Perfect Portal is now fully integrated with Tikit Partner for Windows (P4W), allowing P4W users to benefit from the below features.
Firms can capture their prospective clients using Perfect Portal to generate a quote. When the client has accepted the quote and instructed the firm, the matter then will be automatically created in P4W.
Key benefits of the Tikit P4W integration:
- Automatically create a matter in Tikit after instruction.
- A conflict check with Tikit when adding new client details from Perfect Portal.
- Complete Key Stages directly in Tikit to keep all parties updated on matter progress.
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.