BUILD YOUR COMPETITIVE EDGE

When your customers want next level customer service, Perfect Portal is the solution.
Perfect Portal is a technology communication solution for conveyancers and legal professionals to win new business and deliver customer service excellence.

 QUOTE
QUOTE
 CONVERT
CONVERT
MANAGE
MANAGE
COMMUNICATE
COMMUNICATE

Generate private, referred or online branded quotes within seconds.

Over 50% of home movers obtain two or more conveyancing quotes before instructing a firm. So, getting a quote out fast is key to winning new business. Perfect Portal enables you to easily send branded and accurate quotes within seconds whether the client is with one of your referring partners, sitting at home browsing your website, or contacts you directly.

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Win more business with a range of automatic follow up features.

Sending your quote quickly is just the first stage in winning new business. Never miss an opportunity with Perfect Portal’s diary reminders and chase features sent directly to your inbox. Once a quote has been created in Perfect Portal, whether privately by your staff members, by a referrer or via the web quote calculator, you’ll automatically receive reminders for seamless tracking to ensure maximum efficiency.

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View key insights at a glance to manage performance.

Data is the foundation of decision making within businesses, so having the information you need quickly is imperative. Understand your conversion rates, the performance of your referral partners and overall business growth at a glance with our customisable smart dashboard. The snapshot will let you quickly identify potential untapped opportunity, recognise and reward your highest performers and take control of all aspects of your business.

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Engage with all parities in one simple click, saving you time and improving your service levels.

Keeping everyone updated throughout the process can be difficult, with clients and others involved in the transaction often chasing for a progress update. Only one third of home-movers are currently satisfied with the frequency of communication from their conveyancer. Provide instant case updates and reminders throughout the transaction to all parties involved via email, SMS or a mobile app for your clients.

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A DIGITAL SOLUTION TO WIN MORE WORK

TESTIMONIALS

Hear and read what our valuable clients have to say about us.

"I recommend Perfect Portal to businesses looking to get a real competitive edge. It gives you an opportunity to provide really customer-centric based experiences that will really instill trust from your clients."

Peta Stewart, Winner AIC NSW Presidents Award 2018