Perfect Portal + LEAP

Ditch duplication and move matters forward faster.

Connect intake, onboarding and case management in one connected workflow. Perfect Portal sends data straight into LEAP, reducing delays, improving accuracy and giving your team more time for higher-value work.

A fully connected legal workflow.

The Perfect Portal and LEAP integration connects your new business platform directly to your case management system. Client details, matter information and fee data map straight into LEAP, including time and fees and cost recoveries. Status updates sync between both systems in real time, while onboarding tasks, communications and key stages are managed through Perfect Portal within your LEAP workflow.

The real impact

Smarter workflows. Stronger performance. Happier clients.

By removing duplication and connecting your systems, your firm gains speed, clarity and control across every matter. Automation reduces repetitive admin, real-time visibility improves decision-making, and structured processes drive consistency - helping your team handle more work efficiently while delivering a smoother, more professional client experience.

Save fee earner time

Increase matter capacity

Improve data accuracy

Enhance client confidence

Testimonials

Our LEAP integration is trusted by firms like yours.

“Game-changing integration with our CMS”

The conveyancing department (and soon all other departments) love the ease of a simple sales/enquiries funnelling system that perfectly integrates into their case management system. Due to the complexity of quoting in conveyancing, it offers a professional front end service and allows the case handler to manage their work whilst keeping the client updated with the key stages at every point which eliminates phone calls stopping workflow disruptions.

“We’ve been using LEAP, InfoTrack and Perfect Portal since the inception of Priory Law”

“We’ve been using LEAP, InfoTrack and Perfect Portal since the inception of Priory Law. They are all flawless. Happy conveying! “

“Perfect Portal has changed the client experience for us from quote inception”

“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. “

“Payments now take seconds, and are fully digital”

Setting up the Payment on Account feature with Perfect Portal could not have been any easier, and it has added to what was already a really great system they have. Our clients love the mobile app and find it so easy to use and it saves all of us time as we no longer need to chase and take card payments over the phone.

“Clients can see their progress at every stage”

Clients love it, without exception they understand the system even when it was new to us. This just takes it to another level, because they can see what’s coming and they can see how far they have come as well. Having all that data in one place really helps our clients and provides complete transparency.

“We’ve become so much more efficient with Perfect Portal”

Perfect Portal solved a problem we didn’t even know we had. Automating onboarding saves us around 30 minutes on every new file, freeing up time as volumes increase. As a result, we’ve seen a 50% increase in work, average year-on-year growth of 15%, and caseloads performing 19% above the market average over the last three years.

View case study