFENDANT MAIN SCREEN
This is how the defendant screen looks when you pull up a defendant card.
FORECLOSURE DEFENDANT (Page 1)
Yes, there’s a lot of data. Don’t panic! That’s why we have electronic interfaces. It’s a two way sync updating data between you and your lender. When they send you a new file, it can automatically populate all fields. There’s even a mapper to accommodate new pieces of data or changes.
Link to NetDirector
FORECLOSURE DEFENDANT (Page 2)
Now let’s look at a couple of the above screens. Only fill out the ones you need!
JUDGMENT
GRANTOR w/o SPOUSE
PERSONAL INFORMATION
COUNTY
Don’t forget, you can add new screens and even section panels to any type of entity where you need different information areas
Streamline complex processes, add additional screens for specialized situations, and generate documents in seconds. Never miss a deadline, tickle them on demand or with automation! Generate and submit accurate forms required for various immigration processes, track retainers, trust, and time. Create invoices in seconds with our integrated Financials. Run status reports on all cases by Attorneys or Paralegals.
IMMIGRATION – MAIN SCREEN
This is how the screen would look when you first choose a case.
BASIC IMMIGRATION INFORMATION
You can add as many fields as you need. Keep in mind, section panels allow you to track information that’s specific to a particular circumstance. Our next screen is an excellent example of how you can organize your data.
H1B (PAGE 1)
You still have all your different transaction types available. Notes, To Do’s, Time & Costs Emails, Documents & what ever else you need to track. By placing specific information in section panels, you can see at a glance which data has been entered. If it’s green it has data!
H1B (PAGE 2)
Additional screens for other specific Visa types can be added at any time. You can easily add them to the section panel!
Our platform streamlines case intake, automates billing and reporting, saving your team time while improving accuracy and accountability. With tools for document management, deadline tracking, and collaboration, you can manage complex caseloads efficiently and deliver results faster. Designed for defense firms and legal departments, our solution helps you meet expectations, exceed standards, and stay ahead in a demanding field.
INSURANCE DEFENSE MAIN SCREEN
We’ll take a look at two types of cases. The first type is the very simple one where only one insurance company is involved. This is what the first screen looks like.
INSURANCE DEFENSE SCREEN
This is the entire Insurance Defense Screen. As always, you can add as many additional fields as you want. You can also attach additional screens such as LITIGATION and WITNESS_LIST if you want. Of course the ultimate is to organize these screens using Section Panels.
EVERY ONE INVOLVED!
An unlimited number of parties & cases can be tagged to the cases. Very handy when large numbers of people are involved in a case.
TIME & COSTS
Typically defense firms bill their fees by tracking hourly time. Our timers are a great way to keep time on several cases at once. When you open a timer, it stays available when you start a new timer on a different case. Starting a new timer stops other active timers. You can resume on any of the timers whenever you choose!
TRANSACTION TYPES
As you can see, other equally important types of transactions can also be tracked. There are a total of 9 different types of transactions that can be repurposed how ever you wish. Another great feature is the ability to choose ALL. This can give you a chronological list of the total activity on a case, even emails.
MULTIPLE INSURANCE COMPANIES
The incident in this case was a dam breach, 2024-1001. There are also four different billing matters for the insurance companies sharing the exposure. For convenience we just added an A,B,C & D to the actual case. These will all be tagged to the main case.
SPLIT PERCENTAGES
In the financials view of Perfect Practice you can assign an unlimited number of cases to a percentage split. You can still enter case specific fees & costs directly to any of the sub-cases if they aren’t to be split. Any time or costs entered on the Main case will automatically be split based on the designated percentages. Each sub-matter can then be billed to the appropriate insurance company. We also handle subrogation cases & almost any thing else you can think of!
From case intake to trial prep, our intuitive platform helps you manage documents, deadlines, and discovery with speed and precision. Automate repetitive tasks, collaborate seamlessly with your team, and gain real-time insights to stay ahead of every case. Whether you’re in the courtroom or the office, our litigation software keeps you organized, efficient, and ready to win.
MAIN SCREEN
This is how the screen will probably look when you choose a case. The colored options change color when data is entered. Once there’s any data, they turn green. It’s an easy way to see if your staff is updating things and also can serve as a checklist depending on how you have things organized.
