Case Study: GloverPriest streamlines case management and improves efficiency with Perfect Portal and Tikit Partner for Windows

How Tikit Partner for Windows and Perfect Portal make the firm a more transparent and efficient business

GloverPriest, a midlands-based law firm, sought to unify its disparate systems and improve efficiency across its multiple offices while maintaining its high-street, client-focused identity. The firm turned to vendor Perfect Portal, integrating it with Tikit Partner for Windows (P4W) to create a seamless, cradle-to-grave system for case management, accounts, and conveyancing.

The integration between Perfect Portal and P4W streamlined client intake by automatically transferring quote data into new matter creation, eliminating manual duplication. This saved legal secretaries 5-10 minutes per case, amounting to a substantial time saving across the 7,000-10,000 cases opened annually. The solution also improved transparency, aided compliance, and supported the firm's growth without requiring additional accounting staff.

GloverPriest

Lee Salih

Business Director