It allows the customer to work seamlessly with us from their own device
“We are able to deliver a fantastic digitised journey to our customers and introducers through our branded mobile app and online portal. We have Perfect Portal integrated with our case management system P4W, which removes the need to access multiple platforms and the need to re-key data, saving our staff time. Our customers are kept up to date on their transaction progress through the matter tracking facilities and it allows the customer to work seamlessly with us from their own device. We are a digital-driven law firm and these tools enable us to provide a greater experience to everyone involved.”
We have been delighted with the Perfect Portal and InfoTrack integration
“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 the volume of Conveyancing work for the staff and ensure that the pricing structure for all three firms remains consistent. We believe it is hugely important to have the quotation tool on our website to allow us to off quotations to clients old and new over the evenings and weekends, particularly in light of the Solicitors Regulation Authority’s current drive for transparency of fees in the legal market. 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 two systems together work brilliantly
“Perfect Portal is integrated with InfoTrack so we can go to the Perfect Portal page, key in the property details, and then InfoTrack will pull the correct searches for that particular postcode. That information goes straight back into Perfect Portal; it’s itemised in the quote facility, then it goes out as an email to the client with a PDF attachment; the quote, with our fees, is stamped into that alongside InfoTrack’s search fees. The two systems together work brilliantly.”
Our onboarding processes have improved dramatically
“Together with Perfect Portal’s business management system & InfoTrack’s eCOS, our onboarding processes have improved dramatically. Being able to verify identity and funds in a matter of minutes, as well as offering our clients e-signature technology has allowed us to streamline proceedings, creating an ecosystem of software that works in tandem to provide a better electronic onboarding experience for our clients.”
"Now that we’ve integrated, the process is seamless"
“The improvements in efficiency that have resulted from the Tikit P4W integration are a huge boom. The data accuracy has noticeably improved, saving time in the process. Before, legal secretaries would end up duplicating information as they had to transfer data over manually, which introduces a margin for error. Now that we’ve integrated, the process is seamless – information is transferred straight from Perfect Portal.