InfoTrack has now integrated Perfect Portal’s Quote Management services into its digital conveyancing platform, bringing new business quoting and digital client onboarding closer together for law firms.
For Perfect Portal clients this feature replaces the standard Quote functionality in InfoTrack with the market leading quote creation and pipeline management capabilities of Perfect Portal.
By connecting quoting with the wider onboarding process, firms can reduce disconnected steps between generating new business and progressing to client onboarding. Perfect Portal helps firms capture and manage new enquiries, while InfoTrack’s Electronic Client Onboarding Solution (eCOS) supports key onboarding and compliance requirements, including ID Verification, AML screening, Source of Funds and Source of Wealth checks and digital forms.
The integration reflects the closer working relationship between InfoTrack and Perfect Portal, helping law firms connect more stages of the client journey and manage new business and onboarding more efficiently.
Sam Jordan, InfoTrack’s Chief Operating Officer, commented: “This integration reflects the increasing closeness of these two services which is allowing legal firms to manage new leads to new clients in one seamless process. In today’s fast-moving marketplace this is an important efficiency driver and competitive advantage.”
About eCOS
eCOS is a complete client onboarding and compliance platform for law firms. Bringing ID Verification, AML, Source of Funds and Wealth, Risk Assessments, TA Forms, eSignatures, and Payments into one connected journey. eCOS helps firms simplify processes, strengthen compliance and deliver a smoother client experience.
About Perfect Portal
Perfect Portal is the award-winning new business management solution for law firms – helping them win more work, deliver a smoother client experience and gain full visibility over their new business in one connected system. Capture enquiries 24/7 with the website Quote Calculator and Intake Forms, while the Solicitor and Referrer Portals keep leads organised. Clients can then onboard securely through the app with Biometric ID Verification, Source of Funds checks, Digital Payments, and Digital Forms while the New Business Dashboard, Report Suite and a range of integrations, and automations help firms manage performance and grow with confidence.
This article was submitted by eCOS by InfoTrack as part of an advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the advertiser and not those of Today’s Conveyancer.
