LEGAL CASE MANAGEMENT SOFTWARE
Adapt InTouch to any Legal Case Workflow
InTouch is built for law firms handling cases across various practice areas, from conveyancing to personal injury to probate. The flexibility enables you to build one connected place for all case management, client relationship management, and stakeholder communication.
Case management for
all practice areas of law
InTouch supports many different areas of law and types of cases. Popular case workflows include:
Commercial
Conveyancing
Family
Employment
Personal Injury
Immigration
Intellectual Property
Wills & Probate
and many more...
Build workflows that fit your firm's case management process
Every practice area works a little differently. InTouch gives you the flexibility to set up workflows that match how your team handles each type of case. Use Workflows to:
Create tasks, checklists, and deadlines for each matter type
Populate custom fields and capture matter-specific information
Build templated letters, forms, emails, and SMS messages
Set automatic reminders that keep cases
Build processes that reflect your firm’s way of working
Reduce client follow-up calls by 30% and increase productivity
Our customers have reported an average 30% drop in their phone ringing since implementing InTouch.
We enable you to keep your team and clients on the same page. Stakeholders can use a secure online portal to view updates, track progress, and upload documents, reducing the need for calls and emails.
Use the Stakeholder Portal to:
Build a single source of information on cases
Manage task lists and deadlines
Offer a secure information channel for clients and stakeholders
Deliver updates in real-time
Stay compliant and secure in the cloud
InTouch helps your firm meet regulatory requirements and protect client data with a secure, compliant platform. Every action is logged automatically, creating a clear audit trail for each case.
You can lock matters to keep data on a need-to-know basis and add compliance checks to prevent errors, helping your firm stay within regulatory guidelines.
InTouch Security Features include:
Automatic audit history for every case action
Secure cloud hosting on Microsoft Azure
ISO 27001 aligned data centres
End-to-end encryption
Permission controls to manage user access
Built-in compliance checks to reduce errors
Secure document storage
Track progress, spot issues early, and make informed decisions
Our intuitive reporting tools help you monitor how matters are progressing, how teams are performing, and how work is being billed.
Reports include:
Matter reports to track case progress across practice areas
Team activity reports to monitor workloads and productivity
Time recording reports to capture billable hours accurately
Billing reports to support invoicing and financial management
Client feedback reporting to help improve service
Custom reports for forecasting and planning
Connect with popular third-party services to complete workflows
InTouch works with trusted services and providers to support your matters from start to finish. Popular integrations include:
TM Group: Property searches, client ID verification, risk checks
Thirdfort: ID verification, anti-money laundering checks, Source of Funds checks
InfoTrack: Land Registry, SDLT submissions, property searches
Xero: User friendly cloud based business accounting software
Microsoft 365: Attach emails and documents directly from Outlook and Word
Case Study
Winston Solicitors LLP Modernises with InTouch
Winston Solicitors LLP, a respected law firm based in Leeds, is recognised for delivering a full suite of legal services to individuals and businesses. Seeking a smarter, more modern way to manage cases, the firm partnered with InTouch to upgrade their case management system.
For Winston Solicitors LLP, the move to InTouch was a strategic investment in the future of their firm. With streamlined workflows, happier clients, and a responsive partner in InTouch, they've embraced a more efficient and transparent way to practice law.
To understand the impact of this transition, we sat down with Camilla Asher, Practice Manager at Winston Solicitors, to learn more about the firm's journey.
Next steps
Book a demo with our friendly team to find out more about how InTouch can work for your law firm.
Thinking about replacing LEAP? Read our software comparison and choose the best solution for what your firm needs.