Big news - we’re excited to announce that Convey Insights has been fully integrated within the Perfect Portal dashboard.
Perfect Portal is an award-winning client onboarding and new business management software that helps law firms manage referrals, streamline onboarding and keep clients updated in real time. Since 2014, Perfect Portal has been helping firms win more work and improve efficiency with lead generation, instant quotes, a branded mobile app and tools to remove repetitive admin so conveyancers can focus on cases.
Our insights are just a few clicks away for Perfect Portal clients. The integrated Convey Insights tool gives conveyancers clear visibility of their performance compared to competitors, broken down by property type, price band and tenure. It provides law firms with data that they can use as compelling marketing messages, such as “we transact the fastest” or “we have the biggest market share.” Use these messages to win new business or convert instructions. What’s more, the tool also highlights which estate agents are the strongest potential partners. With Convey Insights, law firms can make confident, data-driven business decisions and daily market updates, giving busy law firms the clarity they need.
By working together, we aim to solve a common challenge for law firms: a lack of visibility into their performance. It’s two powerful tools combined into one seamless experience! If you’d like to discuss the Perfect Portal collaboration or our Convey Insights tool, please get in touch!