PerfectLaw

Create matter in PerfectLaw Matter Manager.

Index discovery documents via Paperless Office OCR.

Assign tasks via AIM based on court deadlines.

Track attorney time directly against specific matter phases.

Generate trial bundles using iCreate.

Client submits info via web form.

Data flows into PerfectLaw intake module.

Automatic Conflict Search triggers across global database.

Partner reviews conflict report and approves intake.

Matter is automatically created and engagement letter generated.

Record trust deposit in the Legal Ledger.

Link deposit to the specific Client/Matter ID.

Generate trust statements for the client.

Perform automated three-way reconciliation between bank, ledger, and client records.

Audit trail preserved for bar association review.

Attorney logs in via secure remote portal.

Accesses full matter file including emails and PDFs.

Uses 'Snap-and-Send' feature to upload scanned documents via mobile.

Records billable time in real-time on mobile device.

Submits time sheet for approval via digital workflow.

Select jurisdiction-specific ruleset.

Enter trigger date (e.g., date of service).

System automatically calculates all associated filing deadlines.

Deadlines are pushed to Outlook calendars of the legal team.

AIM sends reminders 48 hours before each deadline.

Attorney enters time with UTBMS task codes.

System validates entries against client-specific billing rules.

Generate LEDES 1998B or 1998BI files.

Upload files to client third-party billing portal.

Track payment status within the PerfectLaw AR module.

Access Executive Dashboard.

Filter by attorney, department, or matter type.

Compare 'Hours Worked' vs 'Hours Billed' vs 'Cash Collected'.

Identify bottlenecks in the billing cycle.

Export performance reports for quarterly reviews.