CASE STUDY
How Lucas & Wyllys modernised the client journey with
a connected legal technology ecosystem.
At a glance
One connected workflow from quote to completion.
By placing Perfect Portal at the centre of its legal technology ecosystem, Lucas & Wyllys has transformed a series of disconnected processes into one connected workflow. What was once a fragmented journey involving multiple systems, manual administration and duplicated effort is now a streamlined experience for both clients and colleagues.
0%Faster quote time
0%Faster file opening time
How Lucas & Wyllys modernised the client journey with
a connected legal technology ecosystem.
Lucas & Wyllys has also improved consistency across quoting and new business management. Fee scales, template emails and follow-up processes are now easier to control, helping ensure clients receive a professional experience from the first interaction.
Download to read Lucas & Wyllys success story.
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- Webinar
May 15, 2021
App based digital onboarding solution: InfoTrack eCOS + Perfect Portal integration.
Watch recording
