Who Uses This Software?

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

Average Ratings

5 reviews
  • Overall 4 / 5
  • Ease of Use 3.8 / 5
  • Customer Service 4 / 5
  • Features 3.2 / 5
  • Value for Money 4.3 / 5

Product Details

  • Starting Price US$44.50/month
  • Free Version No
  • Free Trial No
  • Deployment Cloud, SaaS, Web
    Installed - Windows
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours

Vendor Details

  • Perfect Practice
  • http://www.perfectpractice.com
  • Founded 1984

About 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 Features

  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Portal
  • Conflict Management
  • Contract Management
  • Document Management
  • Email Management
  • Legal Case Management
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Accounting Management
  • Automatic Billing
  • Calendar Management
  • Case Management
  • Client portal
  • Document Management
  • Expense Tracking
  • Time Tracking
  • Case Defined Timekeepers
  • Completion Tracking
  • Conflict Management
  • Multi-Office
  • Reminders
  • Rules-Based Scheduling
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Billing & Invoicing
  • Calendar Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract Management
  • Docket Management
  • Document Management
  • Email management
  • Expense Tracking
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control

Perfect Practice Most Helpful Reviews

The financial side is powerful

Reviewed on 23/08/2019
Kevin H.
IT Director
Law Practice, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Great industy specific accounting software

Reviewed on 02/12/2019
Heather L.
Accounting Supervisor
Legal Services, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Perfect Practice Review 10.5.19

Reviewed on 05/10/2019
Jordan S.
Billing Specialist
Financial Services, 201-500 Employees
Used the Software for: 6-12 months
Reviewer Source 
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Not quite perfect

Reviewed on 12/02/2019
Verified Reviewer
Accounting Supervisor
Law Practice, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Fantastic software for managing a practice

Reviewed on 07/09/2019
Amanda R.
Registered Psychotherapist
Mental Health Care, Self Employed
Used the Software for: 1-5 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: A great tool to use, I think it would be great for a spa!

Pros: I think this software is ideal for managing a group practice such as a spa, with multiple services and practitioners.

Cons: It seems to be more for larger businesses that have multiple staff and offer multiple services to their clients.

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