Features

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Digital Client Onboarding Features

Discover our award-winning digital client onboarding tools and features

Branded Mobile App

Our in-house designers work closely with your law firm to create a bespoke mobile app with unique user interfaces and multi-access points for all parties. Our latest digital onboarding technology allows your clients to complete all stages of the onboarding process directly through their smartphone.

Verification of Identity

We use cutting-edge technology to ensure that your clients’ identities are verified quickly and easily. Our seamless integration with InfoTrackID allows your clients to verify their identity directly from your firm’s branded app – within seconds.

Chat & Document Share

Simplify communication between all parties involved in the transaction with our chat and document share feature. Provide a smooth client journey with a secure platform where all communication and documents can be sent and received, reducing the need for emails or phone call updates.

Client Reviews

Streamline client reviews through smart technology and get the recognition your firm deserves. The review form is user friendly and makes it effortless for your clients to rate your service directly from your mobile app.

Matter Updates

Save time, enhance user experience and keep all parties updated with unique automated key stage updates. Setup personalised messages for each party type within Perfect Portal and trigger the key stage update with the click of a button.

Communication & Automation Tools

Find out about our suite of tools for personalised communication and automation

Personalised Communication

Set your firm apart from your competition and deliver the ultimate client journey with fully branded communication. Utilise the power of key stages and an automated workflow to save time whilst keeping all parties updated.

Referrer Portal & App

A branded mobile app and online portal that makes it easier for your referrers to send leads for all areas of law or generate conveyancing quotes on your firm's behalf. Grow your referral network and maximise your reach.

Automation

Automated and effortless follow-ups to help you convert your leads into clients faster, ensuring opportunities are never missed. Save time by setting up different automations for each matter type to convert leads and to keep all parties updated throughout the transaction.

SMS

Better interact with prospective clients and increase your conversion rates using automated SMS messages to prompt them to open your quote or action outstanding tasks.

Automated Follow-up Emails

Effortless follow-ups to help you convert leads into clients faster. As well as SMS messages, personalised follow-up emails can be set up in the automation centre to ensure nothing slips through the cracks.

Triggered Updates

Upon completion of a matter, schedule automated emails within a post-completion time scale, informing existing clients of the additional services you provide (e.g. wills & probate).

Push Notifications

Keep your clients engaged by sending real-time updates directly to their mobile device using in-app push notifications.

Website Widgets

Maximise lead capture from your website and enhance user experience with our website widgets

Conveyancing Quote Calculators

Capture more residential conveyancing leads from your website with our customisable quote calculators and provide potential clients with a personalised quote within seconds, whether you’re in the office or tucked up in bed.

Lead Intake Forms

Optimise your website by adding an unlimited amount of lead intake forms onto your website and maximise every opportunity.

Contact Us Form

Make it smooth and straightforward for potential clients to get in touch about the services you offer from one unique form. Using precise lead allocation for each area of law, your team will receive immediate, cross-party email notifications.

Client Review Widget

Collect client reviews directly from your app at the click of a button and display them automatically on your website. Demonstrate your firm's credibility and instil confidence for future clients.

Login Bar Widget

Provide your staff, referrers and clients easy access to their respective online portal directly from your law firm’s website with a fully customisable login bar widget.

Other Features

Suite of tools and features available at your fingertips to gain a competitive edge

Smart Dashboards & Reports

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.

Flexible Fee Scales

Our flexible fee scaling system allows your firm to effectively manage your fees and provide your clients with a tailored, accurate quote every time.

Integrated Technologies

As well as some of the industry’s top case management systems, Perfect Portal integrates with market-leading technologies such as ReviewSolicitors, Google Ads, Stripe, InfoTrack and more, providing your firm with a comprehensive solution.

“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.”

Karen Cooper

Principal & Licensed Conveyancer at Conveyancing by Karen