Introducing: Perfect Portal and Redbrick Solutions Integration
Perfect Portal and Redbrick Solutions have combined their technology to provide their mutual clients with the platform to convert more leads whilst offering an enhanced consumer experience.
“Everything we do is client-centric, and uniting our technologies seemed the natural next step in ensuring our mutual clients could access both Perfect Portal and Redbrick Solutions seamlessly. We work better together and streamlining our systems has enabled law firms to work more efficiently, thus reducing the average time it takes for a consumer to complete their journey.” Yvonne Hirons, CEO & Founder of Perfect Portal
Perfect Portal is the digital onboarding and client-centric solution for law firms. Their system enables firms to enhance client experience through a fully branded mobile app that supports every area of law, with integrated features from Verification of Identity and Funds, Payment on Account and Matter Updates.
Their multi-integrated mobile apps are currently flourishing in the legal market, as the more conventional structures of face-to-face conveyancing have been put on hold due to the constraints of the pandemic.
Together with Redbrick Solutions award-winning case management system, law firms will be at a notable advantage amongst their competitors, for their software systems will be unified, thus creating a more sophisticated digital platform for their staff to better manage client matters.
Jo Hodges, Sales and Marketing Director of Redbrick Solutions commented “We are delighted to be working with Perfect Portal to offer a streamlined service to the legal sector, helping firms manage new business enquiries and convert more leads. Working with Perfect Portal will enable our clients to provide a complete digital solution to the home mover. Perfect Portal are experts within this field, and we are excited to be integrating with them to share their expertise with our clients.”
Eliminate double keying. Effortlessly transfer client and matter data from Perfect Portal to Redbrick Solutions. During the importing process, a matter duplicate check immediately takes place to identify existing clients, and if such clients require personal detail amendments/updates.
Perfect Portal’s Key Stage notification function serves to inform all involved parties of ongoing developments within a matter via your firm’s branded mobile app. This is an integral component to ensuring clients, staff and third-party beneficiaries remain both aware and in control of proceedings: this feature is now directly accessible via Redbrick Solutions.
One Step Ahead…
As lockdown continues to ease across the country, firms will be looking at consumer and buyer behaviour and how it has evolved throughout such adverse circumstances. The law firms that will thrive are the ones that are committed to investing in their digital offering through providing a complete digital solution to their clients.
To ensure mutual law firms & conveyancing providers of both Perfect Portal and Redbrick Solutions can better understand how this integration works, there will be a webinar with a host of guest speakers that will discuss and guide viewers through both systems, presenting how the integration works and how future users can utilise this latest integration to its intended effect.
To learn more, register for the upcoming webinar taking place on Tuesday, April 27th at 11 am: https://bit.ly/3e4oLqH