April 10, 2023

The Best Conveyancing Software for Your Law Firm

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Perfect Portal
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As a law firm in the UK, staying ahead of the competition to better serve clients, reduce or maintain overheads and streamline your internal processes is crucial for business growth. Within an ever-evolving legal practice landscape, it is essential to adopt modern technologies that can help you efficiently and swiftly manage your legal cases, automate processes, enhance the client experience, and ensure compliance and data security.

The use of conveyancing software and specialised matter and document handling has transformed this area of practice and in this article, we will explore some of the best conveyancing case management software and platforms for law firms in the UK, with a focus on Perfect Portal.

Efficient Matter Management with Conveyancing Software

Managing any legal matter can be complex and time-consuming - conveyancing matters are no different. An instruction that starts out as a simple sale and purchase can quickly become unexpectedly complex, involving multiple and varied tasks such as land searches, land registration, stamp duty land tax, payment of SDLT, identity and fund verification, document management, form-filling, data entry, compliance checks, and client communication.

The best conveyancing software offers integrated client onboarding and document management solutions that can streamline and automate some of these tasks, saving time and effort for your law firm.

Perfect Portal provides a comprehensive suite of onboarding, legal case management software, practice management and communication features/smart forms that supports the entire conveyancing process, from initial client quotes and quote calculators to document management, completion tracking: a full service client-centric digital onboarding client portal.

With its easy-to-use interface and intuitive workflows, Perfect Portal simplifies the conveyancing instruction process for your client and ensures that all the necessary tasks are efficiently managed in one central system.

Your client can complete an instruction, quickly and securely and simply using only their smartphone. This allows your law firm to convert and handle conveyancing leads and cases more effectively, winning new business quicker, improving productivity and conversion - all whilst delivering a seamless experience to your clients via a custom-branded client app.

Advanced Document Management for Conveyancing Cases

Document management is a critical aspect of the conveyancing process, involving the creation, storage, retrieval, and sharing of various legal documents and forms. Traditional document management methods, such as paper-based systems or generic file-sharing tools, can be cumbersome, time-consuming, and are prone to manual and data entry errors.

Conveyancing software offers advanced document management capabilities that are specifically designed for the legal industry. It can provide a centralised repository for all your client ID documents, replies from clients and other key documentation and information, as well as templates and automated responses, making it easy to access and share with your team, clients, and other stakeholders.

Perfect Portal also offers various automation features, allowing you to generate, populate and automate communications and documents with ease, reducing the risk of errors and ensuring consistency across all your conveyancing cases.

Enhanced Customer Experience with Client Portals

Delivering an excellent customer experience is crucial for law firms, and conveyancing software can play a significant role in achieving that. Client portals are increasingly seen as an essential feature of conveyancing - software that allows law firms to provide their clients a faster, more personalised, and transparent experience throughout the conveyancing process.

Perfect Portal offers a client portal that gives your clients access to their case information, documents, outstanding tasks and progress updates in real time.

Clients can securely log in to the portal using their mobile devices or computers, easily track the status of their conveyancing case, view and sign documents, make a payment on account and communicate with your team. This transparency and accessibility enhance the customer experience and improve communication and trust between your law firm and your clients.

Automation and Compliance for Conveyancing Cases

Automation and compliance are crucial factors in the conveyancing process, ensuring accuracy, efficiency, and compliance with regulations. Case management solutions, such as Perfect Portal, offers automation features that can streamline repetitive tasks, reduce manual errors, and ensure compliance with legal requirements.

For example, Perfect Portal offers automated quote calculators that can quickly generate accurate quotes for conveyancing services based on predefined pricing rules and data inputs.

It also offers automation features for completion tracking, compliance checks, and data entry, saving time and effort for your team and reducing the risk of errors. Additionally, Perfect Portal integrates with various data sources, such as Land Registry and search providers, to ensure that you have up-to-date and correct information for your conveyancing cases.

How Perfect Portal Can Help Your Law Firm

Perfect Portal is an award-winning digital-first software solution to client onboarding. Perfect Portal offers a range of workflow integration solutions specifically designed for UK law firms. With its user-friendly features and communication automation capabilities, Perfect Portal can help your law firm streamline its new business processes, onboard clients quickly and securely, improve productivity, and deliver exceptional customer service. 

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 using a case management system.

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 cloud-based solution. Don’t hesitate to book a demo to gain a better understanding!