Your Branded App AU

The solution to digital client onboarding and the smart way to work with everyone involved in a transaction.

ONE APP + PORTAL FOR

Your Staff

Provide your staff with the tools they need to improve efficiencies, more effectively manage workloads, and enhance their overall productivity.

Firms that have achieved high growth over a sustained period of time have been able to do so due to two critical factors:

Focus on Client Experience

Focus on Firm Efficiency

ONE

Your Clients

Exceed expectations and offer an unrivalled client experience with a fully digital journey and enhanced communication every step of the way.

of consumers would prefer their solicitors to offer digital services

A safe journey from start to finish

Provide your clients with a secure and smooth journey from lead level through to the completion of their matter; ensuring their data, information, and documents are kept safe throughout.

Secure app access – clients can securely create an account, register their interest and access the app at lead level.

Two-factor authentication – an additional layer of cyber security.

Biometric verification – security process to verify the correct user through fingerprint or facial ID recognition.

Improve your processes and increase your rate of case conversion with the first ever fully dynamic pre-conversion Smartforms for all areas of law other than property related matters.

Multiple questionnaires - have the ability to enable additional fully dynamic questionnaires.

Bespoke quotes - generate bespoke quotes through ‘trigger’ questions and answers.

Initial data - use the form purely for initial data capture.

A quicker and more efficient client journey

The embedded To-Do list feature guides clients through a straightforward dynamic digital onboarding journey - without having to leave the app!

Push notifications – instant and automated alerts to inform clients when their action is required.

Interactive interface – shows clients how far along they are in the process.

Real-time updates – completion status updates to monitor progress and easily see what is next to complete.

Effortlessly keeping clients informed every step of the way

Exceed client expectations through proactive and convenient communication by sharing personalised matter updates and important documents all within the app.

Matter updates – personalised updates on the matter progress straight to the client’s phone.

Enhanced communication – chat and share documents via the encrypted platform with fully customisable settings to open and close the chat rooms at your discretion.

Seamlessly collect reviews – collect client reviews directly from the app and display them automatically on your website.

Thank you for your feedback

If you have any further comments you would like to share with us please do so below

Fantastic service and great app to track my matter! Thank you Jane for all your support, would highly recommend.

Offer the latest features to build strong long-lasting relationships

With the user-friendly navigation tool, clients can look around, find out more about your solicitors and the services your firm has to offer without having to leave the app.

Solicitor bio – adds a personal touch with some details about the Fee Earner handling the matter.

Increase client intake – easy to use refer a friend feature to boost client referrals.

Matter list – clients can easily manage more than one matter at a time within their app, building long-lasting loyal relationships.

Maximise your reach and grow your referrer network by making it easier for your referrers to generate, send, and manage leads on your firm’s behalf.

Quick and efficient – referrers can quickly generate and manage leads for all matter types.

Improved visibility – referrer access to personalised key stage updates including the estimated completion date.

The easier you make it, the more business the referrers will send you

Improve efficiencies, simplify processes, and build strong referral relationships

Referrers can easily enter client details and send leads automatically into your firm’s portal, enabling a seamless referral procedure with live matter progress updates.

Activity log – referrers can view and track matter activity at a click of a button.

Fully customisable settings – allocate specific fee scales and permissions for individual referrers.

Enhanced communication – notes feature allowing conversation between referrer and solicitor.

ONE APP + PORTAL FOR

Other Parties

Instant communication with all parties at the click of a button.

Communicating via your app and online portal with everyone involved can speed up transactions significantly and save your firm time and money.

Automate

Keep everyone informed throughout a transaction using automated personalised messages within one easy-to-use digital communication platform.

Personalised interface – send separate personalised messages tailored to each authorised party and keep everyone in the loop all within one easy process.

Simple communication – reduce inbound phone calls and email enquiries to the office asking for updates on the matter.

your workflow and save time with the power of key stages

Consistent brand journey for all parties from start to

Unlimited templates - design and create an unlimited number of email templates that are specific to the different areas of law you service and the parties involved.

A fully integrated digital solution for onboarding clients

“Our branded app looks professional and is designed well to match our company branding. Clients absolutely love the app as they feel more in-control of their journey by tracking matter progress and communicating with their conveyancer via the app. We are spending less time on the phone with the clients as they know how the matter is progressing, it has made our processes more efficient whilst keeping the communication flowing. Above all, Perfect Portal and our app makes us stand out from the competition, it gives us a more professional and modern edge.”

Blythe Director

Blythe Conveyancing

Amber

Amber