Independent legal software provider Osprey Approach is delighted to announce its latest integration with Perfect Portal, an award-winning new business management and client onboarding platform.
The integration provides a more efficient and streamlined onboarding process that saves time internally and delivers a modern, convenient service to clients. It allows law firms to easily convert a prospect client from Perfect Portal into an active matter within Osprey, enabling firms to share and manage quotes and cases seamlessly.
As Perfect Portal works across all areas of law, Osprey’s clients can convert any work type into Osprey.
When using the Osprey and Perfect Portal integration law firms can:
- capture and manage leads in Perfect Portal and convert to Osprey when they’re a live matter;
- carry out a client duplication check and review matter details before importing to Osprey so that new matters are created for existing clients;
- automatically populate key client and case data in Osprey from Perfect Portal to utilise in future documents or communications;
- update multiple parties effortlessly as you progress a case. Save time and keep everyone informed by syncing case status updates from Osprey directly into Perfect Portal;
- use the integration across all work types and practice areas.
Alex Hiscutt, head of product & professional services at Osprey Approach, said:
“We’re really excited about our latest integration with Perfect Portal. Some of our clients are already realising the benefits, such as a reduction in the time taken to onboard clients, as well as streamlining internal efficiencies.
“This includes firms making use of Osprey’s workflows, as the integration means law firms can keep clients updated at every stage using their very own app.”
Yvonne Hirons, CEO at Perfect Portal, added:
“The integration between Perfect Portal and Osprey Approach makes the entire process from initial enquiry to case completion more efficient, helping firms save time and boost productivity. With key stages managed directly in Osprey, law firms can ensure all parties stay informed on case progress at every step with just a single click.
“This integration enables firms to make the most of every opportunity to convert more new business, communicate effectively with clients and referrers, while managing and tracking firm performance.”
For more information on the integration and what it means for your law firm, visit Osprey Approach’s website.
