Compliant client onboarding and identity verification
Complimentary, all-inclusive AML/CTF solution
Order all your searches and certificates in one place
A dynamic, matter specific environment
Manage family law matters with one solution
Simplify estate administration and planning
Review contracts faster with AI-assisted precision
Electronically lodge registry documents and settlements
Securely collate client financial documentation
Serve documents fast with tracking
Practice Management Integration
Streamline administrative tasks and optimise workflows
Access our support guides for comprehensive self-help assistance
Allows suppliers to connect their products and services with the InfoTrack Ecosystem
Learn how software and integrations can transform the way you work
Find out the latest industry updates
Take on compliance with confidence
Take your professional development to the next level
Cyber Security Awareness Training
Build your cyber resilience
Discover leading edge property insights
Access InfoTrack directly inside Claude Cowork
In the third part of Peta Stewart’s series, she explains how using technology like Perfect Portal has created greater transparency and helped her meet the evolving needs of her clients. You can check out Peta’s advice on e-conveyancing here and business development here.
How have the expectations of your customers changed in the last couple of years?
Customers expect speed and efficiency more than ever before. With the rapid advancement of smartphones, branding and online services, people want information at their fingertips. They don’t want to wait and they don’t want to be confined to business hours. People expect to have access to information 24 hours a day.
They also want to know who you are, they want be able to find out about you before making a decision to make contact with you. They want to make their own decision about whether they will like you or not or you are the right person for them. People don’t want a sales pitch, they want information at their fingertips to make up their own minds. They want solutions not services.
How have you responded to this change?
By combining a strong personal brand with the most advanced technology. The strong personal branding allows people to get to know me, to feel connected to me and trust me well before they have decided to contact me. Pair that with the most advanced practice systems and I am providing them with them with the speed and efficiency they demand. They have access to information 24 hours a day and this empowers them making them feel connected with their matter and content.
What would you want your customers to say about the customer service they get from you?
Efficient, stress free, high communication, highly competent and trustworthy.
Keen to hear more from Peta? Tune into her Perfect Portal Webinar E-conveyancing starts with good business development.