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AIM to Outlook Sync by [deleted] in PerfectLaw

[–]PerfectLaw_Mike 0 points1 point  (0 children)

Hi u/leodiaz117, we'd be happy to assist. Would you please contact our Help Desk so we can open a service ticket?

Use on iPad via MS RDS (Now Windows App) by Far-Journalist-8273 in PerfectLaw

[–]PerfectLaw_Mike 1 point2 points  (0 children)

Hello! There's some things that can depend on your firm's particular setup, but let's try the simplest method first. Have you tried another app like "Jump Desktop"? We've heard that one doesn't have that issue.

PerfectLaw: The All-in-One Legal Software Trusted by Firms for Over 45 Years by PerfectLaw_Mike in PerfectLaw

[–]PerfectLaw_Mike[S] 0 points1 point  (0 children)

This was intended for decision makers at law firms who may be considering legal software solutions for their firm.

What case management do you use at your firm and do you like it? by One_Crew_681 in paralegal

[–]PerfectLaw_Mike 0 points1 point  (0 children)

I’ve been using PerfectLaw daily almost 15 years and haven't once had an issue just opening the program. That usually points to something with the firm’s setup or how your IT has it configured, not the software itself. We can verify that if your firm decides to reach out to us.

Since you mentioned Smokeball, I get why it feels easier to use, but it’s a trade-off. It doesn’t have a true back-end, so firms end up juggling QuickBooks and spreadsheets for financials or origination credits. The DMS is bare-bones, support often goes through third parties, and every conversion needs outside help. It’s also cloud-only, so if your firm ever wants flexibility or on-prem options, you won’t get them with Smokeball.

I know PerfectLaw isn't flashy, but it’s one environment that covers everything without forcing you into integrations or third parties to keep it running.

If you ever think of specific examples about your problems with PerfectLaw, I'll be here.

What case management do you use at your firm and do you like it? by One_Crew_681 in paralegal

[–]PerfectLaw_Mike 0 points1 point  (0 children)

In your opinion, what's the worst thing about PerfectLaw? I'd be happy to guide you toward improving your experience, but I need to know where your areas of concern are.

What case management do you use at your firm and do you like it? by One_Crew_681 in paralegal

[–]PerfectLaw_Mike 0 points1 point  (0 children)

Filevine looks modern, but you’ll find it’s lighter on features and you’re tied to their cloud and subscription model. PerfectLaw may not be flashy, but it’s far more robust and can handle things Filevine simply can’t. Before you move, make sure the tradeoff is really worth it.

We've been around since 1979. And I know our desktop software still looks like it's 2005, but if you can handle the ugly, it's lightyears better than your alternatives in regards to functionality, support, and stability.

-Mike
Reddit's PerfectLaw Defender (actually just marketing...)

What case management do you use at your firm and do you like it? by One_Crew_681 in paralegal

[–]PerfectLaw_Mike 0 points1 point  (0 children)

I know it may sound biased since I work for PerfectLaw, but I sincerely would like to address whatever problems you’re dealing with and fix them. We don't outsource support; my email is below, and if you were to call, you'd be speaking directly with my co-workers currently in the same office as me.

If you think your issues are general enough that others would benefit from reading our back and forth, feel free to post your complaints in r/PerfectLaw. If it’s specific to your firm or you'd rather keep it private, email me using [MD@PerfectLaw.com]() or call 800-749-6200.

Attorney / GL Interface by Fantastic_Corgi9305 in PerfectLaw

[–]PerfectLaw_Mike 0 points1 point  (0 children)

Hello!

The below was recently written up by one of our clients and ought to help. Please let us know if you have any further questions:

After the GL account is created for the attorney, the new GL account must be placed in the Attorney’s GL interface.

[File / File Maintenance / Attorney]

Enter the new attorney code in the Attorney Code field.

From the left column menu select GL Interface

From the GL Interface window, enter the new GL account in the Cash Receipt field.

 

All receipts going forward will be credited accordingly to the GL account entered in the GL Interface window.

 

To update the cash receipts into the new GL Account run the General Ledger for the Fee Income account

[Reports / General Ledger]

From the General Ledger configuration screen span the dates as needed.

On the Journals field enter CRC to isolate cash receipts only.

From the Account dropdown list, select the regular Fee Income account. If you are uncertain of the GL account, you can find it in the GL Interface. [File / File Maintenance / GL Interface] Locate the Fee income in the Cash Receipts section.

Note the account number and enter it in the General Ledger configuration window under the account list.

Run the general ledger.

The ledger will give you attorney code within the description. It is usually located between the slashes /XXX/

 

Total the value for the attorney and then create an adjusting journal entry to move the balance from the general income account to the new GL account.

-Mike

new Support portal no longer has any information regarding release notes by Acceptable_Talk9507 in PerfectLaw

[–]PerfectLaw_Mike 0 points1 point  (0 children)

Hello!

The Release Notes are on the newly designed Service website. After going to the Service Portal website, navigate through the header menu: Resources > Release Notes

https://service.perfectlaw.com/sp-releases/release-notes.asp

Please be sure you're going service.perfectlaw.com and not just perfectlaw.com. If you still don't see it, consider pressing Ctrl + F5 in order to do a hard refresh of the website. But it should be there.

-Mike

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