Perfect Practice

by Perfect Practice

Who Uses Perfect Practice?

Perfect Practice caters to the Legal Industry, however, the database can be used within any industry.

What Is Perfect Practice?

One thing that differentiates Perfect Practice from other practice management software is its breadth of functionality. It has everything you need to run your practice; from Marketing, CRM, Matter Management to Billing and Accounting. Check out an overview of Perfect Practice features by watching the short movie. Many specific Perfect Practice features can be reviewed by selecting the hyperlinks below the movie. By the way, you can click on any of the images to get an enlarged image.

Perfect Practice Details

Perfect Practice

http://www.perfectpractice.com

Founded 1984

Perfect Practice Software - Case Management
Perfect Practice Software - Perfect Practice logo
Perfect Practice Software - Perfect Practice Mobile
Perfect Practice video
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Perfect Practice Software - Case Management - thumbnail
Perfect Practice Software - Perfect Practice logo - thumbnail
Perfect Practice Software - Perfect Practice Mobile - thumbnail

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Starting price

US$44.50/month
US$79.00/month
US$45.00/month
US$39.00/month

Free Version

Free Version No
Free Version No
Free Version No
Free Version Yes

Free Trial

Free Trial No
Free Trial Yes
Free Trial Yes
Free Trial Yes

Perfect Practice deployment and support

Deployment

  • Cloud, SaaS, Web-based
  • Windows (Desktop)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Perfect Practice Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Case Management
  • Client Management
  • Client Portal
  • Communication Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Deadline Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • File Management
  • Forms Management
  • Invoice Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Trust Accounting
  • Workflow Management

View full list of Law Practice Management Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Expense Tracking
  • Financial Management
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Project Time Tracking
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Management

View full list of Legal Billing Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Client Management
  • Client Portal
  • Completion Tracking
  • Conflict Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Deadline Management
  • Document Automation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • File Management
  • Invoice Management
  • Microsoft Outlook Integration
  • Multi-Location
  • Reminders
  • Reporting & Statistics
  • Rules-Based Scheduling
  • SSL Security
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Time & Expense Tracking
  • Timer
  • Two-Factor Authentication
  • Workflow Management

View full list of Legal Calendar Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billable Items Tracking
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • Forms Management
  • Full Text Search
  • Invoice Management
  • Microsoft Outlook Integration
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • Workflow Management

View full list of Legal Case Management Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Audit Trail
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Contract/License Management
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • File Sharing
  • For Legal Professionals
  • Full Text Search
  • Invoice Management
  • Optical Character Recognition
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Task Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

View full list of Legal Document Management Software

Perfect Practice Alternatives

More Perfect Practice alternatives

Perfect Practice Reviews for UK Users

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 4
Customer Service 4.2
Features 3.5
Value for Money 4.5

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Write a Review!
Verified Reviewer
Accounting Supervisor
Law Practice, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 12/02/2019

"Not quite perfect"

Pros: I like that it is geared specifically to my industry, as there are not many accounting softwares that are. We only use the accounting side of this software, not case management.

Cons: There are several quirks that can throw the system off. No budgeting module, reports are not manipulatable. It's a very unforgiving system when compared to something like quickbooks. Extra entries have to be made if an error is made rather than being able to go back and edit.

  • Reviewer Source 
  • Reviewed on 12/02/2019
Heather L.
Accounting Supervisor
Legal Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    3 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 02/12/2019

"Great industy specific accounting software"

Comments: Overall my experience has been good with Perfect Practice. They have a small support team that is typically fast to respond to any issues and I've also used them for custom projects within the program to make it more functional with our other systems.

Pros: I like that Perfect Practice is catered to law firms and the specific accounting involved with client trust accounts. It's difficult to find another software that would accommodate the number of entities involved in this type of accounting. QuickBooks and others we've looked into in the past haven't been able to.

Cons: This software is much less forgiving than other accounting software and it is more tedious to correct a simple mistake. Entries cannot be changed once they are posted which means reversing entries must be made to fix errors rather than simply reassigning accounts as is possible in other software.

  • Reviewer Source 
  • Reviewed on 02/12/2019
Jordan S.
Billing Specialist
Financial Services, 201-500 Employees
Used the Software for: 6-12 months
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    2 /5
  • Customer Support
    3 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 05/10/2019

"Perfect Practice Review 10.5.19"

Comments: Overall it is a very useful billing tool. I use this software for an average of 8 hours daily and have found it to be something that took me about 2 months to really understand. Helpful for all kinds of billing for both large and small firms.

Pros: I like that when I am pulling daily billing reports I have the option to pull different reports depending on what code was imputed. Creating to-dos for workable files is very handy in making sure you don't miss deadlines. It is organized and I learn something new about it every week.

Cons: I wish this software would allow for drag and drop options when attaching backup documentation. When adding and auditing new cost line items it is frustrating trying to view what is or isn't attached unless you open up and view each line individually or reopen the original window. This software is always throwing up error codes with then prompts you to click on the code fix and reopen the Perfect Practice Billing window from the beginning. It needs a layout update that doesn't look like it's from the early 90's.

  • Reviewer Source 
  • Reviewed on 05/10/2019
Kevin H.
IT Director
Law Practice, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    3 /5
  • Customer Support
    5 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 23/08/2019

"The financial side is powerful"

Comments: We haven't found any other financial software that offers the control over accounts and the sheer volume of entities (clients, companies, banks, etc.) that PP supports.

Pros: We don't use the case management portion of Perfect Practice, but have used the financial side extensively for over 10 years. It supports all the entities that you could ever really need, along with the ability to set up and track many accounts for specific purposes, and has solid customer support from their staff. It also has an ODBC connection allowing for access to the raw data without using the PP front-end.

Cons: The table structure and layout is confusing without have a guide. There is also a strange feature which auto-fills strings so that the full data length is used up by having spaces added to the ends of all the fields.

  • Reviewer Source 
  • Reviewed on 23/08/2019
Brian S.
Managing Shareholder
Law Practice, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 08/05/2020

"I highly recommend Perfect Practice!"

Pros: financial management. Our practice is build around the Perfect Practice system and it has allowed us to greatly increase our work output and accuracy using less staff. Perfect Practice is easily customized and we are able to add and change screens and merge documents ourselves. It is also very well supported and we can speak with programmer level staff whenever needed. Perfect Practice is an integral part of our operation and we highly recommend it!

Cons: We have been very happy with our decision and use of Perfect Practice.

  • Reviewer Source 
  • Reviewed on 08/05/2020