BOOK A DEMO
See Perfect Portal in action today.
Discover how Perfect Portal helps your firm capture more business, onboard clients with confidence, and manage with clarity - all in one connected system.
No pressure. Just clarity.
Experience the platform with your firm in mind.
What to expect in your demo.
In a focused 45–60 minute session, we’ll walk you through the full Perfect Portal platform and show how it fits into your existing systems and workflows. You’ll see how everything connects and have the opportunity to ask questions throughout.
Clear. Simple. Supportive.
What happens next?
A member of our team will be in touch soon to understand your firm’s needs and the systems you currently use, so we can tailor the demo to you. On the day of the demo we’ll deliver a focused session, and follow up with supporting information. If you decide to move forward, you’ll be introduced to your dedicated Account Manager who will guide you through setup - helping your firm capture more business, deliver a smoother client experience, and gain greater visibility from day one.
Trusted by firms like yours.
testimonials
Trusted by law firms across the UK.
“It’s streamlined the quoting process”
We have been using Perfect Portal for a while now and we are still so pleased with the system. It has been easy to use and has streamlined the quoting process. It continues to save us a lot of time with the preparation of quotations and automated chasing emails, both of which we have been able to personalise to our way of working.
“70% of our client onboard through the app”
We’ve been taken back by the growing number of matters reaching full compliance through the app. The team has experienced a subsequent rise in the past year of clients opting to use the mobile app throughout the compliance stage. We’re now at 70% of our overall audience downloading and completing the onboarding process directly through the mobile app.
“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.
“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 transformed our client experience”
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.
“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.
“Flash Reports give us the clarity we need”
Interrogating spreadsheet data was always on our to-do list, but by the time we got around to it, the insights were outdated, and opportunities had already passed us by. Perfect Portal’s new Flash Report has completely changed that. The monthly reports deliver instant summaries and trend analyses across leads, performance, and more, giving us the clarity we need, exactly when we need it.
“We save so much time with reporting”
The new Flash Report has been a real game-changer for us. It’s helped us clearly identify where our leads are coming from and which referrers are driving the most business, while also highlighting areas where we can improve our conversion. Best of all, it saves each of us very valuable time, around 30 minutes each week, as we no longer need to dig through reports or interrogate the data ourselves. Everything we need is presented instantly and clearly.
