I’ve been pulling my hair out lately trying to fix my version of PCLaw, a comprehensive practice management solution for both daily client management and back office accounting (which replaces Quickbooks.)
PCLAW is a bit glitchy at times and while their support is excellent, the annual maintenacne support costs have shot up quite a bit since Lexis bought the rights to the software.
So I’m looking for the next best comprehensive solution and would prefer web based options over downloadable software.
Clio has shown serious promise however, I still need at a minimum, a proper Quickbooks export or some other back office accounting solution to work seamlessly with Clio.
Rocket Matter has what appears to be a great product as well, however they apparently have no option for a free trial account (though they do offer a free guided demo preview but I prefer to tinker around myself.) They have also increased their pricing across the board which is probably good for business but makes me hesitate. I would probably need 3 accounts which would run about $160/month! Too rich for my taste but nevertheless a solid product I’m sure.
I chatted over email with Andrew Flusche about his choice to go with Freshbooks but I prefer to have my an integrated trust accounting system built in.
What Does A Perfect Law Practice Management System Contain?
Here’s what I need:
1. Client/Contact Management
2. Daily income/expense tracking
3. Attractive, user friendly note taking system
4. Integrated back office accounting OR export system to Quickbooks, etc)
5. Trust accounting solution
Here’s what I want:
6. Basecamp like communication with clients
7. Web based document assembly (a pipe dream)
PCLAW has everything except for item #3. But it’s glitchy and frustrating (infuriating) at times.
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