Case Management Workflows
Build workflows around your firm’s unique processes
Every practice area of law has its own unique processes.
InTouch offers the flexibility to create workflows that align with the way your firm operates, whether you're handling property transactions, family matters, or corporate work. Create tasks, templates, deadlines, and reminders to keep cases moving forward, standardise processes, and ensure no steps are missed.
Edit templates and case workflows yourself, no code needed
InTouch allows you to make changes without developers. Update the matter templates, and the next case will use the new setup.
Typical template changes include:
Move a task earlier or later with drag and drop
Add, remove or rename steps in a few clicks
Show tasks only when rules are met
Use IF/ELSE in emails and documents so the right paragraphs appear only when they apply
On live cases, you can also:
Add new tasks as information comes in
Adjust the order of tasks for that matter only
Keep a full audit trail of who did what and when
Customise your processes without code
You don’t need developers or IT specialists to set up or make changes in InTouch.
Workflows are fully customisable through a simple interface, allowing you to build and update processes yourself as your firm grows or your case process changes.
Edit matter templates directly in the system
Move, add or update tasks with a few clicks
Make adjustments any time
Apply changes to new matters instantly
Tasks that get work done
InTouch includes task types that move work forward and keep a full audit trail.
Built-in task types include:
Standard task to record completion, with who did it and when
Send email from a template or free-form, replies file back to the matter and are flagged for review
Send and receive SMS with messages stored on the matter
Online forms for instructions, AML details, proof of funds and more
E-signatures using our eIDAS-compliant solution
Create invoice with a direct link to Xero, or generate an invoice from a document template
Order property searches in a click without re-entering data
Hyperlinks on tasks to open third-party sites, for example form libraries or your intranet
Create a document from a template that pulls case data
AML checks via integrated providers
Prioritise work at a glance
Use a configurable traffic-light view to help your team focus. Upon login, users view their caseload, highlighted with Amber and Red flags for matters that require attention, based on your rules or manual alerts.
Keep stakeholders in the loop
Share progress with the right people through the client and stakeholder portal. Choose which milestones each group sees and add stakeholder categories per matter type, for example giftors on a purchase. This works for any area of law and any number of parties.
You can:
Send clear updates to clients, agents and other parties
Add or remove stakeholder types per template
Cut back on manual status emails
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Get your systems talking
For further enhanced automation, plug InTouch into the systems you already use. With our API and webhooks, events in one system (a status change, a document signed, a payment received) can trigger actions in another.
This further supports the automation of:
Client communication
Documents generation
KYC/AML checks
Client Accounting
Client Relationship Management
Three ways to connect
Outbound (webhooks)
Subscribe to matter, document, task, and contact events. We send a clean payload; you act on it in your system or iPaaS.
Low-/no-code ready (most popular)
Use your integration platform to map fields and orchestrate cross-system workflows.
Inbound (API)
Create/update matters, contacts, tasks and files; push messages; populate custom fields—programmatically.
With you at every step and stage
During onboarding we help set up workflows, document templates and online forms. We train your nominated inhouse expert so you can manage changes with confidence. Friendly, fast support is on hand when you need it.