A more connected way to manage new business with Perfect Portal and InfoTrack. 

For law firms using both Perfect Portal and InfoTrack, managing new business has traditionally meant moving between two different systems. While each platform supports a different part of the journey, from a firm’s perspective, it’s still one client journey. 

That’s why we’ve been working more closely with InfoTrack to bring the Perfect Portal new business journey directly into the InfoTrack platform. 

The new experience gives shared clients a simpler way to create, view and progress leads without constantly switching between platforms, while keeping their new business information connected. 

In this blog, we’ll look at: 

• Why managing new business across separate systems can create unnecessary friction 

• How the new Perfect Portal experience works within InfoTrack 

• What firms can manage directly from InfoTrack 

• How information stays connected between Perfect Portal and InfoTrack 

• Why we’ve made the change 
   

One journey shouldn’t feel like two.

Law firms use different systems to support different parts of their work. But when teams have to move between platforms to manage one process, it can create unnecessary extra steps. 

For firms using Perfect Portal and InfoTrack, we wanted to make that transition easier. 

The answer isn’t to replace either system. It’s about making the connection between them work better. 
 

Manage Perfect Portal leads from InfoTrack.

With the new integration, firms will see a Perfect Portal option in the top navigation of InfoTrack. 

From there, they can access their Perfect Portal leads directly within InfoTrack and see the same up-to-date new business information. 

Teams can also create a new lead without leaving InfoTrack, using the same Perfect Portal process they’re already familiar with. 

Once created, the lead opens in a full-screen overview, giving teams a clearer view of the information they need to manage it. 

As the lead progresses, firms can continue to manage their new business through Perfect Portal. Once a lead is converted, the matter can then be managed through to the firm’s Case Management System as normal. 

What stays in Perfect Portal?

The new experience doesn’t replace the existing Perfect Portal setup. 

Fee scales, automations, branding, reporting, dashboards and other new business settings continue to be managed through Perfect Portal. 

The integration simply gives teams another way to access Perfect Portal when they’re already working in InfoTrack. 

And good news! There are no additional fees for using the new feature. 
 

Keeping everything in sync.

One of the key benefits is keeping new business information connected between the two platforms. 

Teams working in InfoTrack can access the latest Perfect Portal lead information, while those working directly in Perfect Portal continue to manage the same new business journey there. 

That means less need to check between systems or manually move information from one place to another. 
 

Why we’ve made the change.

The idea came from feedback and conversations with firms using both platforms. 

Our shared clients were having to manage one new business journey across two separate systems. At the same time, the existing quote functionality in InfoTrack could involve a number of manual steps, from entering and calculating information through to preparing and sending the quote to the client. 

We saw an opportunity to make that process simpler. 

Rather than asking teams to manage a separate quoting journey in InfoTrack, the new quoting area brings their existing Perfect Portal new business process into the place where they’re already working. 

It’s a relatively simple change, but it removes some of the unnecessary movement between platforms. 

A more connected way to work.

For firms using both Perfect Portal and InfoTrack, the new experience brings the two parts of the journey closer together. 

You can create and manage leads through Perfect Portal within InfoTrack, keeping information connected between the two platforms. 

See the new Perfect Portal + InfoTrack experience.