Case Study Core Legal

How Perfect Portal changed our conveyancing business.

Before getting Perfect Portal, Core Legal had no automated system and were simply using a formatted quotation sheet and brochure to send out quotes to clients. This was a slow process and quotes weren’t always looking consistent, they couldn’t always meet the customer/referrer needs to have the quotes emailed straight away and were unable to track leads. They had always wanted an automated system but had been unable to find one that met all their needs.

“Although we have only been using Perfect Portal a short time our business is already seeing great results. We have found it to be incredibly user friendly, easy to update and competitively priced. The system has reduced the amount of time our team is spending on producing quotes and when offering the system to referrers we can also follow up, convert and instruct – all online.” Says Claire Hewitt, Core Legal.

Perfect Portal has changed the way we do business. The quotation tool means we can we can literally generate and send a quotation in seconds. They all look consistent and are neatly branded and official. The key stage case tracking to our clients and referrers means that all parties are given up to date information which has saved us a lot of time on the phones. Both clients and referrers have responded well to the system and have also found it really simple to use. The open communication channels offered by having the separate user logins, making each referrer and client feel valued as they can see the progress and work that is going into their case- adding value to our service offering.”

Claire was impressed with how easy it was to start using Perfect Portal. “The training was all done online and over the telephone and it was easy to set up users and our referrers. The staff are friendly and knowledgeable and queries are dealt with quickly and efficiently”

As for the future, Claires goal is to develop a new business team in house “We anticipate Perfect Portal will provide the platform we need to generate quotes, follow up and secure more work in a fast and efficient way”

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Claire Hewitt - Director, Core Legal

"Although we have only been using Perfect Portal a short time our business is already seeing great results"

Claire Hewitt
Director at Core Legal Limited

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