Never miss an opportunity

Perfect Portal is designed for all your new business management needs. Empowering you to take advantage of every opportunity and manage your relationships effectively through a convenient, fully integrated and easy to use online platform. Whether you’re looking to speed up your quoting process, manage your referral network or engage with your clients and keep them informed, Perfect Portal provides a simple solution for effective new business management that improves your profitability.

Your solution for new business management.

Perfect Portal empowers you to take control with its new business management tools. From the first quote to managing relationships, we've got the perfect solution for winning new business.

Testimonials

  • We have been delighted with the Perfect Portal and InfoTrack integration to assist us with the amalgamation of our three offices. The systems have enabled me as Managing Director of the firm to monito ...
    Richard Roberts, Managing Director , Lovedays Solicitors

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  • Having turned to Perfect Portal for our conveyancing quoting, I can say that the calculator has transformed the way we quote and manage our conveyancing transactions. Having used the system for less t ...
    Pritpal Chahal, Practice Manager, Askews Legal LLP

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  • The introduction of Perfect Portal into our business strategy has had the effect and feel of an ‘extended’ work force, by having a new group of quote generators all directing standardised quotes to us ...
    Lorraine Bailey, Practice Manager, Lyons Bowe Solicitors

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  • Accurate and fast quoting through Perfect Portal has increased our turnover of residential conveyancing work significantly in a very short period of time. Quick to set up and easy to use. Our Senior R ...
    Keith Betts, Managing Director, Robson & Co Solicitors

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  • Town & Country Property Lawyers specialise in new homes conveyancing, so we needed an estimate and update system that could cope with elements of the transaction that are different to private work. Th ...
    David Packwood, BDM, Town & Country Property Lawyers

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  • Perfect Portal has hugely improved our quoting process! The system is professional, easy to use and flexible. Our clients are so impressed when they receive our quote whilst they are still on the phon ...
    Kathryn Simpson, Head of Residential Property Department, Rothera Dowson

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  • McMillan Williams provide conveyancing through their multi branch offices and started using Perfect Portal in March. “We started using Perfect Portal in our Sussex offices and it is already reaping th ...
    Paul Arscott, Business & Strategy Manager, McMillan Williams Solicitors

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  • Yvonne has been outstanding in delivering Perfect Portal to us. The set up was so swift it was remarkable. We were up and running in no time and had our first instructions through within 24hrs of send ...
    Peter Jones, BDM, Breeze & Wyles

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  • Perfect Portal has simplified how we and clients obtain quotes. The system is aesthetically pleasing which makes the system easy to use. If any hiccups do arise Andy Owen and the team always deal with ...
    Michelle Stevens, New Business Team Leader, Stephensons Solicitors LLP

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  • We recently took the Perfect Portal conveyancing quoting product to support a redeveloped website and additional separately branded microsites. Perfect Portal were recommended to us and, having seen t ...
    Chris Joseph, IT Manager, Poole Alcock LLP

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