Start with Conveyancing. Prove the value of InTouch.

By Dale Rounce, Co-Founder of InTouch

If your firm wants better case management but does not want to move every department at once, why not start with Conveyancing? InTouch gives multi-practice law firms a focused way to improve one high-volume team first, prove the value, and then decide where the platform should go next.

If your firm is looking at case management software, you don't have to move the whole firm at once.

You can start with Conveyancing.

That is often the most sensible route for a multi-practice firm. Move the Conveyancing team onto InTouch first, prove the value in one busy department, and then use what you have learned to decide where the platform should go next.

Conveyancing is where InTouch began, so this is an area we know well. The original idea behind InTouch came from seeing how disconnected the property process could be, with clients and stakeholders often waiting for updates and firms having to manage too much communication manually. Since then, InTouch has grown into multi-practice case management software, but conveyancing is still a very natural place for firms to begin.

It works well as a first department because the work is structured, high-volume and full of repeatable steps. Enquiries, quotes, onboarding, forms, documents, searches, client updates, completion tasks and reporting all need to be managed clearly. When those areas improve, the difference is usually easy for the firm to see.

With InTouch, your Conveyancing team can manage more of that work in one connected system. That can include enquiry capture, quote generation, client onboarding, online forms, eSignatures, matter workflows, document generation, search tracking, client and stakeholder updates, task visibility and performance reporting.

The rest of the firm doesn't need to change at the same time.

That is the value of a Conveyancing-first approach. It gives the firm a controlled way to introduce InTouch, with one team live first and a clear opportunity to prove what has improved. 

Once the Conveyancing team is live, partners and managers have something real to work from. They can see how the team is using InTouch, where admin has reduced, where visibility has improved, how client updates are being handled, and what the rollout has meant for day-to-day work.

That makes any wider rollout easier to plan. The next step might be Private Client, Probate, Family, Immigration, Employment, Litigation, Commercial work or a full wider firm-wide move. The important thing is that, in theory, the firm is no longer making that decision. It has already seen InTouch working inside the business.

InTouch is now built for growing multi-practice law firms, not only conveyancing teams. Firms can adapt workflows without code, connect the tools they already use, work from a cloud-based platform hosted securely on Microsoft Azure, and give managers better visibility across matters, clients and performance.

But for many firms, Conveyancing is still the right place to start. It helps you prove the value of InTouch before asking the rest of the firm to move.

If your firm wants to modernise case management without turning it into a firm-wide project from day one, starting with Conveyancing could be the right route.

Or, to see how InTouch could support your Conveyancing team, book a Conveyancing demo today.