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.
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.
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.
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.
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.
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.
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
