Perfect Portal - New business management system
New business management system
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Harness the power of LEAP and Perfect Portal
LEAP integrates seamlessly with Perfect Portal, a purpose-built conveyancing sales management system that enables conveyancers to generate more conveyancing instructions and increase their conveyancing volume.
Enjoy the ultimate in conveyancing efficiency with a 360-degree solution from quote to settlement. The integration enables you to create a matter in LEAP from an instructed quote in Perfect Portal with a click of a button.
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Simplify processes and increase revenue
Law firms are equipped with a unique software solution to manage, process work efficiently and boost revenue. Perfect Portal helps conveyancers secure more work by streamlining quote generation through three methods.
Online via Instruct, a web quote calculator on the conveyancer’s website
Privately via the software
Through their referrers network (estate agents/mortgage brokers) who gain their own portal, for free, to quote on a conveyancer’s behalf
Benefits of the Perfect Portal integration
Create strong partnerships
Build and manage successful referral partnerships with local estate agents and mortgage brokers with Perfect Portal helping you grow your network of referrers.
Manage all opportunities
Capture prospective business at the point of initial enquiry through multiple opportunities via your website, over the phone or through referrals.
Fully organised process
Manage your sales process and pipeline, communicating effectively with all parties involved in the transaction throughout the process.
Start enjoying the benefits of Perfect Portal today
Tell us a little about yourself and we'll connect you with someone from our team who can share more about Perfect Portal and answer any questions you have.
LEAP integrations and apps
Legal guides and precedents
Access matter plans, practical commentaries, drafted precedents and more directly from your matter.
Financial services made easy
A swift and secure way for law firms to get paid, improve back office efficiencies, cash flow and generate cost savings.
Create e-bundles in minutes
Contemporary and customisable trial bundles allowing you to create with ease.
Collaborate with clients online
Provide your clients secure, easy access to legal documents, online payment options and legal services online.
Efficiency outside the office
Practice at home, off-site at a meeting, in court or even on the train - just as though you were working from your office network.
Leading cloud accounting software
Matter accounting and SRA compliance needs are met by LEAP, for the nominal ledger, LEAP integrates elegantly with Xero.
Data management solution
Securely store and manage closed matter files with File Republic, with 24/7 digital access.
End-to-end digital conveyancing
From client onboarding and running searches to post-completion and e-signature services, digitalise the entire conveyancing process.
Automate processes
Build intelligent workflows to automate document production, order searches, create tasks, update critical dates and more.
Your firm's AI legal assistant
Access AI generated responses to your legal questions, verified by qualified solicitors across the UK.
Improve business performance
Automate new business enquiries, fine tune marketing, optimise customer experience and understand your firm’s health at a glance.
Streamline will writing
Allow solicitors, will writers and estate planning professionals to draft legal documents with ease using plain English.
E-bundling solution
Our integration with Zylpha utilises your LEAP matter data, helping to automate much of the process when creating your trial bundle.