February 8, 2023

Conveyancing Software and Solutions for Your Law Firm

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Perfect Portal
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Conveyancing is a core matter type of UK legal service requiring meticulous attention to detail, document management, as well as swift and efficient communication with clients, law firms, and information providers. With the increasing complexity of legal cases and changes in modern client expectations driving the need for more streamlined workflows, law tech companies have developed a wide range of conveyancing software and solutions to assist law firms in managing their conveyancing cases effectively.

One such comprehensive solution is Perfect Portal, a leading and award-winning conveyancing software designed specifically for law firms in the UK. Perfect Portal offers a wide range of features that facilitate efficient conveyancing lead management, document management, and secure client onboarding. This article will offer some key insights into the various benefits and features of Perfect Portal, highlighting why it is the ideal choice for law firms in the UK.

Efficient Matter Management

Managing the online conveyancing process can be time-consuming and challenging, involving various tasks such as document creation, case tracking, and communication with clients and stakeholders. Perfect Portal offers a user-friendly matter conveyancing case management system that helps law firms streamline their lead management, payments on account, and workflows to improve their efficiency. The software allows law firms to manage their new business and client onboarding in one secure, central location, providing easy, controlled access to all relevant information and documents.

With Perfect Portal, law firms can easily create custom standardised fields and conveyancing workflows to allow clients to add information and documentation to their files quickly, easily, and securely. Fee earners and solicitors can then manage their conveyancing files, track progress, and set automated reminders for payment, searches, updates, and deadlines.

The software also enables firms to generate quotes and calculate fees using its integrated quote calculator, ensuring accurate, transparent, and up-to-date pricing for clients. This feature saves time and reduces the risk of manual errors in fee calculations, managing client expectations and providing a seamless experience for both law firms and their clients.

Integrated Document Management

Document management is a critical aspect of conveyancing cases, involving the creation, organisation, and tracking of numerous legal documents. Perfect Portal offers a complete series of day-one legal case management software integration, giving your firm a full-service, end-to-end case and document management solution that simplifies the process of creating, storing, and managing documents and payments related to conveyancing matters.

The legal software allows law firms to create and customise document templates using smart forms for various conveyancing tasks, such as property searches, contracts, and forms as well as additional matter types such as will and probate. These templates can be easily accessed and edited, saving time and ensuring consistency across all documents and related client files.

Perfect Portal also offers seamless integration with third-party services, such as InfoTrack, a leading provider of electronic conveyancing searches and services in the UK. This integration allows law firms to perform conveyancing searches directly from the software, reducing the need for manual data entry or document uploading further minimising the risk of errors.

Cloud-Based and Client Portal

Perfect Portal is a secure, cloud-based software, which means that law firms can safely access their conveyancing cases and documents from anywhere, at any time, using any device with internet access. This flexibility enables law firms to work remotely, collaborate with team members, and provide real-time updates to clients, improving communication and efficiency within a secure platform.

Moreover, Perfect Portal offers a client portal, a secure online platform that allows law firms to share case updates, documents, and information with their clients. Clients can access the portal using their unique login credentials, providing them with easy and convenient access to their case information. This feature enhances client communication, transparency, and trust, as clients can track the progress of their conveyancing matters and access important documents at their convenience.

Practice Management and Workflow Solutions

Perfect Portal offers a comprehensive practice management system that helps law firms streamline their workflows and improve their overall efficiency. The software provides extensive insights and reports on various aspects of a law firm's conveyancing cases via custom dashboards, such as case progress, fee income, and profitability, allowing firms to make informed decisions and optimise their operations.

In addition, Perfect Portal offers a workflow module that enables law firms to create and manage custom workflows for their conveyancing cases. Workflows are designed to automate repetitive tasks, ensure compliance with regulatory requirements, and improve overall productivity. The software allows law firms to create workflows based on their unique requirements.

Introducing Perfect Portal: A Leading Digital Onboarding Solution for UK Law Firms

Perfect Portal is an award-winning digital-first solution to client onboarding. Reduce the time it takes to onboard clients, streamline internal efficiencies, and effectively manage a higher volume of matters across all departments within your law firm.

Our fully integrated technology provides your firm with a tailored, fully branded mobile app with unique user interfaces, enabling your clients to complete all onboarding tasks in one place. Speed up onboarding time and enhance user experience with a comprehensive solution. Visit the book a demo section for more details!