Capture client information efficiently and accurately.

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.

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.

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 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.

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.

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 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.

Interrogating spreadsheet data was always on our to-do list, but by the time we got around to it, the insights were outdated, and opportunities had already passed us by.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.

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.

“Flash Reports have been a complete game-changer for me. I can produce a full report on every aspect of our conveyancing business, comparing up to 24 months of data in under a minute! I’m about to go on holiday, and I’ve already run the report I need for the board while I’m away. They’ll have all the data they need as well as the clear summaries, without me even being there. I no longer have to panic about working into the night to finish both my client cases and my reporting!