Legal Client Onboarding | Perfect Portal

Powerful. Advanced. Efficient.

Moving from a paper-based environment to a digital landscape, our client-facing technology speeds up the customer onboarding process significantly whilst also offering a seamless and easy-to-complete onboarding journey. Our industry-enriching technologies vastly reduce the time it takes to onboard clients, helping your firm save time and money whilst maintaining a competitive edge.

Our experts at Perfect Portal have crafted a streamlined digital client onboarding process that streamlines your working processes. The benefits of digital onboarding are plentiful, especially to those in the financial and legal sectors. Start your digital onboarding experience with Perfect Portal today.

complete onboarding solution

Smoothly onboard clients all within one user-friendly central hub

Our range of digital onboarding features allows your firm to exceed client expectations whilst keeping all case details in one centralised place.

Verification of Identity

Verification of Funds

Payment on Account

Document Share

e-Signature

TA6 Part 1 Form

Law Society Forms

Personalised Matter Updates

Client Reviews

Chat

“We have experienced a subsequent rise in the past year of clients opting to use our tailored mobile app throughout the compliance stage; we are now at 70% of our overall audience downloading and completing the onboarding process directly through our mobile app.”

Paul Lyons, Managing Partner

Lyons Bowe Solicitors

Early Data TA6 Part 1

Revolutionising up front collection of property data

Early Data TA6 Part 1 utilises digital data more effectively between sellers, agents, buyers and conveyancers to market a UK property. Sellers can access the TA6 Part 1 questions within your law firm’s mobile app to conveniently complete them at a pre-instruction stage.

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payment on account

Receive Payment on Account faster with your own payment platform

Simplify your clients' payment methods through our integrated Payment on Account feature. Join our firms who have received payment within minutes.

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Simple - Enhance user experience by streamlining the payment process

Fast - Receive payments within minutes with Stripe's market-leading payment solution

Secure - Take advantage of a PCI-certified payment software

e-Signatures

Speedily obtain client's signatures with the in-app function

Enable your clients to electronically sign relevant documents quickly and securely straight from your firm's branded app.

Efficient - Speed-up processes and reduce manual admin tasks

Convenient - Clients can review and sign documents while on-the-go without having to print and scan files

verification of identity & funds

Digital verification of identity and funds within one dynamic workflow

Our award-winning integrated technology enables clients the capacity to verify their identity and funds via the firm’s branded mobile app or online portal.

Secure - Protect your client by using ID validation technology that prevents fraudulent activity

Simplistic - Clear & unambiguous steps to reach compliance

Time efficient - Most users verify their identity in under five minutes

Using the most accurate customer verification tool supported by: 225 million identities verified worldwide, over 4,000 ID documents in more than 200 countries and trusted by leading brands including Metro Bank, HSBC, Monzo, Barclays, Nationwide and more

Dynamic FORMS

Integration with eCOS, electronic client onboarding solution by InfoTrack

Seamless journey for your clients and your staff

The eCOS workspace can be launched from your existing Case Management System and the Law Society Protocol & InfoTrack smart forms can be easily ordered by your staff and completed directly from the app by your clients. These forms include TA6, Seller Questionnaire, Fittings and Contents, Property Information Form, Leasehold Form, Purchases Questionnaire, Gifted Deposit Declaration and more.

Innovative solution for improved client experience

The smart dynamic forms are less overwhelming to complete and the Law Society Guidance notes help the clients with questions. Digitalised completion of the forms allows for automatic pre-population of data which helps for quicker completion of onboarding.

Automated Matter
Progress Updates