TechnologyIntegrationsCompanyResourcesContact Us
Book a Demo
Download BrochureLogin

PERFECT PORTAL FOR...

Request Demo
Contact Sales

FEATURES & PRODUCTS

Branded App
Branded Mobile App
Improve client experience with your firm’s bespoke app
Automation
Automation
Utilise effortless follow ups to convert leads faster
Referrer App
Referrer Portal & App
Make it easier for referrers to capture and manage leads
Smart Dashboards
Smart Dashboards & Reports
Gain direct access to business intelligence and analytics
Quote Calculators
Conveyancing Quote Calculators
Offer potential clients a transparent and instant quote
Communication
Personalised Communication
Automate communications while keeping it personal with your clients
Intake Forms
Lead Intake Forms
Capture matter-specific information straight from your website
All features
Request Demo
Download Brochure

FEATURED READS

Perfect Portal: Can conveyancing be reduced to weeks instead of months?
PRESS RELEASE
Perfect Portal: Can conveyancing be reduced to weeks instead of months?
Read More
The New Digital Era: Coming to a Law Firm Near You
Blog
The New Digital Era: Coming to a Law Firm Near You
Read More
smart dashboards & reports

Legal Reporting Software Solutions

Improve new business efficiencies by having complete visibility on your pipeline, staff performance, ROI analysis, and more.
Book a Demo
MANAGE PERFORMANCE
Get an accurate picture of what's happening with all your insights in one place
Access key performance indicators at a glance to understand where your leads are coming from, the time it takes to convert them into clients and more, allowing you to make data-driven decisions.
Analyse staff and offices performance
Monitor hot, cold and qualified leads
Track conversion and email open rate
Analyse business trends over quantifiable periods
Assess the source and volume of referrals
Visualise where the leads are coming from within the Heatmap

Role-specific and customisable smart dashboards

Company Admin Dashboard

Key data to provide insights into the performance of the entire firm with comparisons of different offices, success leader boards, annual snapshot and case cancellations to drive business growth.
Find out more

Case Manager Dashboard

Oversight on all the offices with case progression status to ensure leads get followed-up, cases get allocated to appropriate staff members, and every case gets completed in time.
Find out more

Fee Earner Dashboard

Relevant data for each fee earner with critical timeline of their cases, upcoming completion dates, reminders, client reviews, and insights on how they are performing against other staff members.
Find out more

New Business Admin Dashboard

Useful statistics to help increase conversion rates, monitor leads across all offices and departments, upcoming and overdue reminders, insights on staff performance, top referrers and more.
Find out more

New Business Team Dashboard

Designed to ensure no leads slip through the cracks with upcoming reminders, unconverted leads, insights on how they are performing against other staff members, and more.
Find out more

Marketing Dashboard

Essential statistics to calculate ROI on marketing activity, focusing on lead sources, email open rate, lead intake forms' success rate, client reviews, email campaigns' performance, and more.
Find out more
Instant Reports
Drive your business forward with real-time reports available at the click of a button
Data is the foundation of decision making within businesses, so getting the information you need quickly is imperative. Rely on over 20 accurate reports with charts and graphs to give you key insights into your firm's performance, fast.
"Forward-thinking legal providers use data for a range of purposes, and Perfect Portal’s various data analysis tools enable users to remain aware of all considerations that reflect the workings of their business."
Yvonne Hirons
Founder & CEO at Perfect Portal
Improve Efficiencies with
Smart Dashboards & Reports.
Get key insights into the performance of your pipeline, firm, staff and referral network at a glance
Book a DemoGet in Touch