Perfect Portal Testimonials

“McMillan Williams provide conveyancing through their multi branch offices and started using Perfect Portal in 2017. Perfect Portal has given us a good reason to contact both existing and new introducers and is a great tool to help us meet the demands of our clients and referrers. The branded literature supplied by Perfect Portal at launch was very helpful and assisted us in promoting this quickly and easily.”

“Can I just say that I have been super impressed with the service that I have received from you! Both in the training, which was comprehensive but also with your responses to any queries that I’ve had. It’s comforting to know that you’re there when I need you! I think Perfect Portal are lucky to have such a friendly, dedicated member of staff.”

“Emails tend to get lost amid other emails. The Perfect Portal app brings specific and relevant developments to the client’s attention; it doesn’t overload them with information. Perhaps most importantly, the app is secure enough to meet regulatory requirements. It ticks the GDPR boxes and clears compliance hurdles. It also helps cement the client relationship; they feel that we care about them.”

“Having turned to Perfect Portal for our conveyancing quoting, I can say that the calculator has transformed the way we quote and manage our conveyancing transactions. We saw our conveyancing conversion almost double within the first 6 months of using the system and this is without winning new referral work. We are now expanding our department to deal with the new work we have won.”

“Perfect Portal has hugely improved our quoting process! The system is professional, easy to use and flexible. Our clients are so impressed when they receive our quote whilst they are still on the phone to us! The support that we have received in training and marketing has been exceptional.”

“Accurate and fast quoting through Perfect Portal has increased our turnover of residential conveyancing work significantly in a very short period of time. Quick to set up and easy to use. Our Senior Responsible officer, with over 35 years’ experience took to the system immediately and now will not quote without it.”

“Together with Perfect Portal’s business management system & InfoTrack’s eCOS, our onboarding processes have improved dramatically. Being able to verify identity and funds in a matter of minutes, as well as offering our clients e-signature technology has allowed us to streamline proceedings, creating an ecosystem of software that works in tandem to provide a better electronic onboarding experience for our clients.”

“…Choosing to move to the branded app and making use of all of the features that come with it has been the best decision that we have made in progressing our business and communicating with our clients.”

“Given the circumstances of the past year, we were searching for alternatives to better support our clients throughout the onboarding process, As the pandemic prevented new clients from visiting the branch, we reached out to Perfect Portal once we discovered they were offering their premium members a fully-integrated digital solution for onboarding clients. Once we discovered how easy it was for our clients to reach compliance, and how the level of automation enabled our staff to manage a higher concentration of matters - we just wished we invested in the tech before the pandemic obliged us to do so!”

“The benefits of switching to Perfect Portal were immediate. It’s simple to use. It’s helped us gain more business. And even if a client decides not to use us, the feedback that we get from the system is useful. The referrer app and platform not only helped us get and manage the referred business but win it much more quickly. The experience with Perfect Portal’s branded client app exceeded expectations – enabling us to gain a competitive edge.”

“We’re still a small, traditional practice, but having access to this kind of app sets us apart from our local competition. It’s a modern looking platform and it’s very user-friendly – it has certainly has a positive impact on trying to secure new business from other sources.”

“It is really easy to find the data you need, and you can easily keep track of how much business is coming in and how much is being lost. We save at least one hour per case by using Perfect Portal’s Key Stages to update all parties involved in a transaction with the click of a button. It’s also great to track new business coming from referrers, they can be quickly updated and log into their own app when on the go. Our clients love the app, it fits in seamlessly with our ethos at Holden Smith, which is to utilise technology to facilitate modern and open communication. This is somewhat of a rarity in the industry. It is also great for maintaining the level of contact that consumers deserve and demand of a business in today’s digital era.”

"It’s certainly been an effective mechanism in identifying if a staff member is working at an attainable capacity without compromising user experience. It isn’t about pointing fingers if a solicitor isn’t getting 5-star reviews every time. Instead, it helps to inform us if any of our employees require any additional support with training – helping us as a law firm to improve our holistic efficiencies through the creation of targeted staff development opportunities.”

Perfect Portal has changed the client experience for us, from quote inception through to completion of the matter. The integration with LEAP has saved the team loads of time when taking new instructions and opening files.