Streamline onboarding with Fast Verification

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.”

“The ‘reminders’ function automatically emails the team with a list of follow-ups. Previously, they had to log into the system, run a report, and put it into Excel. Not only does it save us time but it wins us more business. Our business intake has definitely increased since implementing Perfect Portal.”

“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”

“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 through to completion of the matter. The integration with Leap has saved the team loads of time when taking new instructions and opening files. “