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DocuTrac: Automated Document Assembly

The Perfect Practice DocuTrac module is used to merge documents from data fields within Perfect Practice. Unless your installation has pre-loaded template(s) from Perfect Practice, your system will come with 4 documents, 2 for Microsoft Word and 2 for Word Perfect. Simply double click on the document you wish to merge. Once selected, the document will appear in the Documents Selected list. If the auto merge feature has been turned on, the document will start to merge. If not, you must click on the merge documents button. Each user will be prompted to select the Preparer, when they select the [...]

Case Management Notes

Case Management Notes can be entered from a couple of places. Selecting the activities button from the classic menu, will allow you to enter notes, or any other type of activity. Make sure the notes tab is selected. This displays the notes list. All notes you've ever entered will be displayed. If this is a new system, there won't be any notes. Click on the new button, to add a note. The notes entry screen will be displayed. Since we didn't access the notes screen from a case, it will default to the person logged in. To associate the note [...]

Journals

Journals are a way to keep general ledger transactions, that originated from the same source, together. Setting up journals within Perfect Practice: Start within the accounting classic desktop. Select system setup/utilities to access the journal setup screen. Select setup Select division, dept/journal Select the journal radio button to view the journal entry screen. The first existing journal will display in the screen. Perfect Practice comes with pre-set journals, so you should see something. Examples of commonly used journals would be: Accounts Payable Cash Receipts Cash Disbursements A Journal for each Trust Account Click on the plus sign to enter a [...]

The Relationship Tab

The relationships tab, shows all entities associated with the selected case. These may be parties in a legal sense, such as defendants or plaintiffs, or they may be other entities with an interest in the case. Examples of these are shown in the list. Other cases, can also be included in the relationships. Each entity can have two cheap jerseys roles. First, they have their basic role in the global database. These are typically broad categories, such as doctor, attorney, etc. They also have the role they play in each specific case. In our example, Doctor LaPorte’s role in the [...]

Settlement

The settlement model, can be accessed through the icon found on your computer desktop. Simply use the left button on your mouse, and double click on the icon that looks like a cash register. If you are already logged into any Perfect Practice program, you will not have to log into the settlement model. When the settlement screen appears, it’ll default to the first open case that’s been initialized. The top section, shows the matter ID and matter name of the default case. To choose a different case, click on the Matter ID ellipsis. The case list will appear. Choose [...]