Perfect Portal - New business management system
New business management and client onboarding platform
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Win More Work with LEAP and Perfect Portal
Perfect Portal is the new business management platform, integrated with LEAP, that helps you win more work, boost conversions, save time and deliver a client-centric journey.
From initial client intake to matter completion, every step is designed to save you time and reduce admin with all data captured, mapping straight into LEAP.
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Win more work and scale with confidence
Capture, manage, and convert leads from your website, referrers, and private clients in one easy platform. Real-time alerts help you engage warm leads instantly.
When a client instructs, convert leads into a matter in seconds, with all details and fees auto-filled straight into LEAP.
Onboard clients via your app with tasks and forms. Keep them updated with chat and personalised updates.
Use smart dashboards to track performance and drive growth.
Benefits of the Perfect Portal integration
Seamless data mapping
All data captured through Perfect Portal, from initial intake to in-depth questionnaires, maps directly into LEAP.
Deliver a client-centric journey
Smoothly onboard and communicate directly with clients through your firm’s own branded app.
Grow your firm
Access Company Analytics, client feedback and campaign tracking to optimise your firm’s performance.
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
LawConnect Lead Generation
Connecting you with potential clients through the LawConnect consumer platform and LEAP Leads.
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.
New business management
Enjoy conveyancing efficiency from quote to settlement. Create a matter in LEAP from an instructed quote in Perfect Portal with ease.
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.
Streamline will writing
Allow solicitors, will writers and estate planning professionals to draft legal documents with ease using plain English.
End-to-end digital conveyancing
From client onboarding and running searches to post-completion and e-signature services, digitalise the entire conveyancing process.
Streamline estate due diligence
Comprehensive heir tracing and estate due diligence to support thorough investigations, manage risk, and ensure compliance.
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Accounting & bookkeeping
The leading cloud accounting software seamlessly integrates with LEAP providing access to legal and office accounting anywhere, any time.
Personalised law firm reporting
LEAP has the only Microsoft-certified connector for Power BI. Providing a business analytics solution for customised law firm reporting.
Create e-bundles in minutes
Contemporary and customisable trial bundles allowing you to create with ease.
Data management solution
Securely store and manage closed matter files with File Republic, with 24/7 digital access.
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.
E-bundling solution
Our integration with Zylpha utilises your LEAP matter data, helping to automate much of the process when creating your trial bundle.
Automate processes
Build intelligent workflows to automate document production, order searches, create tasks, update critical dates and more.