PerfectLaw DMS vs TrustBooks
PerfectLaw DMS
perfectlaw.comTrustBooks
trustbooks.comSide by side
| Figure | PerfectLaw DMS | TrustBooks |
|---|---|---|
| Price from | — | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Legal Accounting Software | 8.3 (#7) | 7.3 (#19) |
| Integrations | PerfectLaw describes integration with Microsoft Office, including Outlook, and its All-in-One suite; its about page also says Adobe Acrobat integration is provided. | The pricing page lists integrations with PracticePanther, bank accounts, LawPay, and Clio. |
| Purpose | PerfectLaw DMS profiles, stores, secures, and organizes documents in law firm case matters for eligible users to find, share, distribute, and manage. | TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting. |
| Support | Support includes a service-request system, help desk engineers, phone and email assistance, consulting, installation and training. | TrustBooks offers support by email and phone, and its legal accounting team can help with data entry, onboarding, and reconciliation projects. |
Plans
PerfectLaw DMS
- webDMS On-premisesPrice not published
- webDMS subscriptionPriced on request
- Basic$295, paid once
TrustBooks
- TIER ONE — Trust Accounting$59 a month
- TIER TWO — Firm & Trust Accounting$79 a month
- TIER THREE — Bank Reconciliation Services$249 a month
In their own words
PerfectLaw DMS
PerfectLaw DMS organizes documents within law-firm case matters so eligible users can find, share, distribute, and manage them. It provides versioning, document comparisons and redlining, check-in and check-out, and links from one document to multiple matters. The system records creation and access history, with permissions that can update Microsoft Windows Active Directory. Users can drag Outlook emails onto matters, create or reply to messages from a matter, and add time slips automatically while profiling or saving documents. Integrations include Microsoft Office, Outlook, the All-in-One suite, and Adobe Acrobat. Browser-based webDMS supports document creation, search, retrieval, preview, and offline access for mobile and cloud use. PerfectLaw offers on-premises and cloud options; listed requirements include Windows 10/11 workstations, Windows Server 2016 or later, SQL Server 2017 or later, IIS, and an SSL certificate. The maker is based in Miami and says it was incorporated in 1979.
TrustBooks
TrustBooks has no write-up on Specifiction yet; its figures are above.