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
Financial Features
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.
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Record invoices from vendors as they come in.
Cut one check per vendor for approved invoices or individual checks for each invoice if you wish. Perfect Practice® handles payables for operating, cost advance and trust accounts. You can even send an invoice for billing before you cut the check. Automatic entry of recurring items such as rent, lease payments, etc.
- Invoice Consolidation
- Operating, Cost Advance or Trust Invoices
- Recurring Expenses
- Automatic but flexible General Ledger allocations
- Unlimited Matter allocations
See who hasn’t paid!
Open item accounting with individual receivable detail by client, by matter, by aging days, by minimum amount to show or any combination of these options. Select your own criteria. Complete billing/payment history also available by client or matter.
- Interest on overdue balances
- Reminder statements on overdue balances
- Report by Aging
- Report by Client
- Report by Matter
- Report by Responsible Staff Member
- Numerous Reports and Graphs for Executive Overview
The Bank Reconciliation that can’t be cheated!
Reconcile an unlimited number of cash accounts. First you mark the cleared checks and deposits so you and the bank agree. Then, the system cross checks against the Book Balance and the General Ledger account balance. When everything agrees, you are reconciled.
- Easily reconcile cash accounts with bank statements
- Reconcile trust account balances with both client/matter ledgers and bank statements
- Sort items by date, amount or check/reference number
- Automatically generate reports detailing cleared or uncleared items
- Security allows users to reconcile reports without granting access to change data or breach confidentiality
Bill or E-Bill by client, by matter or by batch.
Accommodates flat fee, hourly or contingency fees and cost advances. Flexible billing formats allow you to match the look and feel of the bill to the client. Alternate billing addresses allow distribution of bills to all recipients designated by the client. Not only do we track the time, but a library of standard reports gives productivity by staff member, client or matter. Best of all, if you need a custom bill or report, we use Crystal Reports® report writer. If you have special requirements we can handle it.
- Create unlimited numbers of custom formats based on your preferences as to which elements are to appear on the invoice
- Generate bills or prebills on demand
- Bill by client/matter, responsible producer, type of law or by billing cycle
- Create reusable batches for billing multiple matters with no other common factor
- Edit prebills on screen or provide paper prebills to attorneys for edit
- Track “actual” versus “bill as” values for time and dollars recorded
- Choose who can access/modify bill data
- Allows for paper, PDF/email or electronic billing
- Accommodates LEDES and other pre-defined billing codes and formats
- One click allows you to hold a single transaction or an entire invoice for billing at a later date
- Write-up/Write-off feature allows you to adjust fee transaction values
- Courtesy discounts allow you to show discounts on the invoice, which are then allocated on a pro rata basis among all producers on the invoice
- Contingency, flat-fee and task-based billing is fully supported and integrated with Perfect Practice® Case Management
- You have the option to include or exclude expenses for which checks have not yet been issued
- We accommodate taxable transactions for multiple taxing jurisdictions, including Canadian
Where did all the money go?
Don’t get caught short, budget by month or by year. See how you’re really doing versus your forecast. You can also have custom processes to budget by fee approval or phase of a project or case.
- Budget selected accounts
- Budget Income, Expense or Capital Investment
- Annual amount split by month or individual monthly budget
- Actual vs. Budget for any time frame
Tired of paper Check Requests?
Check-writer allows for electronic check requests by authorized staff members. Not only that, but our electronic signatures can do away with writer’s cramp! Request and Print Operating checks, Cost Advance Checks and Trust Checks, all from the same program. Review all check requests in the queue and approve the ones you wish to authorize. If a trusted employee is printing the checks, you can have the checks digitally signed, based on the checking account, dollar amount, vendor and even the time of day. Simply use the check-writer to write your checks and your client/matter ledgers are updated with cost advances, your General Ledger is updated with the accounting entries, your Bank Reconciliation is ready to go and of course, the physical check is printed.
- You choose who can initiate a check request electronically
- You choose who can create or edit payees (vendors)
- Standard reports allow you to view pending check requests
- You can grant different levels of access to view or edit requests, view or edit G/L allocations, client/matter allocations, and amounts
- Choose who has authority/permission to approve and/or print checks
- You have the option to automate check signing by account, amount or time period.
- One function does it all!
Designed like an Accountant’s Client Writeup system, virtually no data entry required.
This sophisticated General Ledger allows you to break down Income and Expenses into unlimited accounts. Best of all, once you configure your system, the Perfect Practice® suite of programs, automatically make the appropriate entries. At the end of the year, send the standard reports a CPA would expect to your financial expert, or do everything in-house. Working Trial Balance, Income Statement, Comparative Income Statement, General Ledger Detail, Journal Detail and many more!
- Accommodates cash basis, modified cash or full accrual accounting at all levels
- Easily clone a chart of accounts to permit creation of multiple divisions or departments. Reports can consolidate multiple divisions or departments or be filtered for single unit reporting
- Permits as many as five characters for any division, department, account or sub-account element
- Chart of accounts can be easily modified to adapt as your practice grows or evolves
- Standard reports on demand include balance sheet, (comparative) income statement, supporting statements and working trial balance. You define the period (date range) and filter (select) the range of accounts to be included
Receipts are the life blood of your practice or business!
