Standard Reports Included

Perfect Practice is installed with almost 200 reports standard, combined with the functionality to create any type of custom report a client needs.   A small sampling of the standard reports included with Perfect Practice.   Accounts Payable Aging Matters Opened or Closed AP Invoice Aging AP Invoice History A/R Aging by Working Producer Accounts Receivable Aging Outstanding Receivables WIP & A/R Summary Bank Reconciliation GL Exceptions Reconcile Accounts Client Bill & Payment History Client Billable Summary Client Financial Status Clients Ranked by Billable Fees Clients Ranked by WIP Balances Area of Law Billable Summary Billing Summary by Working Producer [...]

Customizing Case Management with Questionnaires

Perfect Practice Case Management has been designed from the beginning as a user customizable solution. One of the many ways that a user (with appropriate permissions) can customize Perfect Practice to their unique requirements is via “Questionnaires”. A questionnaire within Perfect Practice is essentially a blank canvas that the user can add, create and modify fields within the practice management solution. This functionality empowers our customers to customize Perfect Practice to their unique needs without the need of a programmer. Although in some cases with a complex requirement (calculating interest as an example) a client may require a Perfect Practice [...]

Using Images within Case Management

Perfect Practice Case Management has the capability to interface and store images with case files. It can be helpful to scan in important documents or photographs that could possibly get abused or misplaced in a paper file directly into Perfect Practice. After an image has been scanned and linked to Perfect Practice, the document or photograph can be accessed very easily from a case or party for viewing and printing. The Images Tab is located on the Entities screen. Prior to linking images in Perfect Practice they must be saved as JPG or TIF formatted files. The least efficient way [...]

Case Management Outlook Sync

The Perfect Practice Case Management Solution includes a program called “Perfect Practice Auto Sync” (PP Auto Sync) . This program aids our clients by syncing the Perfect Practice Calendar, Contacts and Tasks to Microsoft Outlook at the user level. PP auto sync can be started by double clicking the program on your workstation. This is normally found by navigating to C:\Program Files\ADC Legal Systems Inc.\Adcpp2\PerfPrac\Bin\ppAutoSynch.exe, Double click on ppautosync.exe. This will start the auto sync program. Once PP auto sync is running, it'll be in your open programs list in your system tray. Right click on the ppautosync icon and [...]

DocuTrac: Automated Document Assembly

The Perfect Practice DocuTrac module is used to merge documents from data fields within Perfect Practice. Unless your installation has pre-loaded template(s) from Perfect Practice, your system will come with 4 documents, 2 for Microsoft Word and 2 for Word Perfect. Simply double click on the document you wish to merge. Once selected, the document will appear in the Documents Selected list. If the auto merge feature has been turned on, the document will start to merge. If not, you must click on the merge documents button. Each user will be prompted to select the Preparer, when they select the [...]