Award-winning digital client onboarding solution

"Smartforms has been the perfect solution to automate our client intake process. With its easy-to-use interface and ability to add conditional logic, we can create custom questionnaires that fit our practice and only ask relevant questions to each client. Smartforms has saved me a lot of time when preparing for client meetings, as I already have all the answers to their questions. I highly recommend it to anyone looking to streamline their law firm."

“Perfect Portal has been a godsend for my firm when it comes to sending out professional, branded quotes. It’s so quick to generate and really easy to use. The quoting system is so easy to use. I can usually have the quote emailed to the client before I finish the call with them. As soon as you log into the portal, you can see exactly what needs to be actioned and how the month is going, which allows us to stay on top of things and has led to higher conversion rates. Perfect Portal has made quoting so much easier, and I couldn’t recommend it more highly.”

“Perfect Portal has made a world of difference for our firm, and our clients love it too. Inbound calls regarding matter updates have dropped about 90% since we started using Perfect Portal’s branded app with the LEAP integration. Clients can get the information they need without having to call us; the process is smoother and easier for everyone involved. Overall, it's been a great experience and I'm excited to continue using Perfect Portal to improve our firm's workflow and client communications.”

“Using digital processes to verify our clients hasn’t alone made it easier for our staff, but the process is now significantly faster. We are seeing more of our users opting to complete their matter through the branded apps, and the verification process can be completed at a client’s earliest convenience. As opposed to the handing over and scanning of personal documents, users are led through a simple set of instructions, and once confirmed by one of our solicitors, the matter is ready to be progressed.”

“Our branded app looks professional and is designed well to match our company branding. Clients absolutely love the app as they feel more in control of their journey by tracking matter progress and communicating with their conveyancer via the app. We are spending less time on the phone with the clients as they know how the matter is progressing, it has made our processes more efficient whilst keeping the communication flowing. Above all, Perfect Portal and our app makes us stand out from the competition, it gives us a more professional and modern edge.”

“We are now able to verify our clients sooner which reduces the time it takes to reach compliance. This is a game-changer as we can now work on more matters at any one time, and the user-friendly digital verification process means clients can complete InfoTrackID unaided.”

“Perfect Portal has changed the way we operate as a business. It has improved workflow and increased efficiency. We have more time!”

“Perfect Portal is a platform our business could not do without… Our staff love it… Our clients love it!…Perfect!”.

“I’ve been using Perfect Portal for over 3 years and I can’t imagine operating my business without it. The software allows me to track the progress of all quotes and as soon as I sign in, I see an overview of how my firm is performing on the dashboard. I also love being able to update clients, their real estate agent and broker or lender with their matter status with just the click of one button. Recently Perfect Portal designed and helped launch my own app that my clients can use to track the progress of their matter which is great!”

“In 2019, who knew anything about Zoom? Now everyone is an expert. Our app allows communication to happen immediately without any phone tag involved. As soon as we complete a step in the conveyancing process, we send an update from our system which in turn sends a notification to a client’s phone and email. Real Estate agents and the lender, if there is one involved, have access to our app and can receive similar updates if they wish…”

“We love our branded mobile app, it’s a great extension of our brand and the ultimate competitive advantage. We have seen a substantial decrease in inbound calls from clients and referring partners since we’ve had the app, which is great. More importantly, we have won clients over because of the app! Our clients can easily log in, track their matter status, view important documents and chat with us anytime. We have a big referral network and the fact that they can access all their referred matters in one place is really helpful. Our app helps us provide a streamlined service to our clients and work seamlessly with our referrers, we couldn’t ask for more.”

“I have partnered with Perfect Portal for 12 months now, it is a fantastic resource for my business. The quoting system helps me create quick and professional quotes to send to prospective clients. Conversion rates are high and I do credit this to the streamlined quoting system. The branded app has also been fantastic – it sets me apart from my competitors and clients love it. It’s a quick, easy and visual way to keep clients updated on their matter. Perfect Portal have always been proactive and motivated in assisting me to build these resources to help my business. They have never hesitated in taking on board my requests and creating a bespoke experience. Partnering with Perfect Portal is hands down one of the best business decisions I have made.”

“The quote widget integration is a great source for us to generate more leads from our website. Clients can fill out their details when they are looking at our website and get an instant quote whilst we get an email notification for the lead to follow-up. The quote is so professional and is designed by the Perfect Portal team to match our branding. It sets out all the costs for the matter, which saves disputes about costs because it is all detailed from the beginning in a professional form. Once the client accepts the quote, all the details flow through to LEAP via their integration, saving us time! The training and technical support provided by our account manager is fantastic, we are always kept up to date with any changes to ensure our staff feel confident in using the system and if we have any technical issues, they are resolved immediately.”

“Overall, the response regarding InfoTrackID has been incredibly positive. Digital verification has enabled our clients to reach compliance sooner and we are now experiencing a higher volume of in-app users! There has been little to no issue with InfoTrackID adoption amongst our audience which illustrates how user-friendly and seamless the process of verification is. This integration is fantastic and I'm excited to get more clients using our MLC Lawyers app!”