Improve your stakeholder communication and automate your administrative tasks in order to reduce your time to completion and delight your clients with InTouch conveyancing case management software.
InTouch is a conveyancing software and case management solution, which is easy to use and seamlessly automates administrative tasks by pre-populating data across precedents, emails, letters, quotes, AML checks, searches, accounts, and completion statements.
Empower your customers to self-serve from the initial quote, through electronically signed instruction forms, and to 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 including, ordering searches, client accounting through Xero or you can use Zapier to trigger actions in other third-party services. The sky's the limit.
Each time the phone rings, you get distracted and your attention is taken away from getting your work complete.
InTouch conveyancing software allows you to communicate via email, 2-way SMS, phone calls, or through the web portal or mobile app.
Our property client portal enables all stakeholders (clients, estate agents & introducers) to be kept up-to-date on their on-going and past matters, via our mobile apps or through a browser.
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..."
"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..."
"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..."
InTouch is a conveyancing case management system based in the cloud, delivered as Software-as-a-Service (SaaS), which means you can access it at any time 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 cybersecurity standards, as our cloud hosting provider Microsoft looks after this for all our clients, giving you one less thing to worry about. Read more about the security of our case management software.
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.
Being cloud-based conveyancing case management software comes with a number of financial benefits; there is no maintenance, no upgrade, and no additional hosting costs on-top of your license fee. We also offer free, fast, and convenient support.
Our APIs and Webhooks enables you to do even more through third-party integrations. It allows you to create, read, write, upload, or trigger actions from other software, or have InTouch trigger actions in them.
As soon as a milestone is completed, a new document is shared or a note is added, you can send an automated message to your client, or any other stakeholder you choose. Digitally notifying them of the progress made.
Having cloud-based conveyancing software comes with a number of financial and non-financial benefits such as the highest level of cybersecurity, automatic back-ups, free upgrades, and new features, plus much much more.
With our real-time sync with Xero you can be assured that you have the most user-friendly approach to your disbursements, client accounting & VAT/GST submissions.
Reduce progress chasing phone calls by 40% by keeping your clients and stakeholders informed via our online portal.
The InTouch conveyancing apps exist to provide your clients with a better property transaction experience while reducing the amount of progress chasing phone calls you receive.
InTouch conveyancing software generates documents from your precedent bank, that automatically populate key pieces of information, such as names and addresses. Built-in logic enables the inclusion or exclusion of paragraphs based on conditions of the matter, giving you a dynamic and flexible precedent bank.
InTouch is built around the ability of users to easily change and customise their workflows to suit the specific needs of the firm and the clients they serve. We have made a conscious effort to design a user interface (UI) which allows you to adapt and tailor your processes to deliver a better client and staff experience.
Esignatures provide a number of business benefits to legal practitioners and their customers; It reduces case time by providing instant contract signatures. They reduce costs by both removing postage and administrative time. They provide improved customer service by enabling customers to sign documents whenever and wherever they prefer.
As any legal firm knows, your case management software is a business-critical system, meaning it is of utmost importance to ensure it runs smoothly. This is why we offer free, fast, and friendly support together with free onboarding of new customers, to set you up for success from the start and into the future.
Communicate with your clients and stakeholders via their preferred channel for example through integration with your email client or by use of 2-way SMS capabilities, or via our client portal or mobile apps.
Property transactions are based on gathering information, with our case management system you can offer a digital experience to your clients by replacing paper forms with flexible and easily configurable online forms.
Our fully customisable quote calculators allows your clients and partners to easily self-serve to get an estimate whenever they prefer to. Helping you win business out of office hours.
InTouch conveyancing software comes with a built-in and extensive reporting suite. Our reports have been created with the conveyancing professional in mind, helping you track key performance indicators such as conversions, completions, and staff performance.
InTouch comes fully integrated with a number of tools and services to make life easier for our customers and their clients. Covering everything from email, to search providers, client accounting, and much more.