Perfect Portal has changed the client experience for us
Perfect Portal has changed the client experience for us, from quote inception through to completion of the matter. The integration with LEAP has saved the team loads of time when taking new instructions and opening files.
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.”
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.”
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.”
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.”
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.”
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"
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.”
"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."