LITIGATION
Once a case goes into litigation, you’ve got new things to track, hearings, depositions, trials, etc. Perfect Practice workflow can help you stay ahead!
ISSUES
It’s interesting that in Perfect Practice you can attach any screen to any case! We’re just showing examples.
WITNESS LIST
Adding folks to the Witness List also adds them as a related party!
DEMANDS/OFFERS
Keeping a chronology of the offers & demands help keep things in focus, even for managers!
SETTLEMENT
MAIN SCREEN
This is what pulling up a Nursing Home case would look like on your screen.
NURSING HOME
This is the Nursing Home Screen. You can add as many fields as you need!
Nursing Home cases are another type of Personal Injury case. It has many of the same characteristics as the LITIGATION-GENERAL. A modification of the AUTO ACCIDENT screen might also be helpful. You can add any of these screens to your Nursing Home cases.
Product Liability cases are another type of Personal Injury case. It has many of the same characteristics as the LITIGATION-GENERAL. A modification of the AUTO ACCIDENT screen might also be helpful. You can add any of these screens to your Product Liability cases.
MAIN SCREEN
This is what pulling up a Product Liability case would look like on your screen.
PRODUCT LIABILITY
This is the Product Liability Screen. You can add as many fields as you need!
Our platform streamlines case tracking, automates SSA form preparation, manages deadlines, and keeps all client information organized in one secure, easy-to-use system. Whether you’re handling SSDI, SSI, or appeals, our tools help you move cases forward faster, reduce errors, and stay focused on advocating for your clients.
MAIN SCREEN
This is how the screen will appear when selecting a Social Security case.
SOCIAL SECURITY (PART 1)
This is a longer screen than can display in a slide. Of course in the program, you could simply scroll down!
SOCIAL SECURITY (PART 2)
Here’s the rest of the screen. Remember, you can add as many fields as you wish. No programmer is required!
EVERY ONE INVOLVED!
TIME & COSTS
APPOINTMENTS
All appointments for this case will display in this list. You can sort and/or filter them how ever you wish. Don’t forget, they will automatically sync to and from Outlook!
TO DO’S
Our filter has been set to show all To Do’s for this case, regardless of who they’re assigned to. This is how I like my To Do’s to look. Everything is under control!
Worker’s Compensation is about giving a quick way to see the facts of the case and merging documents. Each piece of data you need for your documents should be included on the screens. Of course the activity on the case is also a key piece of information. While you’ll see that we have many different types of transactions, 9 in total, we also can give you a chronological summary of ALL transaction types.
WORKER’S COMPENSATION – MAIN SCREEN
POTENTIAL CLIENT
You can add the Potential Client screen to any area of law.
WORKER’S COMPENSATION – MAIN SCREEN (PART 1)
WORKER’S COMPENSATION – MAIN SCREEN (PART 2)
EVERY ONE INVOLVED!
There are a lot of different people & entities associated with this case. Here is a partial list of all the related folks! You’ll see their role in the system to the right of their ID. The related role tells what role they have in this specific case. This allows for intelligent document merging and conflict searches. Only the correct entities get letters & pleadings. Further down we have doctors. They could be clients, defendants, experts or a variety of other roles depending on the case.
APPOINTMENTS
It’s important to remember, you can start entering transactions such as appointments and to-dos before you’ve finished designing your screens or prepared your documents for merging.
TO-DO’S
Your reminders can be FINISHED with a mouse click. You’ll only see the ones that haven’t been FINISHED or CANCELED.
TIME & COSTS
These entries are purple to show that they’ve already been billed.
ALL TRANSACTIONS
We wanted you to several different transaction types so you would appreciate the power of this feature. Want to see a complete chronological list of everything that’s happened on a case? Just select the ALL option. Of course you also sort by any other field and filter for particular types of activity codes.
Ready to Transform Your Firm?
Get in touch with our team to learn more about how Perfect Practice can support your specific area of law. Whether you’re interested in seeing our software in action or need guidance on the best tools for your practice, we’re here to help. Let us show you how Perfect Practice can streamline your operations and empower your firm to succeed.