Case Study: PCS Legal achieves faster quotes and more new business with Perfect Portal

How Perfect Portal has helped the law firm realise efficiencies and win new business

PCS Legal, a specialist conveyancing and probate firm, faced a significant challenge when its existing quote platform ceased further development, hindering operations and failing to meet client demands for speed and transparency. The firm needed a modern solution to streamline its quoting process, which is crucial for generating new business. They turned to Perfect Portal for its integrated business management and quoting platform.

Perfect Portal implemented a system that provided immediate quotes with minimal mandatory fields, integrated with the firm's LEAP case management software, and included a branded client app. The results were immediate: the firm saw an increase in business intake, saved time with automated reminders, and gained valuable feedback from the system. Perfect Portal's solution also enabled the new business team to handle 100-200 quotes per day more efficiently and helped win new business from referrers.

PCS Legal

Karen Turner

Business Development Manager