Turn more leads into clients and raise your brand profile with Perfect Portal.

Win more business for your law firm with our range of customisable lead capture tools, including dynamic conveyancing quote calculators and automatic follow-up features. Enhance your customer experience with fully branded digital communication and your own mobile app that can be used by your staff, your clients, referring partners and other parties involved in a transaction.

Capturing Leads

Perfect Portal provides lead capture solutions for all areas of law, increasing client intake for your law firm.

  • Templates within your system for all matter types so your staff can respond to phone or email enquiries instantly
  • Generate new leads via your website 24/7 with smart web forms and conveyancing quote calculators
  • Mobile app and online portal for estate agents, mortgage brokers and other introducers to easily forward new leads
  • Schedule automatic SMS to engage leads and to ensure your emails are opened
  • Custom reporting and dashboard to track all leads and where they are coming from
  • Evaluate advertisement success with our Google Ads integration

Turning Leads into Clients

Automatic and effortless follow-ups to help you convert your leads into clients faster, ensuring an opportunity is never missed.

  • Fully branded, personalised, and automatic emails to handle each enquiry in a professional manner and to provide a greater experience for your clients
  • Schedule automatic personalised SMS to engage with potential clients and to follow-up, if they haven’t opened your email
  • Schedule automatic in-system diary reminders to ensure no-one slips through the cracks
  • Custom reporting and dashboard tiles that give you visibility of your pipeline for quick follow-ups and tracks all touchpoints in a single activity log including email open rate
  • Easily push the relevant data into your case management system through software integration after instruction- saving you time

Effective Communication

Automate your workflow, increase brand awareness and save time with your very own branded mobile app & portal for your law firm.

  • Dedicated branded online portal and mobile app for your firm, giving access to your staff, clients, referrers and additional parties
  • Access a suite of email templates to automate your communication process and enhance your brand presence
  • Schedule and send separate personalised updates on matter progress to all parties at the click of a button via SMS, email or push notifications on the app
  • Securely send and receive documents, collect reviews and chat with your clients
  • Complete your due diligence and KYC via digital ID verification and AML checks
  • Build and deliver email campaigns to your referrers via the Marketing Centre and track delivery of all communication

Analytics and Reports

Utilise the dynamic reporting suite, smart dashboard, and control centre to view business intel on your pipeline, staff performance, ROI analysis and activity per lead and matter to improve new business efficiencies.

  • A simple dashboard to view all analytics with customisable date ranges in one place for performance comparison
  • Over 20 smart reports available on your firm’s performance for immediate download
  • Schedule a custom pulse report to partners and the key stakeholders
  • Access key performance indicators and understand where your leads are coming from and the time it takes to convert them into clients across your firm and your referral network at a glance
  • View email open rates to determine if your emails are being successfully delivered and read

Marketing and Training Support

At Perfect Portal, we’re focused on giving you the competitive edge so you can sustainably grow your law firm. 

  • Our in-house Graphic Designer will create a bespoke set of email templates and attachments matched with your firm’s branding to be sent via your portal
  • A mobile app designed to match with your firm’s branding and a marketing pack provided to help you start promoting your app on emails, website and social media
  • Free system onboarding and ongoing training for all users to ensure everyone takes full advantage of the system
  • Access to a Support Centre on the portal with quick how-to videos and step-by-step guides and regular informative webinars to share new enhancements, best practices, and tip and tricks to keep you updated

System Security

Perfect Portal’s online platform, mobile apps, intake forms, website conveyancing quote calculators and API are using the latest solutions to ensure the security of your data and communications.

  • Our IT Security Policy includes a robust role separation, authorising access to required parties only
  • Our databases are encrypted with industry-standard AES-256 and communications are encrypted using SHA256 with 2048-bit
  • Our data is hosted within an ISO 27001 certified infrastructure and server backups are taken daily and with continuous delivery, ensuring immediate recovery
  • Two-Factor Authentication is available for an extra layer of security on all apps and platforms
  • All data is handled and stored in line with GDPR, CLC and SRA transparency requirements

“Emails tend to get lost amid other emails. The Perfect Portal app brings specific and relevant developments to the client’s attention; it doesn’t overload them with information. Perhaps most importantly, the app is secure enough to meet regulatory requirements. It ticks the GDPR boxes and clears compliance hurdles. It also helps cement the client relationship, they feel that we care about them.”

Peter Carr, Fisher Jones Greenwood Solicitors