Last updated August 2023:
Category: Onboarding | Risk and Compliance
Overview
PerfectPortal provide a highly configurable conveyancing focussed, branded mobile app that enables a law firms clients to complete all onboarding tasks in one place.
Digital lead generation forms with conveyancing quote calculators allows firms to provide instant turn-around on enquiries and increase conversion rates.
PerfectPortal work closely with fellow ATI group member InfoTrack to provide a fully integrated onboarding and search solution.
Once a matter is up and running the mobile app is able to front end all client interaction including:
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Payments on account.
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Risk and compliance steps.
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eSignatures.
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Document sharing
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Matter updates
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Digital TA6 part 1 completion
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Customer reviews
What we like most about PerfectPortal:
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Fully browser based platform.
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Wide range of integrations with other quality providers.
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User friendly interface.
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Highly customisable workflows.
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Strong roadmap.
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Both Native and Xero accounts options available.
Want to know more?
Ask Hindsight Legal Consulting about Perfect Portal or request an introduction.
Your personal data is handled in accordance with our privacy notice which can be found here: Privacy Notice
Core review criteria:
Business structure: Part of the ATI group of companies that are prevalent within the legal market..
Rating 3/5
Ease of use: PerfectPortal is a very well thought out and executed solution, easy to use for all parties and their market growth is recent years reflects this.
Rating 5/5
Architecture & roadmap: This client facing technology is highly secure, supporting two-factor authentication, Biometric verification and secure payments.
Rating 4/5
Integrations: This client facing technology is highly secure, supporting two-factor authentication, Biometric verification and secure payments..
Rating 4/5
Implementation: xxxxx.
Rating 4/5
Value for money: xxxxx.
Rating 3/5
Things to consider: xxxxx.
