Tikit, a global provider of technology solutions to legal firms, has today announced Perfect Portal, a new business management system, will be integrated with P4W, its flagship practice and case management system.
Perfect Portal is designed for all the new business management needs legal professionals may have. It gives users the ability to send conveyancing quotes to customers within seconds and uses real‐time data to analyse firms’ performance. The software uses a technology‐forward approach to manage the entire process from quoting to conversion.
Yvonne Hirons, CEO at Perfect Portal says, “the integration between Perfect Portal and Tikit P4W saves the users time and makes the entire process from quote to completion more efficient and seamless. The key stages related to the case, can be completed directly in Tikit P4W, thereby keeping all parties updated on the progress of the matter with one simple click. Through a convenient, fully integrated and easy to use online platform, firms can take advantage of every opportunity, convert more new business, communicate effectively with all parties and manage performance of their firm and referrers.”
Adrian Jones, Product Director at Tikit, says, “this seamless new integration will give users the ability to capture prospective clients using Perfect Portal to generate quotes. When the client accepts the quote and instructs the firm, the client and matter is automatically created in P4W, along with all the related data. Fee earners can also keep the client automatically updated of all key case milestones from P4W in Perfect Portal.”
To find out more about Perfect Portal email firstname.lastname@example.org
Tikit will be demonstrating the Perfect Portal/P4W integration in an exclusive webinar scheduled for Monday 19th September 2017 at 12:00 GMT. Visit https://www.tikit.com/news-events/tikit-webinar-perfect-portal-p4w-integration/ to register. Perfect Portal will also be exhibiting at the P4W National User Group Conference on 15th and 16th November in London.