Perfect Portal is designed for all your new business management needs. The software uses a technology‐forward approach to seamlessly manage the entire process from quoting to conversion and client and referrer relationships. It gives users the ability to use real‐time data to analyse their performance through a convenient dashboard and quickly send conveyancing quotes out to customers.
Key benefits of the Tikit P4W and Perfect Portal integration:
- 360‐degree solution from quote to settlement.
- Automatically create a matter in P4W after instruction.
- Conflict check with P4W when adding new client details in Perfect Portal
- Complete key milestones direct from P4W to update clients on matter progress
Join us for a webinar on the 19th September at 12.00pm to learn more about the new integration and how you can grow your practice and manage your clients with the help of Perfect Portal and Tikit P4W.
To register for this webinar please click here.