Smartforms UK

F E A T UR E I NS I G HT

Dynamic Smartforms: collect & share key client data, pre-conversion.

Smartforms streamlines processes within legal departments outside of property and reduces the need for lengthy administrative tasks.

Wills & Inheritance Questionnaire

Do you have a Will(s) currently in place?

YES

NO

Do you consider anywhere other than England & Wales your permanent home?

YES

Comments

NO

Case progression made easy with Smartforms Our expertise in understanding the challenges and time pressures case handlers face, has ensured we have focused on making life easier for you, creating solutions that are both useful and user friendly.

We have designed Smartforms with you in mind. We know how important it is to get the correct matter details as early as possible to ensure easy matter progression for your and your client.

These dynamic questionnaires remove the need for you to chase clients for further details to open the case, you can set the questions you need to get the right information from the moment the client starts to fill in the form.

Assign cases internally at pre-conversion status We understand that law firms want to review internal processes and adapt smarter ways to work, so we have created Smartforms for other areas of law, that collect key matter related data directly from the end client, preconversion. This means you have vital case information upfront and can make informed decisions on which case handler is best placed to work on the matter and share that data with them at the touch of a button.

Smartforms provides one source of truth, there is no need to re-key any data or for clients to repeat any information they originally provided.

Engage with clients earlier and gain vital information quickly These questionnaires have been designed to be completely flexible and easy to use. Your potential clients can start to fill in the form via your branded app or desktop from the comfort of their home or on the go, at a time that works best for them. No more lengthy phone calls or meetings in the office to extract the information you need.

The beauty of Smartforms is that they are fully dynamic and only the key questions that are relevant to the matter need to be answered, saving you and your client’s valuable time. There is no longer the need to read through pages and pages of questions and answers.

Smartforms allow you to get case ready pre-conversion.

B A L M OR A L L E GA L

Now

Hi Jane, Your quote should be as individual as you are!

The better we get to know you, the better job we can do for you.

To provide you with a bespoke quote, please activate your account and complete your questionnaire within our app.

Streamline experience Clients can complete, save, and store forms within your branded app.

Generate quotes Decide if your Smartforms will provide potential clients with tailored quotes, prior to even speaking to you.

Save valuable time Gain vital information from the start of the inquiry. No more waiting for clients to complete lengthy hardcopy paperwork.

“Smartforms allows our clients to do everything on their phone through our branded app. Most of our clients work full time like us, we now don’t have to ask them to take time out of work to come into the office to fill in the forms.”

Lucas & Wyllys Smartforms’ early-adopter

Improve the flow of data and reduce delays Through the early capture and sharing facility of the data, case delays will be dramatically reduced as everything you need will be stored securely within Perfect Portal.

Smartforms provide an easier flow of data which is pushed straight to your integrated Case Management System once you have converted the case, ensuring everything is in one place and accessible by your team whenever they need it. Smartforms eliminates the need to copy documents or prepare numerous emails, Perfect Portal do all that heavy lifting for you.

“Smartforms are very easy to use and simple to set up. You can really tailor them to suit your needs and they allow us to be transparent when quoting our clients.”

O’Hara Solicitors Smartforms’ early-adopter

FAQ’s Can we edit forms if the client forgets to add certain information?

Prior to converting the matter, you can amend or update the form on behalf of your client if needed. Smartforms saves all the data so you never have to re-enter the information and you can add additional data as and when required.

Is there any development work required to create these bespoke forms?

There is no development work needed to get started with Smartforms. You have full control on the length of the form and the questions within them. We have created some Best Practice forms to help if this is a brand-new process for you and we are on hand to help, every step of the way.

Can we generate quotes with Smartforms?

Yes! Smartforms are more than just data collecting questionnaires. We have included tools within the system that can generate matter and question specific fee scales which will produce a fully branded quote, meaning you have the flexibility to use Smartforms as a way to deliver quotes based on the information provided.

Bringing the future to life Contact Us

01704 827 447

sales@perfectportal.co.uk www.perfectportal.co.uk