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Description
At Perfect Practice®, we prioritize delivering cutting-edge software solutions aimed at enhancing your firm's productivity in a dynamic landscape. Our platform is capable of managing your entire practice, featuring the most customizable screen designs on the market. With intelligent workflows, versatile reporting, and exceptional adaptability, we ensure that your case load continues to progress seamlessly, no matter the demands from clients or regulatory bodies. Our deep industry expertise and superior services will lead you towards improved financial performance. It goes beyond mere data storage or report generation; it involves comprehending and refining your firm's workflow to establish the most efficient operations. As your needs evolve, along with your clients and regulatory conditions, Perfect Practice serves as the adaptable platform that enables you to swiftly respond to changes, fill information voids, and seize new opportunities. This commitment to innovation ensures that your practice remains ahead in a competitive environment.
Description
Clients can utilize the docuTRAK portal to submit their requests and remain updated on their progress. It is essential to include instructions for each service type to effectively assist clients in their request submissions. Additionally, ensuring your staff is informed of current policies and procedures is crucial, allowing HR to oversee and support the acknowledgment of shared information among team members. Beyond merely recording actions within a workflow case, docuTRAK also offers a “snapshot view” of all documents associated with that case. Furthermore, supervisors have the ability to access the inboxes of their team members to monitor activities and reassign cases as necessary. The system also tracks consultation requests from any user, enhancing accountability. docuTRAK Online provides a robust business collaboration platform where all documents are stored in a centralized registry, facilitating various actions across different workflows. This interconnectedness not only streamlines processes but also fosters efficient communication within the organization.
API Access
Has API
API Access
Has API
Integrations
Android
Apple iOS
Chrome OS
Mozilla Firefox
Process Server's Toolbox
Safari
Integrations
Android
Apple iOS
Chrome OS
Mozilla Firefox
Process Server's Toolbox
Safari
Pricing Details
$44.50 per user per month
Free Trial
Free Version
Pricing Details
$500 per license
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Perfect Practice
Founded
1984
Country
United States
Website
www.perfectpractice.com
Vendor Details
Company Name
docuTRAK
Founded
1991
Country
Jordan
Website
www.docutrak.net
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Calendar
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control