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 & Apps
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.
Create e-bundles in minutes
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, creating tasks, updating critical dates and more.
Your trusted AI legal assistant
Access AI generated responses to your legal questions, verified by qualified solicitors across Ireland.
Collaborate with clients online
Share documents with your clients securely, provide convenient access, e-signature capabilities and legal services online.
Market-leading Will and LPA builder
The seamless integration with WillSuite allows solicitors, will writers and estate planning professionals to draft legal documents easily.
Leading cloud accounting software
Matter accounting and compliance needs are met by LEAP, for the nominal ledger, LEAP integrates elegantly with Xero.
Smart, simple accounting & bookkeeping
The leading cloud accounting software seamlessly integrates with LEAP to give you access to legal and office accounting from anywhere, at any time.
Create e-bundles in minutes
Reduce the labour intensive, time consuming and resource-heavy task of preparing an effective trial bundle.
Improve business performance
Automate new business enquiries, fine tune marketing, optimise customer experience and understand your firm’s health at a glance.