Onboard with confidence.

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!

“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!

The new Flash Report has been a real game-changer for us. It’s helped us clearly identify where our leads are coming from and which referrers are driving the most business, while also highlighting areas where we can improve our conversion. Best of all, it saves each of us very valuable time, around 30 minutes each week, as we no longer need to dig through reports or interrogate the data ourselves. Everything we need is presented instantly and clearly.

Interrogating spreadsheet data was always on our to-do list, but by the time we got around to it, the insights were outdated, and opportunities had already passed us by. Perfect Portal’s new Flash Report has completely changed that. The monthly reports deliver instant summaries and trend analyses across leads, performance, and more, giving us the clarity we need, exactly when we need it.

Perfect Portal solved a problem we didn’t even know we had. Automating onboarding saves us around 30 minutes on every new file, freeing up time as volumes increase. As a result, we’ve seen a 50% increase in work, average year-on-year growth of 15%, and caseloads performing 19% above the market average over the last three years.

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.