Tailor the system easily to meet your firm’s needs.
Perfect Portal gives you the ultimate flexibility so you can make the system work for your firm. The system can be customised at the firm level, office level as well as at each individual user level. The admin user can edit the settings at any time and control what each firm user and the referrer sees within their portal.
Customise quote questions and fee scales so your potential new client receives an accurate quote no matter if they contact you directly, go on your website or gets referred by one of your referring partners. Easily build as many website calculators as you like directly within your system and customise to match your firm’s website.
Consumers now want transparency of price and service when it comes to selecting a legal service provider and Perfect Portal provides you with the tools you need to provide complete transparency from quote to completion and win more business. Book a demo now to see how the system can help you.
FEATURES THAT PROVIDE ULTIMATE FLEXIBILITY
System & Dashboard:
Customise the entire system to meet your firms’ needs. The Smart Dashboard can be customised to each user account so they view the data at a glance that is important to them.
Allocate fixed or variable fee scales to different postcodes, quote questions, staff members, referring partners and matter types. The fees scales and names can be edited easily at any time.
Easily create as many initial quote email and follow-up email templates within the system and brand them with your firm’s branding so you can stand out from your competition.