Perfect Portal is an award-winning digital new business and onboarding platform. When integrated with Osprey, it’s create a streamlined process from initial enquiry to case completion.
Save time & streamline client onboarding
Osprey Approach and Perfect Portal simplify the client onboarding process, allowing your firm to operate more efficiently and provide a better client experience from the very first enquiry through to case completion.
Perfect Portal services include:
Key benefits
Improved efficiency
Automate key tasks with the Perfect Portal and Osprey integration to save time and reduce errors. Eliminate repetitive data entry, streamline processes, and focus on delivering exceptional legal services.
Simplify client onboarding
Use intuitive digital tools to simplify client intake and provide a seamless onboarding experience. Convert leads into active matters in Osprey effortlessly, keeping clients informed and engaged at every stage.
Strengthen case visibility
Integrate Perfect Portal with Osprey to create a single, reliable source of truth. Automatically sync client and case details, ensuring all updates are reflected instantly and stored securely for complete matter transparency.
Streamline client onboarding with Perfect Portal
The integration between Perfect Portal and Osprey Approach simplifies client onboarding, reducing administrative tasks and allowing for quicker, more efficient processes. By converting enquiries directly into active matters within Osprey, firms can enhance the client experience from the first contact through to case completion.
- Convert prospects to live matters: Easily transition a potential client from Perfect Portal into an active matter in Osprey.
- Prevent duplicate client records: The integration automatically checks for existing clients in Osprey, reducing the risk of duplicates and keeping records accurate.
- Populate data automatically: Key client and case information is transferred automatically from Perfect Portal into Osprey, saving time and reducing manual input.
- Sync case updates seamlessly: Keep clients informed with automatic case status updates from Osprey into Perfect Portal.
Maximise efficiency and reduce admin
By automating time-consuming tasks, the integration between Perfect Portal and Osprey Approach helps law firms save time, reduce administrative overheads, and ensure the smooth management of matters. This results in more efficient practices and improved profitability, allowing firms to focus more on providing exceptional client services.
- Streamline data entry: Eliminate the need for re-keying data, reducing the risk of errors and increasing accuracy.
- Integrate with Osprey’s workflows: Automate key tasks and enhance internal processes through Osprey’s workflows, ensuring a smoother experience for both staff and clients.
- Centralise all information: Access all client and case details in one platform, maintaining full visibility and compliance.
- Support for multiple work types: While designed primarily for conveyancing, the integration can be used across multiple practice areas, making it versatile for various legal needs.
Perfect Portal Services
The Perfect Portal integration simplifies client intake and onboarding by automatically transferring data into Osprey, allowing you to easily manage enquiries and convert them into live matters.
Perfect Portal products and services include:
- Matter Updates
- Payment on Account
- Verification of Identity
- Verification of Funds
- Client Reviews
- Personalised Communication
- Referrer Portal & App
- Automated Follow-up Emails
- Triggered Updates
- Automation
- Conveyancing Quote Calculators
- Lead Intake Forms
- Contact Us Form
- Client Review Widget
Find out more about the powerful Perfect Portal integration
Osprey integrates with your most loved business tools
Access better software support and an all-in-one solution
Upgrade your practice and case management system today, to Osprey, and make it easier to run your firm. Book an initial demo to see the software in action, get pricing details, and information on our implementation and data migration services.
