Improving our clients’ property matters with the Perfect Portal system

Clients working with our Residential Property team can now expect a more efficient process when buying or selling a property, further to our integration of Perfect Portal in our systems.

Perfect Portal is a digital system that allows our clients who are in the process of buying or selling a property to have improved visibility over their conveyancing matter, with access to up to date information that lets them track progress at every stage.

As a conveyancing client with Brachers, you now benefit from a website portal or mobile app which gives you convenient 24/7 access to your account and notifies you when you have a new update on your matter. You can also securely complete required tasks such as ID verification, and viewing or signing documentation, as well as communicating directly with your lawyer via the in-built messaging system.

This simplifies and speeds up the completion of necessary tasks and information, allowing your lawyer to start and progress with the legal work much more quickly and efficiently.

Another benefit of the digital format of the Perfect Portal system is that it removes the need for in-person meetings between you and your lawyer. This creates a more convenient process for you and aids in progressing the matter more quickly and efficiently.

Kate Baigent, Head of Residential Property at Brachers, said: “This is a hugely beneficial development for our clients, who now have much clearer oversight of their matters with us. Buying or selling a property can often be a lengthy and stressful process. We are really pleased that, with the introduction of Perfect Portal, we now have a more efficient and effective process for our clients.”

Tom Hall, Chief Operating Officer at Brachers said: “Our investment in technology over the last couple of years reflects our commitment to improving how we work and the service we deliver. Perfect Portal is a great system for both our staff and our clients, with increased automation and improved insight and transparency enabling our lawyers to manage their matters more effectively and enhancing the high standard of service that our clients have come to expect.”

Perfect Portal will complement the other online tools we have already adopted to streamline and improve client experience. This includes Settify, which enables our clients to start the process of instructing a lawyer online via a simple questionnaire, for matters relating to family, wills, estates and probate.

The is the latest in a series of technology updates at Brachers, as part of our focus on digitalisation and automation to improve internal processes and client experience. In 2021 we were nominated for two awards in recognition of our use of technological innovation and a focus on continuous improvement in systems and procedures to drive business management and excellence in client care.

This content is correct at time of publication