Perfect Portal’s seamless integration with Tikit P4W enables you to generate quotes within seconds and communicate to all parties, at a click of a button.
Key benefits of the Tikit P4W integration:
- Generate and calculate accurate quotes within seconds
- Automatically create a matter in Tikit P4W after instruction in Perfect Portal
- A conflict check within Tikit P4W when adding new client details from Perfect Portal
- Easily communicate with all parties via email, SMS and Mobile App by using Perfect Portal Key Stages, which are mapped within your Workflow in Tikit P4W
- Save time with the power of Data Sharing, ensuring the accuracy of your data and eliminating double-keying
Tikit is a leading provider of innovative and specialist technology to the Legal and Professional services sector with over 1500 law firm clients globally and is part of BT Group. Tikit develops its own software including Partner for Windows (P4W), Carpe Diem, Template Management System (TMS) and eMarketing.
The improvements in efficiency that have resulted from the integration are a huge boon. 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. The integration allows the firm to bring systems together, knocks down the walls between client and firm, and gets the whole firm singing from the same hymn sheet.
Lee Salih & Ian Bury of Glover Priest