Automation

Digital transformation.
Technology-enabled automation.

Automate your workflows to capture leads, enhance engagement, increase conversions, improve efficiencies and spend more time on strategic work.

AUTOMATED WORKFLOWS

Streamline processes, reduce errors, and spend less time on routine tasks

Save time by setting up different automations for each area of law and/or each matter type to convert leads and keep all parties updated at the click of a button.

Triggered Emails - Set up templated emails for immediate lead response, follow-ups and matter updates.

SMS - Schedule automatic SMS to engage with potential clients and to follow-up if they have not opened your email.

Push Notifications - Send updates, messages, onboarding tasks and reminders straight to your client's phone via your branded app.

BB Codes - Provide a personalised experience to all parties with a wide range of embedded BB codes.

Schedule/Pause/Cancel. - Stay flexible using different automation options for each matter type in a simple view.

Did you know?
Nearly half of all customers (46%) expect companies to respond in less than 4 hours from their initial contact.

(Source: Super Office)

Mitigate risk and reduce workload with seamless automation

Matter Updates

Schedule and send personalised updates on matter progress to all parties at the click of a button via SMS, email or push notifications on your branded mobile app.

PMS Integration

Map the personalised key stages within your workflows in your practice management system. Find out more about who we integrate with.

Reminders

Take advantage of automatic in-system reminders to ensure no-one slips through the cracks. Send automatic push notifications to remind your clients of outstanding tasks.

Marketing Centre

Build and deliver email campaigns to your referrers with the Marketing Centre and track the success rate of all your communications.

“Our time spent on sending quotes, answering phone calls and chasing clients for business has dropped significantly since we have started using Perfect Portal. Everything is in one place and very user friendly. Our clients love receiving the updates via the App, especially the moving truck.”

Grace Fong