PERFECT Legal Software
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PERFECT Legal Software
KEY FEATURES   HARDWARE SPECS   PERFECT BALANCE ACCOUNTING   CLIENT MANAGEMENT
KEY FEATURES TO IMPROVE YOUR PRACTICE

The most important aspect of any accounting management solution is that it saves you time and adds profit to your bottom line. PERFECT Balance 2004 provides a high degree of automation throughout your practice, so the quality and consistency of your firm's output improves, the level of billings for each member of your staff rises and your productivity increases. We also recognise that every legal practice is different, so we provide the options you need to configure the software to work as you require.

CLIENT AND MATTER MANAGEMENT
  • Integrated ledgers for trusts, debtors, disbursements & WIP
  • View all financial data at a glance
  • Prints file cover sheets through LEAP Documents
  • Integration with document folders and task management through LEAP Documents
  • Critical date management for matter tracking through LEAP Documents
  • Instant ledger card and account balances
TIME AND ITEM BILLING
  • Online timesheet entry
  • Automatic timer with pause
  • Multiple rates and fixed scale items
  • Compares to budgets for fee earners
  • Flexible drill-down into timesheets
USER FRIENDLY INTERFACE
  • A new quick and easy-to-use interface
  • Multi-window capabilities i.e. more than one matter open or even more than one transaction open at the same time
  • Easy-to-remember keyboard shortcuts
  • Total client management from one screen
CLIENT BILLING
  • Complete integrated billing process
  • Create bills in Microsoft Word, allowing multiple billing formats and significant flexibility
  • Combines time and disbursements on bill
  • Integrate Trust and disbursements with billing
  • Easy to create and include new entries
  • All searches and property inquiries ordered through LEAP Disbursement Management automatically recorded as cost recoveries
MANAGEMENT REPORTING
  • In-depth analysis of fees billed
  • Breakdown by matter type, solicitor, branch
  • Profit & Loss, Balance Sheet through integrated General Ledger
  • Aged receivables/debtors
  • Fee write-offs
  • Microsoft SQL Server database: faster, more robust and much greater reporting capabilities than most other systems currently available
DEBTORS LEDGER
  • Invoice and receipt reporting
  • Statements for overdue accounts
  • Fully integrated with General Ledger
  • One step payment of invoices from trust
TRUST ACCOUNTING
  • Prints cheques and receipts with layout options
  • On-screen easy bank reconciliation
  • Prevents overdrawn matters through authorisations
  • Automatic cheque clearance
  • Transit Register
DISBURSEMENTS LEDGER
  • Auto cheque printing
  • Allow for anticipated disbursements and supplier payments
  • Non-cash disbursement recovery
  • Integrate with General Ledger and Debtors
  • Update matter ledger card instantly
  • Bank reconciliations can be closed at any time without losing information; when reopened the marked transactions will still appear
GST TRACKING THROUGH INTEGRATED GENERAL LEDGER
  • Tracks GST on trust payments
  • Tracks ABN on supplier invoice
  • Assists with producing BAS
  • Supports cash or accrual BAS
INTEGRATED GENERAL LEDGER
  • Profit & Loss and Balance sheet
  • Supports cash or accrual accounting
  • Supports multiple divisions
  • Allows multiple companies
  • Payroll management
  • Superannuation reporting
CONTROLLED MONIES/TRUST INVESTMENTS
  • Store investment details, dates, rates and financial institutions
  • Investment ledgers and reports for all matters
  • Auditing standards compliance
  • Funds can be transferred between trust and office in a simple automated process
SUPPLIERS
  • Track outstanding invoices
  • Simple cheque and remittance generation
SYSTEM ADMINISTRATION
  • Complete configurable password/security system
  • Support multiple company data files
OPTIONAL EXTRA

LEAP DOCUMENTS
  • Client and matter information only entered once but seen in both systems
  • View the trust, time and debtor balances whilst in LEAP Documents
  • Time and Cost Recoveries entered into LEAP Documents automatically sent to PERFECT Balance
  • Records all disbursements ordered through LEAP Disbursement Management eg title searches, pest and building reports, surveys etc and automatically sends this information to PERFECT Balance