Perfect Portal + Smokeball

Connected workflows for modern firms.

Bring your case management and client communication together with the Perfect Portal and Smokeball integration. Instantly connect client onboarding, matter updates and communication tools with Smokeball, eliminating duplicate data entry while delivering a smoother, more transparent experience for both your team and your clients.

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Smarter data flow between onboarding and case management.

Automatically connect your case management system with your client journey. Contact and matter details, legal fees and disbursements map directly into Smokeball while status updates sync back to Perfect Portal. The result is one connected workflow that removes duplicate data entry, improves accuracy and keeps both systems aligned in real time.

The real impact

Less duplication. Better accuracy. Smarter communication.

By connecting Perfect Portal with Smokeball, law firms can streamline their entire client journey while maintaining Smokeball as their central source of truth. Automation removes repetitive admin, improves data accuracy and ensures both systems remain perfectly aligned throughout every matter.

Instant activation
No duplicate data entry
Real-time matter updates
Smarter client communication
Testimonials

Trusted by law firms across the UK.

“I no longer need to panic about reporting”

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!

“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.”

“We save at least one hour”

“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.”

“The process is seamless”

“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.”

“Nothing is too much trouble for them”

“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.”

“Client reviews drive long-term business growth”

“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”

“An integral part of our strategy”

“Perfect Portal has been a perfect tool for us in our efforts to streamline, modernise and be more efficient and transparent for clients. The analytical reporting gives us real-time data, so we can see how we’re performing and where we can improve. Perfect Portal has been an integral part of our business strategy.”

“Perfect Portal has changed the client experience for us from quote inception”

“Perfect Portal has changed the client experience for us from quote inception through to completion of the matter. The integration with Leap has saved the team loads of time when taking new instructions and opening files. “

“We’ve been using LEAP, InfoTrack and Perfect Portal since the inception of Priory Law”

“We’ve been using LEAP, InfoTrack and Perfect Portal since the inception of Priory Law. They are all flawless. Happy conveying! “

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