PortalPlex is a secure online Client Portal that connects all parties involved in a legal transaction in an easy and transparent manner.
PortalPlex allows information to be sent securely to enable your clients to track the progress of their legal transactions, complete tasks, and allow seamless collaboration between all parties involved.
The benefits of PortalPlex include:
-Reduce the need for phone calls, emails and letters.
-Keeps clients up to date with the progress of their case.
-Provides law firms and their clients with 24/7 access to essential case information.
-Completely free to use for clients.
-Easy and secure, giving peace of mind to clients.
-Easy and intuitive navigation throughout the Portal.
-No duplication of data – everything your client can see in PortalPlex is from your case management system (CMS) and saved back to your CMS.
-Link your case management system taskflow to PortalPlex with ease so you can see what tasks your client has completed.
-Secure Document Sharing
-PortalPlex delivers a complete client-centric legal service experience.
-Make any documents visible for your clients directly from your CMS
-Allow clients to download documents you have shared with them
-Allow clients to upload documents which are then viewable from your CMS
-Instant updates and notifications for your clients as you progress the Case in your CMS
-Be notified as Clients have posted messages, documents, and actioned tasks
-Easy and secure client interaction
-Only the people you invite can access your data
-Client can self-manage their password
-Works across Windows, Apple (iOS), and Android, as well as on tablet, mobile, and PC
Clients can progress their transaction without leaving PortalPlex, including:
-Clients can manage their own message and document inbox
-Immediate updates allows clients to know which tasks they have completed and what is outstanding
– Completing online forms
– Signing digital documents
– Verifying their ID
– Making online payments
-Make it your own
-Add your logo and brand colors to make the portal yours
If you’d like a demo of PortalPlex email [email protected]
Here is what some of our clients say…
“Fusion IT had excellent technical skills and were incredibly straightforward and agile in their approach.
We wanted a new solution to deliver a unique client experience and, thanks to Fusion IT and Thomson Reuters, we have just that. Dependent on the individual’s technological capabilities, clients can input everything we require in as little as 20 minutes.
It’s a revolutionary development among high street law firms and without doubt.”
Director and Chief Information Officer David Fazakerley at MW Solicitors
“Fusion helped us to refine our conveyancing process and delivered us their Portal Plex product. The system has brought operational efficiencies and offers clients an electronic means of on boarding. For the more proactive of clients we have reduced the timescale to on board by almost 2 weeks which has reduced the average life of a case within our system. Fusion are always professional and their industry knowledge is extensive”
Lindsey Frith, Head of Conveyancing at Ramsdens Solicitors LLP