CASE STUDY

How Ridley & Hall scaled while delivering
exceptional client experience with Perfect Portal.

Ridley & Hall scaled while delivering exceptional client experience PP Case Study Thumbnail
AT A GLANCE

Building a scalable client journey with Perfect Portal.

Ridley & Hall adopted Perfect Portal to create a seamless journey from initial enquiry through to onboarding, compliance, payments and ongoing communication. The online quote calculator provided a consistent and efficient way of generating quotes while capturing client information at the very beginning of the process. Rather than repeatedly entering data across multiple systems, information could be collected once and used throughout the client journey.

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0%reduction in average onboarding time
0%reduction in matter opening time
Fee earners able to focus on client service, not admin
Improved quote follow-up and pipeline visibility

How Ridley & Hall scaled while delivering
exceptional client experience with Perfect Portal.

Ridley & Hall has transformed its client journey with Perfect Portal, reducing onboarding times from 14 working days to just a couple of days. By streamlining enquiries, compliance and matter opening, the firm has reduced admin, improved efficiency and created capacity for sustainable growth without compromising client service.

Download to read Ridley & Hall’s success story.

Overhauled Client Onboarding

The headline for me is our onboarding has gone from 14 working days to an average of a couple of days, with some clients completing it all in less than half an hour.

Adam Fletcher
Business Development & IT Director
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