CASE STUDY
How Thomas Flavell & Sons
enhanced its client journey with Perfect Portal.
AT A GLANCE
Enhancing the client journey through faster, more connected processes.
Clients can review quotations, instruct online, complete onboarding requirements and receive updates through a modern digital platform (including short video clips of their staff explaining the current stage update and what happens next!). This flexibility provides clients with greater convenience while reducing unnecessary delays, phone calls and administration.
0%reduction in quote and file opening time
How Thomas Flavell & Sons
enhanced its client journey with Perfect Portal.
By connecting quoting, onboarding, compliance and case management into a single workflow, Thomas Flavell & Sons has created a scalable process that supports future growth while maintaining the high levels of service for which the firm is known.
Explore Thomas Flavell & Sons’ success story.
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5 best practices for creating a better client experience.
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Bold Legal Group Conveyancing Conference 2026: Data, digitalisation and the future of conveyancing.
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What a better client journey looks like.
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Is client onboarding actually working for your team?
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Why client onboarding still feels fragmented – and what that means for modern law firms.
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The experience gap in client onboarding (and why it matters more than ever).
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The hidden operational cost of client onboarding for law firms.
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Why client onboarding still frustrates your clients.
- Webinar
May 15, 2021
App based digital onboarding solution: InfoTrack eCOS + Perfect Portal integration.
Watch recording
