Perfect Portal

Perfect Portal helps you attract more conveyancing work and increase your profits; affording you independence throughout each transaction.

The purpose-built conveyancing sales management system puts you in control of the conveyancing process by giving you visibility of activity including quotes, referrer activity, and milestones for each transaction.

An interactive dashboard is at the heart of the end-to-end system. Your conveyancing team has visibility of all transaction activity, while clients can check sections of the transaction that relate to them, and estate agents have the added ability to log transaction activity. Each party has a dedicated login portal, so they see only what relates to them. Automated activity notifications save you time by replacing phone calls and emails about the status of a matter.
Generate multiple fee scales for each estate agent, so they have the flexibility to quote competitively and win more business. Use the system to strengthen relationships with your estate agents mortgage brokers.

In addition, sophisticated reporting tracks all inbound leads; from enquiry to completion of the matter. Analyse your conversion rates and discover opportunities to win more work for your firm.
Perfect Portal can generate and email quotes in just one minute; and allows you to follow-up leads at the click of a button, using customised email templates.
Boost your competitiveness further with a custom-built website that includes a client quote calculator. Be open for inbound business opportunities 24 hours a day, seven days a week.

Balmoral Lodge
1st Floor,
139a Cambridge Road
PR9 7L

Conveyancing Firms & People Insight Property Market

Perfect Portal shortlisted for the British Conveyancing Awards

On 30th April 2021, The British Conveyancing Awards announced which law firms, teams, individuals, and legal technology providers were shortlisted for the seventeen separate categories for this year’s awards. The judges have factored in the uncustomary nature of the past year, by considering how the nominated candidates have worked through such adversities to best support […]Read More

Firms & People Insight Organisations

App Based Digital Onboarding Solution: InfoTrack eCOS + Perfect Portal

Perfect Portal invite you to join this webinar to learn how this exciting new integration from InfoTrack and Perfect Portal can accelerate your firm’s onboarding process by accessing eCOS through a convenient and fully branded mobile app for your firm. In this 45-minute session, they will be demonstrating how these two market-leading technologies can speed […]Read More


App-Based Digital Onboarding Solution by InfoTrack & Perfect Portal

Streamline client onboarding with your very own mobile app. Electronic client onboarding solution (eCOS) is a powerful advancement within the legal industry. Perfect Portal, a market-leading legal technology provider, has integrated eCOS into their branded mobile app for law firms to provide a streamlined digital onboarding journey for their clients. This seamless integration of both […]Read More

Firms & People Organisations Technology

Introducing: Perfect Portal and Redbrick Solutions Integration

Perfect Portal and Redbrick Solutions have combined their technology to provide their mutual clients with the platform to convert more leads whilst offering an enhanced consumer experience. “Everything we do is client-centric, and uniting our technologies seemed the natural next step in ensuring our mutual clients could access both Perfect Portal and Redbrick Solutions seamlessly. […]Read More

Firms & People Property Market

Perfect Portal Acclaimed At The 2019 Eclipse Proclaim Modern Law

Perfect Portal, a legal software business from Southport proudly went home with two awards after the 2019 Eclipse Proclaim Modern Law Conveyancing Awards in Liverpool. Founder and CEO Yvonne Hirons has been hand-selected by a panel of expert judges to receive one of the most prestigious awards of the night: The Outstanding Achievement Award. Recognised for her preeminent influence […]Read More


Firms Must Adapt To Changing Consumer Behaviour

There was a time when a consumer’s purchasing opportunities were restricted: Sunday meant that the shops were closed and by the time the sun had set on another day, so had the ability to shop. Business and shopping hours were finite and limited. With technological advancements, our shopping experience is now 24/7. Consumer expectations have […]Read More


The Importance Of Price And Service Transparency 

A recent report by the Bar Standards Board (BSB) has found that the public have severe misunderstandings and negative attitudes toward legal service providers. In particular, perceptions of affordability deter many people from using legal service providers. BSB research has found that a staggering 63% of the UK population do not believe that professional legal […]Read More