Join 800+ law firms using Perfect Portal
Embrace Digital.
Enhance User Experience.
50%
increase in conveyancing work as a result
"Perfect Portal really makes our life easier. It's a powerful quoting platform and client onboarding app that has enabled us to grow our business significantly whilst providing our clients with a greater digital experience."
Mike Leeman
Bell Lamb & Joynson
Read their story
Our integrated technology provides your firm with a tailored, fully branded mobile app with unique user interfaces that enables your clients to complete all onboarding tasks in one place. Speed up onboarding time and enhance user experience with a comprehensive solution.
Verification of Identity
Verification of Funds
Payment on Account
Document Share
e-Signature
TA6 Part 1 Form
Law Society Forms
Personalised Matter Updates
Client Reviews
Chat
Utilise our user-friendly digital lead capture solutions and never miss a lead again. Boost your conversion rates whilst enhancing annual revenue and overall profitability.
Conveyancing Quote Calculators - SRA & CLC price transparency compliant quotes aligned with your firm's fee structure.
Live Notifications - Assigned staff members get notified immediately when tools are engaged with.
Lead Analysis - Monitor received, active, and lost leads and who they have been assigned to.
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Save time by setting up multiple matter specific automations to convert leads, complete outstanding tasks whilst keeping all parties engaged. Increase staff productivity and ROI with Perfect Portal’s automated technology.
Lead Management - Automated lead reminders, outstanding task notifications, and analytics to ensure nothing slips through the cracks.
Key Stage Updates - Personalised in-app and email notifications to all parties in one click of a button.
Effortless Client Reminders - Easily prompt your clients to complete any outstanding tasks with automated reminders.
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Improve user experience and reduce the flow of phone calls and emails with enhanced, personalised communication between all parties involved in a matter.
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Chat & Document Share

Communicate and securely share important documents with your clients and other parties involved in the matter whilst maintaining full control of the conversation.

Key Stages

"Milestone completed!"
Keep all parties updated on matter progress with automated personalised messages managed within one easy-to-use digital platform.
Our smart dashboards provide you with all the business intelligence your firm needs to thrive and grow.
Personalised - Make the most of business insights unique to each user's role with easy-to-understand data and trends.
Smart - Engaging graphs and stats give you full visibility on all activity to make more informed business decisions.
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"Perfect Portal provides every member of your team with the information and data they need straight to their fingertips. From automated follow-ups to business insights, our technology can transform a firm's processes seamlessly across every department to ensure the whole company is working to the same high standard."
Yvonne Hirons
CEO & Founder at Perfect Portal
Regular training and upskilling opportunities, a dedicated account manager and a helpdesk team ensure you’re supported every step of the way.

From in-house designers, integration specialists to developers and more, we work in harmony with your law firm so you continuously stay ahead of your competition.
We take pride in offering our law firms the most secure technology on the market. Our cloud-based platform, mobile apps, website widgets, and APIs are using the latest solutions to guarantee the security of your data and communications.
Two-factor authentication and biometric security provider trusted by leading brands such as HSBC, Monzo and Rappi.
Industry-standard encrypted databases and communications.
Data handled and stored in line with GDPR, CLC and SRA requirements.

Our facts and figures

200+
branded apps live
850+
registered firms
250k+
unique users
2m+
quotes generated

Don't take our word for it.
See what our clients have to say.

Integrated with
Tikit P4W
InfoTrack
It allows the customer to work seamlessly with us from their own device
“We are able to deliver a fantastic digitised journey to our customers and introducers through our branded mobile app and online portal. We have Perfect Portal integrated with our case management system P4W, which removes the need to access multiple platforms and the need to re-key data, saving our staff time. Our customers are kept up to date on their transaction progress through the matter tracking facilities and it allows the customer to work seamlessly with us from their own device. We are a digital-driven law firm and these tools enable us to provide a greater experience to everyone involved.”
Integrated with
InfoTrack
Perfect Portal has hugely improved our quoting process
“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 phone to us! The support that we have received in training and marketing has been exceptional.”
Integrated with
InfoTrack
LEAP
We save at least one hour per case by using Perfect Portal
“It is really easy to find the data you need, and you can easily keep track of how much business is coming in and how much is being lost. We save at least one hour per case by using Perfect Portal’s Key Stages to update all parties involved in a transaction with the click of a button. It’s also great to track new business coming from referrers, they can be quickly updated and log into their own app when on the go. Our clients love the app, it fits in seamlessly with our ethos at Holden Smith, which is to utilise technology to facilitate modern and open communication. This is somewhat of a rarity in the industry. It is also great for maintaining the level of contact that consumers deserve and demand of a business in today’s digital era.”
Integrated with
InfoTrack
LEAP
Having access to this kind of app sets us apart from our local competition
“We’re still a small, traditional practice, but having access to this kind of app sets us apart from our local competition. It’s a modern looking platform and it’s very user-friendly – it has certainly has a positive impact on trying to secure new business from other sources.”
Integrated with
InfoTrack
LEAP
The benefits of switching to Perfect Portal were immediate
“The benefits of switching to Perfect Portal were immediate. It’s simple to use. It’s helped us gain more business. And even if a client decides not to use us, the feedback that we get from the system is useful. The referrer app and platform not only helped us get and manage the referred business but win it much more quickly. The experience with Perfect Portal’s branded client app exceeded expectations – enabling us to gain a competitive edge.”
Integrated with
InfoTrack
SOS
Clients are opting to use our tailored mobile app
“We have experienced a subsequent rise in the past year of clients opting to use our tailored mobile app throughout the compliance stage; we are now at 70% of our overall audience downloading and completing the onboarding process directly through our mobile app.”
Integrated with
InfoTrack
Perfect Portal is such a user-friendly system
"The greatest impact on our business since we have been using Perfect Portal is having such a user-friendly system, but also the way that we can work with our referrers and agents...it has had a huge difference"
Integrated with
InfoTrack
LEAP
Best decision that we have made in progressing our business
“…Choosing to move to the branded app and making use of all of the features that come with it has been the best decision that we have made in progressing our business and communicating with our clients.”
Integrated with
LEAP
InfoTrack
ReviewSolicitors
"Now that we’ve integrated, the process is seamless"
"I was recommended Perfect Portal, and we discovered the solution to a problem we didn't know we had. Clients can feel the benefit of Perfect Portal and its success has fed into the business of the firm –BLJ has seen a 50% increase in conveyancing work as a result and we have experienced a 15% year-on-year average growth with no sign of slowing down."
Leading an industry shift with efficiency-enhancing legal tech
Find out how we can support your law firm with providing the best onboarding experience for your clients
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