Enhance your client experience

Keep clients engaged and informed every step of the way, with regular updates through email, SMS and push notifications.

Real-time, personalised updates to clients

Get your team off the phone and their emails by automating updates to clients, saving your team time and delivering a better client experience.

Personalised updates: Pro-actively keep clients in the loop with tailored notifications sent at every stage.

Boost productivity: Free up your team’s time to focus on revenue-generating activities.

Retain and grow: Drive repeat business by providing an exceptional five star service.

Keep your clients updated at every stage while saving time for your team and without losing the personal touch.

Want to see how? Get in touch to book a personalised demo.

Set your firm apart and deliver the ultimate client journey with fully-branded communication at every touchpoint.

Fully-branded: Bespoke mobile app and online portal for your clients and referrers.

Professional templates: Unlimited access to a suite of branded email templates to automate your communication process.

SMS, Email, Push Notifications: Schedule and send personalised matter updates to all parties at the click of a button.

Powerful new business tools to capture and convert the right clients.

Promote your brand to stand out and build trust.

Engage, support and gather vital client information.

Make better business decisions using insight.

Ready to see how Perfect Portal can help you generate more work?

Get in touch to book a demo today. 

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137 Fylde Road, Southport, PR9 9XP