Total Practice Management
It’s not just about storing data or creating reports. It’s understanding and optimizing your firm’s workflow to create the most streamlined operation.

Rapid Deployment and Total Configurability
As your requirements, clients and regulatory environments change, Perfect Practice is the platform that allows you to rapidly adapt to changes, bridge information gaps and taking advantage or new opportunities.

Server & Cloud based
Access your system anywhere, real time.

  • Import/export of cases and data

  • Mobile Access

  • Unlimited smart data fields

  • Checklists, drop downs and SQL integration

  • Out of tolerance reporting and alerts

  • Workflow launch from any entry

  • Launch email from within cases

  • Complex assembly with conditional statements

  • Mass merge with client specific rules

  • Merge into fillable PDFs

  • Launch workflow, deadlines billing and check requests

  • Easy access to documents and email from a case

  • E-mail bills directly to clients

  • Flat fee/hourly/contingent billing

  • Flexible client fee schedules

  • Auto check request/time entries from case workflow

  • Net Director/New Invoice/LEDES/etc

  • Unlimited trust accounts

  • Extensive reporting plus create your own

For Now and Down the Road

As business cycles change and new opportunities arise, Perfect Practice® is the foundation you can rely upon in the future. Backed by 30+ years of experience, we’ve got you covered.

  • Affordable and scalable

  • Cloud and Server based systems

  • Flexible plans for license or subscription

  • Professional US based operations and customer support