Contact Details

137 Fylde Road, Southport, Merseyside, PR9 9XP

01704 827447

The award-winning new business management solution for law firms.

Perfect Portal is the award-winning new business management solution for law firms - helping them win more work, deliver a smoother client experience and gain full visibility over their new business in one connected system. Capture enquiries 24/7 with the website Quote Calculator and Intake Forms, while the Solicitor and Referrer Portals keep leads organised. Clients can then onboard securely through the app with Biometric ID Verification, Source of Funds checks, Digital Payments, and Digital Forms while the New Business Dashboard, Report Suite and a range of integrations, and automations help firms manage performance and grow with confidence.

Special Offer

Any firm signing up to Perfect Portal following a demo igniting from this conference, we will guarantee No Set Up Fees of the Perfect Portal account (usually £795 + VAT)

The experience gap: Rethinking client onboarding for modern firms.

Fee earners expect onboarding to be clear and efficient. Clients expect it to be simple and easy. In reality, it often feels slower, more fragmented, and harder to navigate on both sides.

This guide explores that gap - and what it means for modern law firms.

Download the guide today

Capture tools

Quote Calculator - Deliver instant, tailored quotes directly on your website, helping convert interest into instructions faster and more professionally. Intake Forms - Capture enquiries 24/7 with flexible online forms that make it simple for potential clients to take the first step. Solicitor Portal - Add and manage leads instantly in one place, removing spreadsheets and manual admin so no enquiry or opportunity is ever missed. Referrer Portal - Referrers have their own portal to submit leads easily, which drop straight into your portal for faster follow-up and more work.

Get in touch to find out how Perfect Portal can help your firm win more work.

Onboard tools

Biometric ID Verification - Verify client identity securely using biometric and NFC checks, meeting Safe Harbour standards and reducing fraud risk. Source of Funds Checks -Clients complete source of funds checks within the app, keeping compliance simple, secure, and auditable. Digital Payments -Request payments, and clients pay securely through the app, reducing chasing and creating a smoother experience for all. Digital Forms - Replace paperwork with smart digital forms, including TA6, TA7, TA10 and adaptive Smartforms that reduce admin. Client Communication - Centralise communication with secure messaging, document sharing, progress updates, and interactive To Dos in one app.

Get in touch to find out how Perfect Portal can help your firm deliver a smoother client experience.

Manage tools

New Business Dashboard - Easily view your pipeline see progress, conversion status, and where action is needed. Company Analytics Dashboard - Access real-time insights into lead sources, conversions, and performance for smarter decision-making. Report Suite - Access 30+ on-demand reports, for an at-a-glance view of overall new business performance. Client Reviews -Collect, manage, and share reviews easily, strengthening trust, social proof, and your firm’s reputation. Efficient Automations -Automate updates via email, SMS, and push notifications to keep clients informed. Enhanced Integrations – Connect Perfect Portal to leading case management systems, search providers, and payment partners to streamline workflows.

Get in touch to find out how Perfect Portal can help your firm gain full visibility of your business.

The Solicitors Group