InfoTrack announces integration with  Perfect Portal

InfoTrack announces integration with Perfect Portal

InfoTrack, the conveyancing services company, has integrated with Perfect Portal to help conveyancers generate, convert and manage new business quickly through a fully integrated and easy to use online platform.

Now with 59% of UK home-movers reaching out for quotes using online channels, and this number continuing to grow, the integration of InfoTrack and Perfect Portal enables conveyancers to generate quotes in less than two minutes, ensuring they are able to meet the expectations of the always-on consumer.

The integration eliminates unnecessary manual admin related to quoting, including accessing, submitting and updating fees, which ultimately saves time and reduces the potential for errors. Users of this integration receives reminders to follow-up on quotes, and the platform captures all client communication, converting quotes to instruction quickly, guaranteeing maximum efficiency and increased conversion rates.

To showcase the benefits, InfoTrack and Perfect Portal will be hosting a webinar on the integration.

Growing your Business with InfoTrack & Perfect Portal

Thursday, 20th September – 12pm

Richard Roberts, Managing Director at Derbyshire Legal Services Limited says, “We have been delighted with the Perfect Portal and InfoTrack integration to assist us with the amalgamation of our three offices. The systems have enabled me as Managing Director of the firm to monitor volume of Conveyancing work for the staff and ensure that the pricing structure for all three firms remains consistent. Clients seek accurate figures at a time to suit them and the InfoTrack and Perfect Portal solution enables us to provide this to them in a professional and personal way.”

The Perfect Portal dashboard is accessible from within InfoTrack, meaning law firms will not need to update systems or manage multiple portals, further streamlining the conveyancing process.

Adam Bullion, General Manager of Marketing, at InfoTrack said: “One of the biggest changes we’ve seen in recent years is consumer loyalty. The previous blind loyalty towards a local conveyancer or recommendation from an estate agent is being challenged with online accessibility. If consumers struggle to get a quote online, they will not think twice about using a company available on the channels they use. Perfect Portal’s solution will aid InfoTrack’s vision to help make legal services more efficient, transparent and allow conveyancers to modernise their approach – standing-out from their competitors.”

This article was published by InfoTrack as part of their advertising agreement with Today’s Conveyancer.

The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

InfoTrack

http://wwww.infotrack.co.uk/

InfoTrack is pioneering the digitisation of legal processes. They provide a powerful suite of solutions across client onboarding, identity verification, e-signature, and conveyancing services. Their services help to assure compliance, enhance the client experience, and improve productivity within law firms. InfoTrack takes on the burden of paper-intensive, demanding administrative tasks within a single, award-winning platform. Providing best-in-class integration solutions with more than a dozen case management systems, as well as HMRC, HMLR, Companies House, and LMS. InfoTrack empowers firms to focus on delivering an exceptional client experience with every transaction. Onboard better: Digital client onboarding with InfoTrack eCOS (electronic Client Onboarding Solution) from InfoTrack brings together everything law firms need to digitally onboard clients, streamlining the process and saving weeks on every matter. The digital portal and app provide a fully branded digital onboarding service, including client care packs, Verification of Identity and Funds, onboarding questionnaires, and licensed Law Society TA forms in a single, unified platform. Discover eCOS now. Digital AP1s made easy InfoTrack has helped over 1,000 law firms submit 750,000 digital AP1s to HMLR via InfoTrack since 2016. As the most popular provider of digital AP1 submissions to HMLR, you can trust InfoTrack’s specialist AP1 experts will make switching stress-free. Find out more. Why should law firms choose InfoTrack?

  • InfoTrack enables end-to-end digital conveyancing through a single platform, including electronic client onboarding, automated report on title creation, digital AP1 submission, and LMS integration
  • Integration with CMS and all relevant conveyancing providers and government departments
  • Provides law firms with documentable evidence to support more than one third of the CQS assessment categories
  • Pay as you go, so you only pay for the services you use
  • Improves productivity, saves times, and minimises risk
  • Technology automates processes to enable firms to spend more time delivering quality client experiences
Key Services Key Contact Tel: 0207 186 8090 Email:sales@infotrack.co.uk Address InfoTrack Level 11, 91 Waterloo Road London SE1 8RT

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