Conveyancing system from quote to completion
for property lawyers
Improve your stakeholder communication, and automate your administrative tasks, to reduce your time to completion, delight your clients, and improve the overall profitability of your practice
Automation
Our single system is easy to use and seamlessly automates administrative tasks for example by pre-populating data across quotation, emails, letters, AML checks, searches, accounts, and completion statements.
Empower your customers to self-serve from initial quote, to signed instruction forms, terms of business and client care packs without any staff input through the use of our intelligent forms and automated communication steps.
That is just the beginning, through system integrations you can further automate tasks. For example, client accounting through Xero, or you can use Zapier to trigger actions in other third party services. The sky's the limit.
Communication
Each time the phone rings, you get distracted and your attention is taken away from getting your work complete, the work which often adds the most value to your clients
Our solution allows you to communicate in the most suitable way by making use of our built-in capabilities, be it via email, 2-way SMS, phone calls or through the web portal or mobile app.
The portal enables all stakeholders (clients, estate agents etc.) to be kept up-to-date and fully aware of the status of all their on-going and past matters. Freeing you and your staff up to focus on the things that really matter/add-value. It also allows them to easily fill in forms, upload or download documentation and raise any queries with your team.
Since implementing InTouch, our clients have reported a 40% drop in inbound phone calls.
"We have no regrets whatsoever about changing case management systems and would urge others to to take a look at what InTouch can do."
"The simplicity of the InTouch conveyancing software design, all adds to a platform that has greatly improved our clients property transaction experience."
"...What has impressed me most is the level of personal support available from Marvin, Dale and the team in setting up and amending items. You can self manage a lot of changes but every now and then, when you need to speak to someone to clarify a query, it's important to us to know they are always available with a positive and professional attitude."
"Our current case management system was coming to an end of life. InTouch offered a new modern approach with an adaptable and user friendly interface".
"I was immediately impressed with how self-explanatory InTouch is to Use"
"The InTouch system is very easy to use, provides a smooth streamline working environment with adaptable aspects enabling us to tailor the package specifically to both our and our client’s needs. In today’s technological world it is imperative to have a safe, user friendly and reliable system and InTouch delivers on all of these aspects."
"InTouch has definitely reduced the number of phone calls and emails we receive from estate agents requesting updates. Many of our clients have also commented on how helpful the email updates that they receive are. We would definitely recommend the system to other conveyancing firms."
In the Cloud
InTouch is a fully cloud based solution meaning you can access it at anytime and from anywhere as long as you have an internet connection. You don't even have to install any software - working from outside the office has never been easier.
You will benefit from the highest level of cyber security standards, as our cloud hosting provider Microsoft, looks after this for all our clients, giving you one less thing to worry about.
Being cloud based gives you access to any new features we develop automatically, on average 1-2 features per month. This ensures your system remains up-to-date for the years to come. You also get a say in what you want to see next.
Our cloud solution also comes with a number of financial benefits, there is no maintenance, no upgrade and no additional hosting costs on-top of your license fee, which by the way we don’t charge for either, as you pay per completed matter (T&C’s apply).
Integrated with your tools
InTouch is an advanced all-in-one solution built with the property lawyer in mind. It is based upon reliable technologies that provides an unbeatable software service for conveyancers. If you’re looking to improve communication, automation & profitability in your practice, this system is for you.
Features
- Automated and fully customisable document generation, management and storage
- Ability to change and customise workflows, tasks, document/email/sms templates without having to write code
- Advanced and configurable Quotation Calculators which is easily embedded into any website
- Flexible and customisable online forms for data capture - e.g. instruction forms or KYC and AML documentation
- Order searches and have them auto-populate through more than 14 integrated search providers
- Intelligent user-based workflow management system with next actions and reminders clearly visible
- Real-time reporting and KPIs
- Portals and mobile apps allowing customers and stakeholders to upload/download documents, complete forms, and keep up to date with all their matters - whenever and wherever they choose to
- Ability to customise portals, web-forms and quote calculators to align with your brand - including white-labelled mobile apps
- Ability to perform KYC and AML checks remotely, without the need for clients to post or drop-off documentation
- Built-in multi-channel communication - Email, 2-way SMS, portals and mobile apps
- SRA and CLC compliant client accounting
- Highest level of Cyber Security
- Accessible from anywhere and anytime
- Access to new features as soon as they become available
- Easy on-boarding and existing case migration - free of charge
- Help getting started with your document templates, workflows and bespoke forms - free of charge
- Fast and friendly support - free of charge
- Ability to wish for and vote on new product features
- No license fees, no upgrade costs, no maintenance costs,no hosting costs, no need for developers to make changes
- Pay per completed matters (T&Cs apply)