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Introduction
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Linking Perfect Portal with LEAP
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Lead notification and LEAP integration
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Perfect Portal Dashboard
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Managing users
- Further Resources
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Integration Overview
Perfect Portal Lite
Explore the transformative potential of Perfect Portal Lite in enhancing law firms' efficiency and streamlining client intake procedures while integrating with LEAP.
Perfect Portal
After completing this course, learners will be able to:
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- Utilise Perfect Portal Lite for Website Intake Form: Understand the process of using Perfect Portal Lite to create and manage website intake forms, ensuring seamless data collection and client engagement.
- Integrate Perfect Portal Lite with LEAP: Learn how to integrate Perfect Portal Lite with LEAP to optimise new business processes and improve operational efficiency for law firms.
- Leverage Innovative Features of Perfect Portal Lite: Explore and harness the innovative features of Perfect Portal Lite that empower law firms to enhance efficiency and client intake procedures.
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