Confident Quotes, costs and onboarding.

Now if a client calls up, even if the quote was not prepared by that team member, they can still access the information on Perfect Portal, see who prepared the quote, what stage it’s at and answer client’s questions efficiently and effectively.

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.

“I love Perfect Portal and the wider ecosystem like eCOS, LEAP and InfoTrack too much just to sum it up in one sentence! Everyone needs this ecosystem! It’s a no brainer. The amount of time and energy you save is incredible. I especially love PP and I’ll tell anyone that listens! It really is a great product. We’re not going anywhere we love you all far too much.“

Flash Reports have been a complete game-changer for me. I can produce a full report on every aspect of our conveyancing business, comparing up to 24 months of data in under a minute! I’m about to go on holiday, and I’ve already run the report I need for the board while I’m away. They’ll have all the data they need as well as the clear summaries, without me even being there. I no longer have to panic about working into the night to finish both my client cases and my reporting!

“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.”

“We save at least one hour per case by using Perfect Portal’s Key Stages to update all parties involved in a transaction with the click of a button. With Perfect Portal’s quote calculator, we are able to get through more cases, and it cuts a lot of time off the transaction thanks to the automatic fee calculations.”

“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. Our secretaries say it’s saved them, on average, five to 10 minutes per case.”

“We’re still a small, traditional practice, but having access to this kind of app sets us apart from our local competition. It’s a modern looking platform and it’s very user-friendly – it has certainly had a positive impact on trying to secure new business from other sources. Nothing is too much trouble, and we feel quite fortunate to have such a strong business relationship with them.”

“We have a 200-year heritage, and we need to make sure we leave BLJ in good shape for the next 200-years, so naturally we have to provide a platform in which our clients’ voices can be heard so we can learn and grow from the feedback we receive. The adoption of a client review integration system has been hugely beneficial for Bell Lamb & Joynson”