Cutting Edge Features and Proven Reliability Keeps Long Time Clients Coming Back

Managing a 21st century law practice is no easy task. One of only a handful of Certified Legal Managers in a rapidly growing state of over 16 million people, Bonnie Hart is unquestionably an expert in her field. As the office manager of TAYLOR & CARLS, one of the nation's foremost firms representing community associations, Bonnie is responsible for keeping a staff of 25 in four separate offices running in sync.

To obtain her CLM certification, Bonnie had to complete prerequisite educational courses and demonstrate a mastery of four core areas of knowledge (Financial Management, Human Resources Management, Office Operations Management, and Legal Industry). Maintaining the CLM designation is even more difficult and requires many hours of study and continuing education.

As part of her professional commitment, Bonnie is constantly keeping tabs on all of the latest information about law office technology and software. Over the past fifteen years, Bonnie has had many challenges that have called for serious re-evaluation of her firm's legal technology - from Y2K compliance to full operating system conversions. Yet since 1987 Taylor & Carls has trusted only one legal software suite for the backbone of the firm's operations, Perfect Practice ® from ADC Legal Systems, Inc.

Why has Taylor & Carls chosen to stay with Perfect Practice time and again? Flexibility is key for a firm that serves so many different needs for their clients. Within the framework of community association representation Taylor and Carls' attorneys practice collections, litigation, contract negotiation, foreclosure and many other areas of law.

“Comprehensiveness is the beauty of this system” says Bonnie. “Of all of the systems we looked at, Perfect Practice® is one of the few that does everything we need it to do.” (including Case Management, Document Production, Billing and Accounting and Payroll). By using Perfect Practice® Case Management the firm was able to create custom merge documents, calendar events and questionnaires to suit each specialty.

This is particularly helpful in the firm's collections department where numerous follow-up letters, liens, pleadings and complaints need to be filed in a timely manner. “We use DocuTrac extensively in collections” explained Bonnie. Part of Perfect Practice® Case Management System, DocuTrac™ automatically fills in the blanks from client data and can even schedule reminders based on the merged documents.

Accounting Department head Susette Underwood is “thrilled” with what Perfect Practice ® Financial Management brings to the firm. Perfect Practice ® seamlessly handles the firm's complex hourly, flat fee and contingency billing requirements for multiple departments in a single system. Even intricate trust fund accounting is a “breeze” with Perfect Practice ® according to Susette. “The reporting features are just great. There are so many shortcuts and time saving features. The account reconciliation features alone saves me a huge amount of time. I can easily reconcile an account with 600-700 checks in about ten minutes.”

Perhaps the most important factor in influencing Taylor and Carls' decision is Perfect Practice's stellar reputation after 20 years of serving the legal community. Bonnie sums it up this way; Perfect Practice ® has a “proven track record of delivering service”. Susette agrees, the support team at Perfect Practice has always been “Johnny on the spot when I need help. Most issues are taken care of in 60 minutes or less. I just can't say enough good things about Perfect Practice ®.”