Perfect Portal

Perfect Portal is a UK-based legal software provider offering a comprehensive digital platform designed to streamline client onboarding, communication, and matter management for law firms. The platform includes features such as branded mobile apps, automated communications, smart dashboards, and instant quote calculators, all aimed at enhancing efficiency and client experience. By digitizing key processes like identity verification and intake forms, Perfect Portal assists law firms in reducing onboarding times and managing higher volumes of work across departments. The platform is utilized by over 800 law firms seeking to modernize their operations and improve transparency.

Digital Client Onboarding Features

Branded Mobile App: Law firms can offer clients a customized mobile application to complete onboarding tasks, including identity and fund verification, document submission, and form completion, all within a single interface.
  
Verification of Identity and Funds: Integrated biometric and document verification tools allow clients to securely confirm their identity and source of funds directly through the app, streamlining compliance processes.

Digital Signatures: Clients can electronically sign documents within the app, eliminating the need for physical paperwork and expediting the signing process.

Payment on Account: The platform facilitates secure, immediate payments through an integrated system, enabling clients to make payments directly via the app.
  
Dynamic Forms: Clients can complete various legal forms, such as the TA6 Part 1 and other Law Society documents, digitally within the app, with features like pre-population and guidance notes to assist in accurate completion.

Communication & Automation Tools

Personalised Communication: The platform allows for the customization of communications, including branded emails and messages, ensuring consistent and professional client interactions.
    
Referrer Portal & App: A dedicated portal and app for referrers enable them to submit leads and generate quotes on behalf of the firm, facilitating efficient referral management.
 
Automation: Automated workflows can be established for various matter types, including automated follow-ups, reminders, and status updates, reducing manual administrative tasks.

SMS and Push Notifications: The system supports sending automated SMS messages and push notifications to clients, keeping them informed about matter progress and prompting action when necessary.

Website Widgets

Conveyancing Quote Calculators: Customizable calculators can be embedded into the firm's website, allowing potential clients to receive instant, transparent quotes for conveyancing services.

Lead Intake Forms: Firms can add unlimited lead intake forms to their website to capture client information across various legal services, enhancing lead generation efforts.

Contact Us Form: A streamlined contact form can be integrated into the website, enabling prospective clients to easily reach out for inquiries or service requests.
 
Client Review Widget: This feature allows firms to collect client reviews directly through the app and display them on the website, showcasing client satisfaction and building trust.

Login Bar Widget: A customizable login bar can be added to the firm's website, providing clients, staff, and referrers with easy access to their respective portals.

Other Features

Smart Dashboards & Reports: The platform offers dashboards that present key performance indicators and analytics, assisting firms in making data-driven decisions.

Flexible Fee Scales: Firms can manage and adjust their fee structures within the platform, ensuring accurate and tailored quotes for clients.

Integrated Technologies: Perfect Portal integrates with various case management systems and third-party technologies, such as InfoTrack, Stripe, and Google Ads, to provide a cohesive operational ecosystem.