Perfect Portal [1], a leading provider of legal technology solutions, has launched its Automation of Onboarding, designed to help law firms save up to 30 minutes on every new client file while providing a smoother, faster, and more consistent experience for clients and staff. By replacing traditional manual onboarding processes with a fully integrated, branded digital platform, Perfect Portal empowers firms to streamline workflow, reduce errors, and improve overall client satisfaction.
Today’s clients expect digital-first experiences, secure handling of their data, and clear, timely communication. Research shows that three in four clients prefer digital solutions, one in three worry about data misuse, and 41% are frustrated by unclear updates. Automation of Onboarding meets these expectations by allowing firms to schedule onboarding tasks at key stages, deliver documents at the right time, guide clients through each step via push notifications, and provide a consistent onboarding process for every matter type. This reduces repetitive admin work, minimises human error, and ensures a professional, client-focused experience.
Firms already using Perfect Portal’s Automation of Onboarding report significant efficiency gains. Sophie O’Hara of O’Hara Solicitors said, “We’ve saved a full day of work each month across the Conveyancing Team since automating our onboarding”.
Mike Leeman from Bell Lamb & Joynson added, “Automating our onboarding is saving us 30 minutes on every new file we open”. Beyond saving time, the feature helps firms reduce training needs, improve accuracy, accelerate payment collection, and provide clients with a secure, guided onboarding journey.
Perfect Portal continues to innovate in legal technology, helping law firms streamline administrative workflows, protect sensitive client data, and deliver a consistent, professional service across all matter types.
To learn more about Perfect Portal’s Automation of Onboarding and start saving time on every new file, get in touch today.
📧 sales@perfectportal.co.uk
🌐 www.perfectportal.co.uk [2]