They determine compensation, tax liability and cash flow, make sure you get it right. Our open item accounting gives you the power to make sure each receipt is applied in the correct manner to the correct billed category. Your receipt audit report is your bank deposit slip. Checks and balances are built it.
- Auto allocate or manually allocate receipts
- Automatic General Ledger allocations by user defined rules
- Manual General Ledger allocations if needed
- Extensive audit trails
- Handle walk-in’s or miscellaneous receipts with our Cash-In-Hand feature
- Targeted Write-offs allocated the way you want
- Over 40 years of every imaginable collection report, by firm, by client, by matter or by staff member
Perfect Practice® reports have been built on over 40 years of customer input, requests and guidance. To date we have over 120 standard reports included with each installation.
All of our standard reports can be exported to a variety of formats to fit any requirement you may have.
- Supports Crystal Reports®
- Jasper Reports
- Quick Reports if you wish
- Reports menu
- 120+ standard reports, each with many selection criteria
- If you have it in the data base, you can report on it. If you don’t, ADD IT.
- Export to a variety of other formats
- Add your custom report to the reports menu
- Connect with other ODBC report writers, such as Microsoft Access®
Contingency firms, are you tired of scrambling to see exactly how much an offer will net your client?
Plug the offer into the Perfect Practice® settlement model and see the net due EVERYONE, with the click of a button. Keeps the last offer for each case and updates as additional costs are incurred. Then you can not only print the settlement statement, but also prepare the checks!
- Prepare Settlement statements
- Set the fee percentage for each case
- Use or Edit specific settlement language for each case
- Prepare Settlement checks with the click of a button
- Tracks Liens and Letters of Protection
- Tracks Outstanding cost advances
- Handles referring attorney fees
- Allows for late cost hold back
- Summary of costs or itemized by code
- Keeps last offer for each case
- Flexible settlement statement can be customized to your needs
Enter time through Case Management, Financials or your phone!
Our automated work flow can automatically create fee and cost entries when appropriate, based on the client’s fee schedule. Import fees or costs from vendors or third party programs.
- Easily record billable or non-billable time entries
- Rapid entry mode and Retain screen mode
- Accept or over-ride established default values for particular clients, matters, or types of transactions
- “Actual” versus “Bill As” allows you to track both the actual time and producer as well as adjustments made prior to billing (length of time, value assigned, or even the producer) – Meet client requirements for billing protocols while preserving records of the actual investment of time and dollars
- Take advantage of short-cuts (pre-programmed phrases or words) to save time and minimize misspellings
- Configure your system to meet the specific rules for electronic billing or client protocols, such as LEDES or UTBMS
- Phase and task codes can be set to only show those specified by client
- Audit trails record all changes to recorded entries
- Automatic Timer
- Multiple time screens simultaneously
- Spell Check (Legal dictionary, Medical dictionary, foreign languages). Create your own dictionary
- Built in Thesaurus
- Hourly, flat fee or contingency
- No Mouse Required for data entry!
Our powerful trust system handles an unlimited number of trust accounts for each matter.
The detailed transactions and balances are available as of any date for open AND closed matters! You can request trust checks via the Accounts Payable module as well as Check Writer. Automatic integration with your General Ledger AND Bank Reconciliation minimize the potential for errors. Satisfy your Bar’s requirements, reconcile Matter balances, General Ledger balances and the Bank Reconciliation.
- Manage client funds by bank account, by client, or by matter
- Manage single or multiple trust accounts for any client or matter
- Easily generate client and matter ledgers on demand
- System tracks current balances not only by client/matter but also by bank account
- Audit trails alert the user when a disbursement request exceeds the available balance held in trust
Empowering Legal Professionals Across Practice Areas
Perfect Practice is trusted by law firms and legal departments nationwide for our commitment to delivering efficient, secure, and user-friendly solutions. Our platform’s flexibility and specialization make it ideal for firms of all sizes, enabling you to focus on what matters most: delivering excellent legal service to your clients. Discover how Perfect Practice can transform your firm’s operations.
Improved Productivity
Streamline daily operations, saving time and reducing manual work.
Enhanced Client Communication
Keep clients informed with secure, accessible updates.
Increased Profitability
Consolidate software into a single suite for less time training and updating, and only one license fee.
Scalability
Grow your firm with a platform designed to scale as your needs evolve.
Modern Data Security
Rest assured knowing that client data is protected with the latest encryption technologies.
Used By Law Firms & Legal Practices Around The Country
From personal injury attorneys to corporate law firms, our legal software solutions are tailored to meet the diverse needs of legal professionals across various practice areas. But just don’t take our word for it, listen to what our users have to say!
Our practice is now built on and around Perfect Practice. We have gradually added more and more efficiencies to our practice through features in Perfect Practice and continue to do so.
Our attorneys at Kirsh & Kirsh, P.C., have used Perfect Practice for over 25 years, through many upgrades. Perfect Practice provides us incredibly strong and easy to use tools for scheduling, case management, document preparation, trust accounting, etc.
We chose Perfect Practice because our old system was outdated and not compatible moving forward. Perfect Practice proved to be a stable option that allowed for customized forms and questionnaires to help our case management practices.
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.