Perfect Portal seamlessly integrates with LEAP so you can save even more time at the point of a prospective clients initial enquiry to case completion.
Marketing, business development and the ability to provide a transparent and an outstanding customer experience from quote to completion is more crucial than ever in today’s challenging market. Now it is even easier with Perfect Portal’s seamless integration with LEAP.
Benefits of Perfect Portal’s integration with LEAP:
- Generate and calculate accurate quotes within seconds
- Conflict check with LEAP when creating a new contact in Perfect Portal
- Automatically create a matter within LEAP after instruction
- Select one of your existing Recurring Matther Templates when sending a matter to LEAP
- Provide instant case updates to all parties involved via email, SMS or a mobile app by using Perfect Portal Key Stages within LEAP
- Ensure the accuracy of your data through the power of sharing data minimising the need for double-keying and ultimately saving you time