September 4, 2018

Convert Quote to instruction faster: InfoTrack announces integration with Perfect Portal

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InfoTrack, the conveyancing services company, has integrated with Perfect Portal to help conveyancers generate, convert and manage new business quickly through a fully integrated and easy to use online platform.

Now with 59% of UK home-movers reaching out for quotes using online channels, and this number continuing to grow, the integration of InfoTrack and Perfect Portal enables conveyancers to generate quotes in less than two minutes, ensuring they are able to meet the expectations of the always-on consumer.

The integration eliminates unnecessary manual admin related to quoting, including accessing, submitting and updating fees, which ultimately saves time and reduces the potential for errors. Users of this integration receives reminders to follow-up on quotes, and the platform captures all client communication, converting quotes to instruction quickly, guaranteeing maximum efficiency and increased conversion rates.

To showcase the benefits, InfoTrack and Perfect Portal will be hosting a webinar on the integration.

Growing your Business with InfoTrack & Perfect Portal

Thursday, 20th September – 12pm

Richard Roberts, Managing Director at Derbyshire Legal Services Limited says, “We have been delighted with the Perfect Portal and InfoTrack integration to assist us with the amalgamation of our three offices. The systems have enabled me as Managing Director of the firm to monitor volume of Conveyancing work for the staff and ensure that the pricing structure for all three firms remains consistent. Clients seek accurate figures at a time to suit them and the InfoTrack and Perfect Portal solution enables us to provide this to them in a professional and personal way.”

The Perfect Portal dashboard is accessible from within InfoTrack, meaning law firms will not need to update systems or manage multiple portals, further streamlining the conveyancing process.

Adam Bullion, General Manager of Marketing, at InfoTrack said: “One of the biggest changes we’ve seen in recent years is consumer loyalty. The previous blind loyalty towards a local conveyancer or recommendation from an estate agent is being challenged with online accessibility. If consumers struggle to get a quote online, they will not think twice about using a company available on the channels they use. Perfect Portal’s solution will aid InfoTrack’s vision to help make legal services more efficient, transparent and allow conveyancers to modernise their approach – standing-out from their competitors.”

Read the full article on Legal Futures.